Tag: HBM
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Samsung Forecasts 56% Profit Drop: AI Chip Sales Lag, HBM Deliveries to Nvidia Delayed
Samsung Electronics has forecast a 56% decline in operating profit for the second quarter of 2025—a figure significantly below analysts’ expectations. The company attributes the drop primarily to tepid sales of chips designed for artificial intelligence systems, a development that has intensified investor concerns over the South Korean tech titan’s ability to regain ground in…
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Samsung Rebuts HBM3E Failure Claims, Cites Smooth Testing
Earlier reports indicated that Samsung’s HBM3E chips encountered significant issues during NVIDIA’s verification tests, including overheating and excessive power consumption. Since last year, Samsung has been providing HBM3 and HBM3E chips to NVIDIA for verification, but they have not passed the tests. According to Business Korea, Samsung released a statement to the media denying the…
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The price of HBM products may increase by 5~10% next year
In recent years, the demand for High Bandwidth Memory (HBM) has surged dramatically, especially with the rise of the artificial intelligence (AI) boom, making this trend increasingly apparent. Sales of HBM products have climbed steadily, and prices have risen correspondingly. Despite efforts by memory suppliers to increase HBM production capacity, they still struggle to meet…
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Samsung Electronics and SK Hynix have been receiving a surge in orders for HBMs
Recently, due to the sluggish semiconductor situation, DRAM prices have been falling all the way. Major memory chip manufacturers such as Samsung and SK Hynix are miserable. The financial statements of the latter in the fourth quarter of 2022 show that they even suffered a single quarterly loss again after ten years. However, ChatGPT has…