SK Hynix - Page 11

Custom high-bandwidth memory puts a customer-designed base die under the memory stack, so the AI chip spends less of its own silicon talking to memory. What NVIDIA claims for its NVHBM, what SemiAnalysis estimates, and what is still unproven.

GlobalFoundries has signed a multi-year $2 billion agreement to make silicon interposers for TSMC's CoWoS advanced packaging at its New York plant, with volume production expected to ramp in the first half of 2028. TSMC also reported September revenue of about NT$511.86 billion. What an interposer is and what the numbers say.

Samsung's third-quarter guidance points to about ₩107.4 trillion in operating profit on ₩195 trillion of sales, up from ₩12.17 trillion a year ago, with AI data-centre memory demand credited. AWS becomes a Platinum member of the Linux Foundation, with a board seat. What the numbers say and what they leave out.

DARPA has moved Atom Computing, Diraq, IBM and IonQ into the final, hands-on stage of its Quantum Benchmarking Initiative, and says it increasingly expects a useful quantum computer by 2033. UK trapped-ion firm Universal Quantum has raised more than $100m, IonQ claims big speed-ups for error-corrected operations in simulations, and a peer-reviewed Cornell paper shows a full gate set on a qubit that partly tolerates its main error. Plus a Jülich preprint and Infineon's ion-trap chips. What each confirms, and what is only claimed.

China's AI Stack Goes Vertical: How DeepSeek V4 Just Changed the GameA year ago, a Chinese startup called DeepSeek dropped a bomb on Silicon Valley. Its AI...

Intel has spent the better part of a decade falling behind. The company that once dominated semiconductor manufacturing missed the mobile revolution, fumbled advanced process nodes, and...

Foxconn's $66.6 Billion Quarter Proves AI Infrastructure Is the Real Money The world's largest contract manufacturer just posted 29.7% revenue growth — and it's not from iPhones.While Silicon...

Samsung plans to double devices with Galaxy AI, largely powered by Google's Gemini, to 800M in 2026. The Galaxy S26 also offers Bixby and Perplexity.

Korean press reported in March that TSMC's 2nm capacity is booked to 2028. TSMC's Q3 results show 2nm at 8% of wafer revenue. Samsung's pitch.

Nvidia Rubin requires 288GB of RAM — 800% more than a high-end PC. As AI chips demand exponentially more memory, two Korean companies control the supply. Here is what that means.