With Jensen Huang officially confirming at CES that all six of NVIDIA’s Rubin chips are back from manufacturing partners and set for a 2026 launch, the memory market is entering another fierce sprint for capacity and pricing. Samsung Electronics and SK hynix, according to Hankyung, have reportedly...

With general memory prices surging and HBM4 on the horizon, 2026 could be another landmark year for memory giants. In its New Year message released today (Jan. 5), SK hynix noted that HBM3E will remain the dominant product this year, even as HBM4 ramps up, with estimates suggesting it will account f...

AI-driven demand is reshaping the memory market, with HBM3E pricing expected to trend higher amid tightening supply. According to Chosun Biz, following reports that NVIDIA has been approved to sell its H200 AI chips to China, sources say Samsung Electronics and SK hynix have raised HBM3E supply pric...

Google’s TPUs are emerging as a credible alternative to NVIDIA, and Samsung is reportedly supplying the majority of the HBM fueling that momentum. According to Hankyung, industry sources say Samsung Electronics provides more than 60% of Google’s HBM shipments in 2025 through Broadcom. The report...

Amid a rebound in memory and foundry performance, Samsung Electronics said Tuesday its third-quarter operating profit likely jumped 32% year-on-year to 12.1 trillion won ($8.5 billion), far exceeding market expectations of roughly 10 trillion won, according to Reuters, ZDNet and the Chosun Daily. ...