Tag · 13 stories
Every story tagged HBM on AI Chat Daily.
The South Korean memory giant would use Intel's US fabs for the first time, a potential shift in where HBM for AI accelerators gets built.
SK Hynix's HBM windfall is triggering an exodus from Samsung's foundry, where bonuses landed at roughly $135,000 per employee.
Seoul projects 2.6% GDP growth in 2026, up from 2.2% in 2025, as memory-chip orders from AI data-center buildouts drive exports.
The chipmaker says AI-driven demand for HBM and DRAM will outstrip supply beyond 2030, tightening a market already running hot.
The Nvidia HBM supplier priced above Seoul, opened 14% higher, and eclipsed Alibaba's 2014 record as Washington pushes for US fabs.
South Korea's memory giant will offer 17.8 million ADRs this week, joining Micron as Wall Street hunts for the next Nvidia.
The Korean chipmaker's earnings surge tracks the HBM buildout powering Nvidia, AMD, and every frontier AI training cluster.
Seoul unveils a national plan: $518B for four new memory fabs, $52B for HBM packaging, and $356B for AI data centers through 2035.
Tim Cook calls the hikes unavoidable as AI data centers outbid consumer device makers for RAM — even with Apple posting four straight record quarters.
The memory maker's rise reflects how HBM has become the gating resource for AI training, not GPUs alone.
The HBM leader expects to start trading July 10, issuing 17.79 million shares at a 45.45 trillion won value to broaden its US base.
The Korean memory maker is closing in on a milestone reached only by a handful of companies, powered by HBM orders from AI chipmakers.
Shares jumped more than 10% on Wednesday after talks with Apple over US chip manufacturing surfaced, making Samsung Asia's second trillion-dollar company.
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