Ahead of NVIDIA’s earnings release, the industry's gaze is already fixed on its mid-March's GTC conference. CEO Jensen Huang's tease of a "world-surprising" new chip has set the stage for a showcase spanning both foundry and memory. According to Chosun Biz, the chip, likely the upcoming Feynman pr...

Competition among memory suppliers in the HBM4 segment is heating up. According to ZDNet, Samsung Electronics edged ahead of SK hynix and Micron on the 12th by announcing its HBM4 mass-production shipments. Even so, the overall HBM4 supply dynamics this year are likely to hinge primarily on NVIDIA�...

Shortly after Micron dismissed HBM4 sidelined rumors, another memory giant, Samsung, announces that it starts HBM4 mass production, shipping the first commercial units and taking an early lead in the market. Using its advanced 6th-gen 10nm-class (1c) DRAM and 4nm logic die processes, the company hit...

Amid speculation that Micron could be left off NVIDIA’s HBM4 supplier roster, CFO Mark Murphy moved swiftly to shut down the narrative. Speaking at the Wolfe Research conference, Murphy rejected what he called “inaccurate reports,” stressing that the firm is already in high-volume production o...

As NVIDIA prepares to debut Vera Rubin, its next-generation AI accelerator, at GTC 2026 in mid-March, the race for HBM4 supremacy between Samsung and SK hynix is drawing intense market attention. According to Yonhap News and Hankyung, Samsung is poised to become the world’s first company to mass-p...