ryohi5557젠슨 황의 선택적 침묵, 그 안의 기회
NVIDIA 젠슨 황이 SK하이닉스를 극찬하면서도 삼성전자를 언급하지 않아 화제입니다. 그 배경에는 HBM 품질 인증 타이밍 차이가 있으며, 삼성전자는 차세대 HBM4로 반격을 준비 중입니다. 두 기업의 경쟁이 결국 한국 반도체 산업 전체의 경쟁력을 높이는 원동력이 됩니다.
TugaTech 🖥️Nova gráfica Intel Crescent abandona HBM por 480 GB de memória barata
🔗 https://tugatech.com.pt/t84700-nova-grafica-intel-crescent-abandona-hbm-por-480-gb-de-memoria-barata
BuySellRam.comDDR4 was supposed to depreciate. Instead it rallied — chip spot prices climbed ~158% Sept–Nov 2025, DDR5 surged 307%, and by year-end DDR4 was selling above DDR5 per gigabyte in several SKUs. Six months on, prices stabilized at elevated levels rather than reversed. The seven factors that actually drive server memory resale value...
https://www.buysellram.com/blog/ddr4-vs-ddr5-resale-value-server-memory-2026/
#DDR4 #DDR5 #ServerMemory #DRAM #ITAD #DataCenter #HBM #MemoryMarket #AIInfrastructure #ITAssetDisposition #RAMprices #technology
https://www.buysellram.com/blog/ddr4-vs-ddr5-resale-value-server-memory-2026/
#DDR4 #DDR5 #ServerMemory #DRAM #ITAD #DataCenter #HBM #MemoryMarket #AIInfrastructure #ITAssetDisposition #RAMprices #technology
General Strike Now... general strike — but the deal that averted that stoppage immediately opened two new disputes: a shareholder lawsuit challenging the bonus formula ...#BusinessTech #SamsungElectronics #laborunion #KoreaCommercialAct #SKhynix #semiconductor #HBM
Samsung Wage Deal Signed: Chip Workers Get 100x More Than Smartphone Staff
Samsung Wage Deal Signed: Chip Workers Get 100x More Than Smartphone Staff
ALEXBSR>>Micron and SK Hynix both crossed $1 trillion market cap in the same week, a first for pure-play memory chipmakers.
>>UBS tripled its Micron price target to $1,625, citing long-term HBM supply contracts tied to agentic AI workload expansion.
>>Micron stock has more than tripled year-to-date as agentic AI workloads drive record demand for high-bandwidth memory. "
https://aiweekly.co/alerts/micron-hits-1-trillion-on-ai-memory-boom
"
>>Micron and SK Hynix both crossed $1 trillion market cap in the same week, a first for pure-play memory chipmakers.
>>UBS tripled its Micron price target to $1,625, citing long-term HBM supply contracts tied to agentic AI workload expansion.
>>Micron stock has more than tripled year-to-date as agentic AI workloads drive record demand for high-bandwidth memory. "
https://aiweekly.co/alerts/micron-hits-1-trillion-on-ai-memory-boom
Hong Kong MetasHBM、 GPU 分離封裝 超高速光學連接 突破記憶體堆疊極限！2026年05月25日 17:07
https://news.hongkongmetas.com/articles/3d/2026-05-25-hbm-gpu-%E5%88%86%E9%9B%A2%E5%B0%81%E8%A3%9D-%E8%B6%85%E9%AB%98%E9%80%9F%E5%85%89%E5%AD%B8%E9%80%A3%E6%8E%A5-%E7%AA%81%E7%A0%B4%E8%A8%98%E6%86%B6%E9%AB%94%E5%A0%86%E7%96%8A%E6%A5%B5%E9%99%90/
https://news.hongkongmetas.com/articles/3d/2026-05-25-hbm-gpu-%E5%88%86%E9%9B%A2%E5%B0%81%E8%A3%9D-%E8%B6%85%E9%AB%98%E9%80%9F%E5%85%89%E5%AD%B8%E9%80%A3%E6%8E%A5-%E7%AA%81%E7%A0%B4%E8%A8%98%E6%86%B6%E9%AB%94%E5%A0%86%E7%96%8A%E6%A5%B5%E9%99%90/
ComputerBaseSK Hynix iHBM: Speicherchips auf ICE gelegt https://www.computerbase.de/news/arbeitsspeicher/sk-hynix-ihbm-speicherchips-auf-ice-gelegt.97516/ #skhynix #hbm
Tom's Hardware Italia❄️ La prossima HBM di SK hynix promette temperature più basse: efficienza, stabilità e più margine per l’AI ad alte prestazioni. #HBM #AI
🔗 https://www.tomshw.it/hardware/sk-hynix-ihbm-raffreddamento-memoria-ia
The Bad PlaceUS Top News and Analysis | Beware the boom and bust cycle of memory stocks, investors warn amid AI boom
AI generated summary, Read the full article for complete information.
The article warns that despite the recent surge in memory‑chip stocks—driven by AI‑related demand and the rollout of high‑bandwidth memory (HBM)—investors should remain cautious because the sector’s historic boom‑and‑bust cycle is still a risk. Samsung, SK Hynix, Micron and SanDisk have seen shares soar this year, but analysts note that supply remains constrained, that new compression technology such as Google’s TurboQuant could sharply cut demand, and that the high valuations assume prolonged price strength and disciplined spending. South Korea’s market is especially vulnerable, with memory makers accounting for more than half of the KOSPI, prompting some advisors to recommend profit‑taking and broader diversification, while others remain bullish on the Korean giants. Overall, the article stresses that the memory industry’s perceived structural shift may be temporary and that investors should temper optimism with the sector’s historically volatile nature.
Read more: https://www.cnbc.com/2026/05/25/memory-stocks-cyclical-boom-bust-samsung-sk-hynix.html