SIA: Global Semiconductor Sales Surpass $1 Trillion for First Time in First 8 Months of 2026 #SIA #Semiconductor #AIChip #HBM #ChipMarket #ICGOODFIND
@icgoodfind.bsky.social
@icgoodfind.bsky.socialSIA: Global Semiconductor Sales Surpass $1 Trillion for First Time in First 8 Months of 2026 #SIA #Semiconductor #AIChip #HBM #ChipMarket #ICGOODFIND
@elfolio.bsky.socialSamsung rompe récords con un beneficio operativo disparado por los chips de IA y la memoria de alto rendimiento. #Samsung #InteligenciaArtificial #IA #Semiconductores #Chips #Tecnologia #Nvidia #HBM #Mercados #Empresas #CoreaDelSur #felizjueves #8deoctubre
@kautious.comSamsung Q3 operating profit: ₩107.4T, +782.5% y/y—AI memory demand drives the surge.
Revenue: ₩195.0T (+127%), below cited ₩200–201.9T estimates; profit beat some, missed others. Watch Oct. 29 results for HBM4, DRAM pricing and supply.
$MU #HBM
@edsonbellido.bsky.social3/4 Micron's HBM4E core dies move to its 1γ node while the base die goes to TSMC on a 3nm class process. COO Manish Bhatia says the customization lifts ASP and margin. Does outsourcing the control layer strengthen the premium or erode it? #Semiconductors #HBM
@edsonbellido.bsky.social1/4 🧠 Micron will buy its NVHBM base die from TSMC instead of building it, and still expects better margins. The bet: NVIDIA's custom logic inside that die creates value worth more than the foundry bill. #Semiconductors #HBM
![SemiRecap Infographic [HARDWARE_DEEP_DIVE]: Micron Bets NVHBM Margins on Outsourced Base Die. A 2.5D vector cartoon illustration on a solid white background (#FFFFFF) showing an exploded HBM4E memory stack: a vertical column of Deep Maroon (#450d16) DRAM core dies labeled '1γ CORE DIES' with warm gold pins, seated above a larger custom base die labeled 'CUSTOM BASE DIE (TSMC 3NM CLASS)' containing a visible 'MEMORY CONTROLLER' block and a 'CUSTOM I/O PHY' block along its edge. Cyan bus traces run from the base die across an 'NVLINK FUSION' interconnect into a Deep Maroon 'NVIDIA AI GPU' package, visualizing the controller migration that cuts HBM power 15% and lifts bandwidth up to 30%.](https://cdn.bsky.app/img/feed_fullsize/plain/did:plc:nxdiuv7626cjwxguzjlh4o3b/bafkreieqgvbuys36iun2bsodef4n4wshqgxo2pz3ybvkanfl4mjflsgoyu@png)
@edsonbellido.bsky.social3/4 Micron is the only US HBM maker, working with Nvidia on the industry's first custom HBM. A $250B buildout spans campuses in Clay, New York and Boise, Idaho, while SK Hynix and Samsung expand in Korea. Memory costs are lifting iPad and MacBook prices. #AIHardware #HBM
@edsonbellido.bsky.social1/4 Micron just posted a $54.23B quarter, nearly 4x the $11.32B from a year ago, and guided fiscal Q1 to about $61.5B revenue and $38.15 EPS. 📈 DRAM revenue alone grew 343% to $39.8B, 73% of total sales. #Micron #HBM #Semiconductors
![SemiRecap Infographic: Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold [Bluesky]](https://cdn.bsky.app/img/feed_fullsize/plain/did:plc:nxdiuv7626cjwxguzjlh4o3b/bafkreibpyj7aoh56n3rijc4chudzlph6dy6d4wjuyrqhvy2rujak2hbtuu@png)
@pulseofnations.lol
@el0j.bsky.social
@semiconshinbun.bsky.social【新着記事】
HBMはなぜ速いのか――クロック周波数より「道幅」で考える
HBMは「積層したから速い」のか。帯域幅を1本当たりの速度と車線数に分け、1024ビット級のI/O、TSV、インターポーザー、並列チャネルがどう結び付くかを整理した。広帯域と低レイテンシの違い、ピーク帯域を使い切れない理由も図で読む。
https://semiconshinbun.com/articles/hbm-wide-interface-bandwidth
@techscope365.bsky.social📝 「メモリの価格爆発」が2028年も続く理由――MicronCEOの警告が示す、AI時代のインフラ逼迫の本質
Micron CEOが衝撃の警告を発表。メモリ不足が2028年以降も継続し、顧客は現在の「はるかに高い価格」を支払うことになるという。なぜAI革命は深刻なインフラ危機を招いているのか。
🔗 https://techscope365.com/2989/
#メモリ不足 #HBM #サプライチェン #AI #テクノロジー
@edsonbellido.bsky.socialThe mechanics: 26 take or pay SCAs with terms extending into 2031. Minimum contracted backlog sits near $150B at floor prices. About 75% of that revenue carries price floors and ceilings, backed by $32B in customer commitments, mostly cash. #DRAM #HBM
@winbuzzer.comMemory maker Micron expects AI-driven memory demand to outpace expanding supply through 2028, intensifying competition for chips among data-center and device makers.
@forbes.it
@marthio.bsky.socialMicron Reports $54.23 Billion Fourth-Quarter Revenue and Sets Record 2026 Earnings
https://marthio.com/a/micron-technology-reports-54-23-billion-revenue-in-fiscal-q4-2026
@semiconductornews.bsky.social
@winfuture.deDer KI-Boom verdrängt normalen Arbeitsspeicher: Laut #Samsung wird 2027 fast ein Drittel der weltweiten #RAM-Produktion für KI-Rechenzentren reserviert sein. #Arbeitsspeicher #Speicherkrise #DRAM #HBM
@forbes.itL'esplosione dell'IA prosciuga i chip nei magazzini: listini hardware alle stelle ed effetti pesanti sulle tasche dei consumatori. #ai #dram #hbm #intelligenza-artificiale #memorie #nand #nvidia #pc #samsung #semiconduttori #sk-hynix #smartphone #tecnologia
@mengli512.bsky.socialAI inference accelerators are moving to 3D DRAM stacked directly on compute for higher bandwidth and lower energy. Will this become the standard architecture?
#DRAM #3DDRAM #HBM $NVDA $QCOM
chippub.substack.com/p/why-is-eve...
@buysellram.bsky.socialWhen will the memory shortage end?
Many expect tight DRAM supply to continue into 2028 or beyond, driven largely by AI and HBM demand. 20 forecasts, compared side by side.
buysellram.com/blog/when-wi...