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03.01.26 - 00:48
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Govt clears 22 electronics parts projects at Rs 42,000 crore investment (Times of India)
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India's electronics manufacturing sector receives a significant boost with 22 new component manufacturing proposals approved, attracting nearly Rs 42,000 crore in investments. Major players like Samsung, Foxconn, and Tata Electronics are set to enhance domestic production, aiming to reduce import reliance and bolster the nation's position as a global manufacturing hub....
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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 - 13:48
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CEO Says "Samsung Is Back" In Rare Remark, Sparks Stock Surge (ZeroHedge)
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CEO Says "Samsung Is Back" In Rare Remark, Sparks Stock Surge
Samsung shares in South Korea jumped the most in nearly 6 years to a record high after co-CEO Jun Young Hyun quoted customers as saying, “Samsung is back.”
In a New Year's memo to employees, Jun said 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'."
Samsung has lost high-bandwidth memory market share to SK Hynix in recent years and hopes its next-generation HBMs will fuel a turnaround this year.
The memo 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.
Memory prices have surged (further insight here).
Update: two months later https://t.co/Q4TPIrpzxV pic.twitter.com/O3KTKxZOVE
— zerohedge (@zerohedge) December 2...
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