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26 stories about HBM4

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26 stories
Samsung posts record $31.8 billion Q1 2026 profit as AI chip demand surges
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Samsung posts record $31.8 billion Q1 2026 profit as AI chip demand surges

Samsung's staggering $31.8 billion quarterly profit marks a historic inflection point: the world's largest memory chip maker has finally broken free from years of cyclical downturns by positioning itself at the center of the artificial intelligence boom. The windfall underscores a brutal reality reshaping the global semiconductor industry—companies that can't keep pace with AI's insatiable appetite for specialized processors risk obsolescence, while those that can are minting record profits that dwarf their traditional business lines. For Samsung, the quarter is less a victory lap than a warning shot to rivals: the AI arms race is already producing winners and losers, and the gap between them is widening faster than anyone anticipated.

Notebookcheck·

3 sources

CNBC on MSNMSN
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Samsung’s founding family doubled its wealth in a year. Its workers want a share.

Samsung's Lee dynasty doubled its wealth to $45.5B in 12 months on AI memory chip demand. Q1 profit rose 8x. Now 30,000 workers are threatening to strike for a cut.

The Next Web·
Media

Samsung's HBM4 Lead at Risk as Union Strike Looms

Seoul Economic Daily·
Media

Samsung Electronics triples Q1 HBM sales, readies HBM4 to lead from Q3 - CHOSUNBIZ

Chosunbiz·
Media

Samsung’s 4nm FinFET process is central to its HBM4 strategy

Sammy Fans·
Is Micron Technology Stock About to Join the Exclusive $1 Trillion Club?
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Is Micron Technology Stock About to Join the Exclusive $1 Trillion Club?

Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A digital rendering of a...

AOL·
RelatedIntelIntelNVIDIANVIDIA
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Micron Technology Inc. (MU) Sees High Production Volume of HBM4

Yahoo Finance·
Media

Samsung Pioneers Commercial HBM4 Shipments as Capacity Sells Out. 2027 to See Larger Memory Supply-Demand Gap

TradingKey·
Media

[News] Intel, SoftBank Reportedly to Unveil ZAM-Based HB3DM in June, Bandwidth More Than Double HBM4

TrendForce·
RelatedIntelIntel
Samsung Q1 profit beats expectations, starts HBM4 production for Nvidia
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Samsung Q1 profit beats expectations, starts HBM4 production for Nvidia

Crypto Briefing·
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SK hynix Verifies 12-Die Hybrid Bonded HBM Stack, but Won’t Disclose Yield Figures as Next-Gen HBM4 AI Memory Race Heats Up

Wccftech·
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SK Hynix deepens TSMC ties with HBM4, advances memory-logic integration

digitimes·
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Nvidia's Rubin GPUs hit the brakes as HBM4 memory drought threatens Jensen’s supply chain magic: report

SDxCentral·
RelatedNVIDIANVIDIA
Samsung Smashes Record Earnings as AI Demand Ignites a Semiconductor Boom
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Samsung Smashes Record Earnings as AI Demand Ignites a Semiconductor Boom

Samsung reports record-breaking Q1 2026 results with profits surging 750% thanks to demand for HBM4 memory chips amid the AI ​​boom.

Android Headlines·
Media

Samsung's HBM4 Sold Out for Year, to Exceed Half of HBM Revenue from Q3

Seoul Economic Daily·
Why Samsung stock is falling after its best quarter in history?
Media

Why Samsung stock is falling after its best quarter in history?

Samsung Electronics on Thursday reported the strongest quarterly results in its history, as a near-50-fold surge in chip earnings driven by artificial intelligence data centre spending lifted ...

Invezz·
Media

Samsung fast-tracks Pyeongtaek fabs to turn HBM4 edge into AI memory scale

digitimes·
SK Hynix posts record first-quarter profit, in line with estimates as memory prices climb
Media

SK Hynix posts record first-quarter profit, in line with estimates as memory prices climb

SK Hynix posted yet another quarter of record profit and revenue, as prices for its products continue to surge amid strong AI demand.

CNBC on MSN·
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Micron’s HBM4 Is Sold Out As TurboQuant Questions Future Memory Needs

Yahoo Finance·