With NVIDIA CEO Jensen Huang optimistic about Samsung’s HBM3E for Blackwell Ultra, the Korean memory giant appears to be making strides with other big techs as well. According to Sedaily, Samsung is likely to supply its 8-layer HBM3E to Broadcom soon. Sources cited by the report say Samsung rec...

Fueled by strong AI demand, U.S. memory giant Micron expects a solid strong third quarter for fiscal 2025, projecting a 9% quarter-over-quarter revenue increase to $8.8 billion, according to its press release. Meanwhile, profit is projected at $1.57 per share, above the expected $1.48, as per Bloomb...

With NVIDIA unveiling its next-gen GB300 AI chip at GTC 2025, SK hynix stands to benefit as the exclusive supplier of 12H HBM3E for the Blackwell Ultra, according to South Korean media outlet Business Post. In addition, SK hynix could further strengthen its HBM lead, as the report suggests its HB...

While Samsung continues to struggle with its foundry business, it finally has some good news in the memory sector. According to South Korean media outlet Alpha Economy, Samsung is likely to secure qualification from NVIDIA between late May and early June. A source told Alpha Economy that Samsung'...

According to a report from the Korean media outlet The Financial News, citing industry sources, NVIDIA made another visit to Samsung Electronics' Cheonan packaging plant earlier this week, roughly a month after its previous inspection. The report suggests that this visit indicates the final quality ...