US EditionSK hynix said to win sole HBM3E supply deal for Microsoft chip
- On Jan. 27, Business Korea reported SK hynix will exclusively supply HBM3E for Microsoft's Maia 200, unveiled on Jan. 26 and boosting inference efficiency about 30% per dollar.
- Amid tight HBM supplies, SK hynix's solid partnerships and proven mass-production quality support its role as a supplier while demand outpaces supply, triggering shortages expected into next year.
- High-Bandwidth memory drives faster data processing, and SK hynix's HBM revenue more than doubled last year, boosting its performance in servers and consumer devices.
- Investors will watch Thursday's earnings briefings, where industry sources say SK hynix appears to be participating as the exclusive supplier of HBM3E for Microsoft's Maia 200, with Counterpoint Research estimating SK hynix will hold about 50 percent of the global HBM4 market in 2026.
- Nvidia's allocations show about 70% of its HBM4 demand going to SK hynix, which is preparing full-scale HBM4 production while Samsung Electronics plans to begin production next month.
42 Articles
42 Articles
Samsung Electronics posts record profit on AI demand
SEOUL, South Korea — South Korean tech giant Samsung Electronics posted record quarterly profits on Thursday, riding strong market demand for its artificial intelligence chips. A global AI boom has pushed up prices and shipments of conventional chips, while demand for high‑bandwidth memory chips, used in servers that power the technology, has soared. The hunger for chips to power AI has caused a shortage for consumer electronics, threatening hig…
Thanks to high demand for computer chips, South Korea's largest company can triple its operating profit. Samsung's figures even exceed market expectations.
Thanks to high demand for computer chips, South Korea's largest company can triple its operating profit. Samsung's figures even exceed market expectations.
Samsung sees strong AI demand after profit triples to record high
SEOUL, Jan 29 : Samsung Electronics said its operating profit more than tripled to a record high in the fourth quarter and forecast strong chip demand ahead, as the race to build artificial intelligence strains chip supply and boosts prices. The results underscore the strong pricing power of the world's top
The world's second-largest memory chip manufacturer, which supplies high-bandwidth memory (HBM) products to Nvidia, reported net income of $10.6 billion.
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