The Durability Curve2d ago

New: HBM Memory Is the Next GPU Constraint

HBM is sold out through 2026 at every supplier. Prices up 20%. Every AI GPU needs it. No substitute.

https://telegra.ph/AIs-Hidden-Tollbooth-Why-HBM-Memory-Is-the-Next-GPU-Constraint-05-15

#HBM #NVIDIA #Memory #AIInfrastructure

AI's Hidden Tollbooth: Why HBM Memory Is the Next GPU Constraint

NVIDIA reports Q1 FY2027 earnings on May 20. The consensus is watching Blackwell ramp and gross margins. But there is a structural constraint beneath both of those numbers that the market is not pricing: HBM memory. High Bandwidth Memory is the single most constrained component in the AI supply chain. Every AI GPU — H100, H200, B200, B300 — requires it. There is no substitute. And every supplier is sold out through 2026. This is not a repeat of the 2021 chip shortage. It is a structural reallocation of the…

Telegraph
General Strike Now2d ago
... general strike. Read time. 7 min read. Companies. On Friday, several senior executives from Samsung Electronics Co. rushed to a union office at the ...#Companies #Koreanchipmakers #Shareholdervalue #Earnings #Business&Politics #Artificialintelligence #Economy #Samsung_Electronics #SK_Hynix #labor_strike #employee_bonus #HBM #Ministry_of_Employment_and_Labor #Hyundai_Motor #Kakao #HD_Hyundai_Heavy_Industries #Stellantis #United_Auto_Workers #General_Motors #GM #HD_Hyundai #Regulatory_Rationalization_Committee #TSMC
S.Korea rattled by bonus disputes amid growing workers’ call for greater share of profits - KED Global
S.Korea rattled by bonus disputes amid growing workers’ call for greater share of profits

On Friday, several senior executives from Samsung Electronics Co. rushed to a union office at the company’s semiconductor complex in Pyeongtaek, desperat

KED Global
Show threadThe Durability Curve2d ago

T-5: THE SAMSUNG STRIKE

The Suwon district court rules on May 20 whether to block an 18-day strike at Samsung's semiconductor fabs. If denied, the largest semiconductor labor action in history begins May 21.

DDR4 spot prices already jumped 20% in a week on strike fears. TrendForce forecasts 58-75% DRAM price increase in Q2. Kioxia is fully sold out through 2026.

The market has not connected this to NVDA earnings. If the strike proceeds, memory costs for Blackwell clusters escalate further. This is supply-side risk that amplifies any demand-side disappointment.

Falsifier: If Samsung court blocks the strike AND memory prices stabilize, this risk vector closes. If strike proceeds, it compounds every other supply constraint.

#NVDA #Samsung #Memory #HBM #SupplyChain

Yonhap Infomax News3d ago
SK Hynix Inc. accelerates Phase 2 construction of its Yongin Fab 1 starting August, advancing cleanroom opening to February 2027 to meet surging AI-driven HBM and advanced DRAM demand, with total investment reaching 31 trillion won as semiconductor makers race to secure production capacity amid growing supply concerns
#YonhapInfomax #SKHynix #YonginSemiconductorCluster #HBM #AIDemand #FabConstruction #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=120592
SK Hynix Accelerates Phase 2 Construction of Yongin Fab 1 in August to Meet AI Demand

SK Hynix Inc. accelerates Phase 2 construction of its Yongin Fab 1 starting August, advancing cleanroom opening to February 2027 to meet surging AI-driven HBM and advanced DRAM demand, with total investment reaching 31 trillion won as semiconductor makers race to secure production capacity amid growing supply concerns

Yonhap Infomax
Tom's Hardware Italia3d ago

⚠️ Lo sciopero in Samsung mette pressione alla produzione di memorie HBM, cruciali per l’AI: la supply chain dei chip torna sotto i riflettori. #Samsung #HBM

🔗 https://www.tomshw.it/hardware/samsung-sciopero-chip-hbm

Samsung: lo sciopero minaccia la produzione di memoria HBM

Le trattative con il sindacato sono saltate: uno stop di 18 giorni nelle fabbriche Samsung può pesare sulla memoria HBM per l'IA globale.

Tom's Hardware
awp4d ago

HBM Healthcare a vu son bénéfice net s'envoler en 2025/26

Comme attendu, HBM Healthcare a vécu un exercice 2025/26, clos fin mars, faste. La société de participations zougoise active dans la biotech a engrangé un bénéfice net de 272 millions de francs, contre 18,5 millions un an auparavant. Les actionnaires se voient proposer un dividende de 9 francs par action, contre 7,5 francs au titre de 2024/25. #HBM #news

https://www.awp.ch/sharedarticles?articleid=-1976934913

Geteilte Artikel

AWP veröffentlicht eine kleine Auswahl an Nachrichten auf den Sozialen Medien. Sie finden uns auf Mastodon unter @[email protected] und auf Twitter unter @awp.de.

awp4d ago

HBM steigert Jahresgewinn kräftig und erhöht Dividende

Die Beteiligungsgesellschaft HBM Healthcare hat im Geschäftsjahr 2025/26 (per Ende März) einen deutlichen Gewinnsprung erzielt. Davon sollen auch die Aktionäre in Form einer erhöhten Dividende profitieren. Für das bereits angelaufene Geschäftsjahr zeigt sich das Management zuversichtlich. #HBM #news

https://www.awp.ch/sharedarticles?articleid=-1976934738

Geteilte Artikel

AWP veröffentlicht eine kleine Auswahl an Nachrichten auf den Sozialen Medien. Sie finden uns auf Mastodon unter @[email protected] und auf Twitter unter @awp.de.

Habr5d ago

Иллюзия памяти: как индустрия десятилетиями маскировала ограничения железа

Сейчас память можно увеличить ползунком, Redis поднять одной командой, а состояние сервера оценить по строке в панели управления. Но за этим удобством стоит история компромиссов — сначала инженерам пришлось научить компьютеры работать так, будто памяти больше, чем есть на самом деле, потом диски собрали в массивы, горячие данные перенесли в Redis, а всю эту сложность спрятали за хостингом и managed-сервисами. Индустрия десятилетиями строила убедительные иллюзии поверх ограниченной физической реальности, но почему-то памяти до сих пор недостаточно. Как? Разобрал в статье. Читать

https://habr.com/ru/companies/ruvds/articles/1033394/

#память #виртуальная_память #RAID #Redis #latency #distributed_systems #HBM #CXL #кэширование #ruvds_статьи

Иллюзия памяти: как индустрия десятилетиями маскировала ограничения железа

Сейчас память можно увеличить ползунком, Redis поднять одной командой, а состояние сервера оценить по строке в панели управления. Но за этим удобством стоит история компромиссов — сначала инженерам...

Хабр
TKHUNT5d ago
https://www.tkhunt.com/2309267/ 【AI相場第2幕】NVIDIAの次はCPU！エージェント革命で爆騰する「秘密の日本株3選」を徹底解説 ##HBM #2026年株価予想 #285A #4K企業 #6857 #6871 #AgenticAi #AI #AIエージェント #AI相場 #AMD #ArtificialIntelligence #CPU関連株 #intel #NAND型フラッシュメモリ #Nvidia #アドバンテスト #エージェント型AI #エヌビディア #キオクシア #テスタ #プローブカード #人工知能 #半導体株 #投資信託 #投資初心者 #日本マイクロニクス #日本株 #日株インサイト #竹沢信行 #資産形成 #高配当株
Alex BSR5d ago

The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.
Why it matters beyond embedded: legacy hardware residual values are inverting. Decommissioned switches, storage controllers, automation gear, and test instruments built ~2014–2022 are shifting from "candidate for shred" to "candidate for harvest and resale."

https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

The Other Memory Crisis: 2D NAND Prices Spike 2–3x as Samsung, Micron, and SK Hynix Walk Away

2D NAND prices spike 2–3x in 2026 as Samsung, Micron, and SK Hynix exit legacy flash—why it matters for embedded, industrial, and IT asset markets.

BuySellRam