SEOUL, Dec. 4 (Korea Bizwire) — South Korea’s two largest chipmakers, Samsung Electronics and SK Hynix, have completed preparations to supply Nvidia with next-generation high-bandwidth memory (HBM4), positioning themselves for what is expected to be a pivotal year in the fast-expanding AI memory market. Samsung recently finished its final performance review — known as PRA — [...]
SEOUL, Nov. 13 (Korea Bizwire) — Forecasts for Samsung Electronics and SK hynix are soaring at an unprecedented pace, with analysts projecting that the two chipmakers could generate nearly half of all corporate operating profits on South Korea’s benchmark Kospi index next year, fueled by the global boom in artificial intelligence. According to financial data provider [...]
SEOUL, Nov. 12 (Korea Bizwire) — Morgan Stanley has sharply revised upward its outlook for South Korea’s two largest chipmakers, saying the global memory semiconductor rally is being powered by surging demand from artificial intelligence (AI) data centers and cloud providers. In a report titled “Memory: The Ultimate Pricing Power,” released Tuesday, the U.S. investment bank [...]