TSMC Weighs 3D DRAM at Nvidia Request, Then Affirms Focus on Logic Foundry
Reports of early planning for stacked memory chips amid AI-driven shortages meet a firm company statement that production remains years away and outside its core business
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SK Hynix Delivers Record Quarter on AI Memory Surge, Plans $75 Billion Shareholder Returns
South Korean chipmaker posts first quarterly sales above 100 trillion won as HBM demand drives profits and long-term supply constraints
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Nvidia Lifts AI Server Prices Over 15% Amid Memory Cost Surge
Rising DRAM and high-bandwidth memory expenses drive increases on systems shipping early next year, including Vera Rubin and Grace Blackwell platforms, ahead of Nvidia’s earnings report
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Samsung Weighs Over 100 Trillion Won Shareholder Return on AI Memory Gains
Samsung Electronics is reviewing a shareholder payout exceeding 100 trillion won, or about $72 billion, after a record quarter driven by AI-related memory demand, with a board decision expected by the end of August
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