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30.10.25 - 04:30
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Samsung′s chip profit soars after AI fuels demand for memory (SCMP)
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Samsung Electronics' semiconductor arm reported a bigger-than-expected 80 per cent surge in profit, suggesting global AI demand is helping drive a recovery at the Korean company's most important business.
The unit, which competes with SK Hynix and US-based Micron Technology, said it will focus next year on mass production of the next generation of high-bandwidth memory or HBM4 – designed to work in tandem with AI accelerators from Nvidia. The company echoed SK Hynix's prediction that a spending......
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24.09.25 - 20:42
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Micron′s Earnings Were ′Incredible′: Bokeh′s Forrest (Bloomberg)
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Bokeh Capital Partners CIO Kim Forrest says she expects Micron shares to continue to rise long-term as markets become more aware of the need for high bandwidth memory in the AI age. She tells Bloomberg's Caroline Hyde and Ed Ludlow why "old tech" makes a good new investment on “Bloomberg Tech.” (Source: Bloomberg)...
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