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Goldman Sachs expects HBM prices to decline next year as competition intensifies and pricing power shifts to customers.
SEOUL, July 21 (Yonhap) -- Chey Tae-won, chairman of South Korea's SK Group, recently met with OpenAI chief executive officer (CEO) Sam Altman in San Francisco to discuss potential collaboration on ...
NET PROFIT FORECAST: The South Korean memory-chip maker is expected to post net profit of 7.087 trillion won, equivalent to $5.09 billion, for the three months ended June 30, according to a ...
Nvidia's renewed ability to sell H20 artificial intelligence chips to China following the lifting of US restrictions is ...
On the flip side, SK hynix shares declined Thursday after Goldman Sachs downgraded the chipmaker rating to neutral from buy ...
Samsung Electronics is preparing a major push to reclaim ground in the high-bandwidth memory (HBM) market, where it has ...
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Korea JoongAng Daily on MSNForeign ownership of Samsung climbs back above 50 percent in Korean stock marketForeign ownership of Samsung Electronics has climbed back above 50 percent in the Korean stock market, while retail investors ...
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The Chosun Ilbo on MSNForeigners buy up Samsung as Korean retail bets on Hynix with leverageForeign and retail investors are taking sharply diverging approaches in Korea’s semiconductor sector, with overseas funds accelerating purchases of Samsung Electronics while local retail traders turn ...
Nvidia (NVDA) is set to grapple with supply constraints as frenzied demand for H20 GPUs in China surges post-ban. Read more here.
According to investment firm UBS, high-bandwidth memory, or HBM, is on the cusp of a breakthrough year in 2026.
Who knows what the next 200 years hold? Experts point to developments as recent as this summer that could impact the area’s ...
Micron Technology (MU) was down 4% during Thursday market action after its South Korean competitor, SK Hynix (HXSCF), was downgraded to Neutral from Buy by Goldman Sachs.
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