AI's Inference Era of Ferment – By Ben Bajarin
At Hot Chips 2026, semiconductor vendors presented divergent designs for AI inference, signaling an era of ferment where no dominant architecture has emerged, according to analyst Ben Bajarin. Compani…
At Hot Chips 2026, semiconductor vendors presented divergent designs for AI inference, signaling an era of ferment where no dominant architecture has emerged, according to analyst Ben Bajarin. Compani…
Nvidia's $673 billion forecast reveals that AI compute demand remains robust, with inference revenue now growing faster than training capex, according to the company's Q1 earnings call. The supply con…
SK hynix formally launched its $3.87 billion advanced chip packaging project in Indiana, which will produce the first high bandwidth memory (HBM) made in the US, with mass production slated for the th…
SK hynix held a groundbreaking ceremony for its advanced packaging fab in Indiana, US, aimed at strengthening the global semiconductor supply chain for next-generation AI memory production.…
Seoul stocks turned higher Wednesday, with the KOSPI up 0.9 percent to 6,803.74, as chipmakers gained ahead of Nvidia's earnings release. Samsung Electronics rose 2.14 percent and SK hynix advanced 1.…
SK hynix presented a full lineup of AI memory solutions at the Dell Technologies Forum 2026 held Aug 25 at COEX in Seoul, showcasing products spanning from PCs to data centers, including the 256GB 3DS…
SK hynix American Depositary Shares fell 4.92% to $155.37 on Monday after union members narrowly rejected a tentative wage deal by a margin of 25 votes, with 50.08% of 15,045 participating workers vot…
YMTC, China's largest NAND flash manufacturer and the third-largest global supplier by shipments, is preparing an IPO on the Shanghai STAR market to fund its pivot to high-value AI enterprise SSDs. Th…
SK hynix is collaborating with TSMC and Intel Foundry to integrate its HBM4 memory into advanced packaging technologies, including Intel's EMIB, as disclosed at Hot Chips 2026. The collaboration aims …
Seoul shares opened sharply lower Tuesday, with the benchmark Kospi trading 244.84 points, or 3.66 percent, lower at 6,452.12 as of 9:15 a.m., following overnight losses in US technology shares and re…
Hybrid bonding, a bump-less chip connection technology, is becoming foundational for improving semiconductor performance, with Cu–Cu hybrid bonding shrinking pitch to below 1µm compared to solder bump…
The Roundhill Memory ETF (CBOE:DRAM), launched April 2, 2026, has become the fastest asset gatherer in ETF history, crossing $25 billion in assets in roughly four months, but its 73% concentration in …
SK hynix detailed its advanced packaging roadmap for High-Bandwidth Memory (HBM) at Hot Chips 2026, focusing on HBM4 and beyond, with plans to double TSV counts, increase I/O speeds, and integrate log…
Samsung Electronics and SK hynix are gaining pricing power as server makers raise prices for Nvidia-based AI systems by more than 15 percent for shipments starting in early 2027, according to Bloomber…
Seoul stocks opened lower Monday, with the KOSPI down 0.73 percent, or 50.77 points, to 6,862.18, as investors locked in gains ahead of Nvidia's earnings release for hints on the AI market's direction…
NVIDIA has informed major customers that prices for its AI server systems will increase by over 15%, effective with shipments from early next year, citing shortages and rising costs of high-bandwidth …
Micron CEO Sanjay Mehrotra said artificial intelligence has changed the memory industry's traditional boom-and-bust cycle by creating sustained demand for high-bandwidth memory and other data-center p…
SK hynix and its labor union reached a tentative 2026 wage agreement that raises base pay 6.3% and pays 60% of profit-sharing bonuses in company stock, with 40% in cash. The bonus pool is tied to 10% …
Samsung Electronics is expected to announce a shareholder return of at least 100 trillion won ($72.4 billion), its largest ever, at a board meeting as early as Friday or next week, according to indust…
SK hynix's HY-Knowledge series released its third episode, featuring Seoul National University Professor Cho Kyu-jin, who explores Physical AI—the integration of robots and AI into the physical world.…