Shortly after announcing its “AI Megafactory” partnership with NVIDIA, where over 50,000 Team Green’s GPUs will drive chip production, Samsung is reportedly racing to clear NVIDIA’s HBM4 qualification. According to DealSite, the South Korean memory giant aims for final certification in early...

As hyperscalers double down on AI spending, memory shortages are tightening fast—and the suspension of DRAM quotes is spreading across the market. Earlier in October, Commercial Times reported that major Korean and U.S. chipmakers had paused new enterprise quotes for a week. Now, market rumors sug...

Shortly after CEO Jensen Huang met with Samsung Electronics Chairman Jay Y. Lee and Hyundai Motor Group Executive Chair Euisun Chung over fried chicken and beer, NVIDIA announced a major collaboration with the South Korean government and tech industry, led by Samsung. According to Samsung, it has...

Riding the wave of the memory supercycle, Samsung joined SK hynix in posting stellar third-quarter results. Following SK hynix’s record-breaking profit, Samsung reported a 32% year-on-year surge in operating profit in the third quarter — its strongest performance in over three years, according t...

While memory giants are reportedly raising DRAM prices by up to 30% in Q4 on strong HBM demand, NAND flash is proving to be just as hot a commodity. According to New Daily, Samsung, SK hynix, and Kioxia are running their SSD production lines at full capacity, with some models now facing delivery del...