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02.01.26 - 18:54
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UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings (ZeroHedge)
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UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings
For several months, we have tracked a sharp increase in DDR5 DRAM pricing, as evidenced by DRAMeXchange data, driven primarily by surging AI-related cloud computing demand and hyperscalers accelerating data center buildouts.
On day one of the new year, Samsung co-CEO Jun Young Hyun told employees in an internal memo that customers have praised the differentiated competitiveness of its next-generation high-bandwidth memory (HBM) chips, or HBM4, saying, "It's even earning an assessment from customers that 'Samsung is back'." He noted that Samsung will also benefit from favorable memory market conditions this year, as demand for artificial intelligence chips has materialized much quicker than initially anticipated.
The other week, Goldman analyst Maho Kamiya told clients that mounting concerns about soaring memory prices posed new risks for Nintendo, which manufactures consumer electronics such as the po...
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02.01.26 - 14:03
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Terry Suzuki Appointed Head of New ORIX Group USA & Europe Business Unit (Business Wire)
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NEW YORK--(BUSINESS WIRE)--ORIX Corporation USA (“ORIX USA”), the U.S. investment and asset management arm of ORIX Group, announced that President and CEO Terry Suzuki has assumed the role of Senior Managing Executive Officer of ORIX Corporation and is responsible for ORIX Group's USA & Europe Business Unit, in addition to his current role at ORIX USA. The establishment of the USA & Europe Business Unit is part of ORIX Group's new organizational structure designed to accelerate progress toward its 2035 long-term vision and financial goals.
In this expanded role, Suzuki will play a key role in advancing ORIX Group's global Asset Management strategy across the U.S. and Europe, working in close alignment with the leaders of ORIX Europe Group companies, including Karin van Baardwijk, CEO of Robeco and Group Executive of ORIX Corporation, to identify cross-regional synergies and drive the continued growth of the asset management platform. Suzuki will also work closely with ORIX U.K. leadership to suppor...
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