Nvidia’s Revenue Surge Solidifies HBM Demand for South Korean Chipmakers
Nvidia’s stellar Q2 earnings, featuring a 106% year-on-year revenue surge and eased margin pressure concerns, have reinforced a highly optimistic…
AsiaAI.FYI
Korea
Korea Signal Section
Samsung and SK Hynix Split on HBM4, Forcing a Design Choice for AI Chipmakers
At Hot Chips 2026, Samsung Electronics emphasized 'active base die' technology, transforming the HBM base die from a passive connector…
Nvidia’s 15% AI Server Price Hike: How HBM Supply Bottlenecks Impact Western Infrastructure Budgets
NVIDIA has informed its major customers that prices for its AI server systems will increase by over 15%, effective with…
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