US EditionSK hynix said to win sole HBM3E supply deal for Microsoft chip
- On Jan. 27, Business Korea reported SK hynix will exclusively supply HBM3E for Microsoft's Maia 200, unveiled on Jan. 26 and boosting inference efficiency about 30% per dollar.
- Amid tight HBM supplies, SK hynix's solid partnerships and proven mass-production quality support its role as a supplier while demand outpaces supply, triggering shortages expected into next year.
- High-Bandwidth memory drives faster data processing, and SK hynix's HBM revenue more than doubled last year, boosting its performance in servers and consumer devices.
- Investors will watch Thursday's earnings briefings, where industry sources say SK hynix appears to be participating as the exclusive supplier of HBM3E for Microsoft's Maia 200, with Counterpoint Research estimating SK hynix will hold about 50 percent of the global HBM4 market in 2026.
- Nvidia's allocations show about 70% of its HBM4 demand going to SK hynix, which is preparing full-scale HBM4 production while Samsung Electronics plans to begin production next month.
56 Articles
56 Articles
Earnings call summary: Samsung 4Q25 profit rides memory boom to record revenue
Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's main earnings engine, even as smartphones, TVs, and home appliances faced seasonal slowdowns and margin pressure.
Samsung Electronics posts record profit on AI demand
SEOUL, South Korea — South Korean tech giant Samsung Electronics posted record quarterly profits on Thursday, riding strong market demand for its artificial intelligence chips. A global AI boom has pushed up prices and shipments of conventional chips, while demand for high‑bandwidth memory chips, used in servers that power the technology, has soared. The hunger for chips to power AI has caused a shortage for consumer electronics, threatening hig…
Thanks to high demand for computer chips, South Korea's largest company can triple its operating profit. Samsung's figures even exceed market expectations.
Thanks to high demand for computer chips, South Korea's largest company can triple its operating profit. Samsung's figures even exceed market expectations.
Thanks to high demand for computer chips, South Korea's largest company can triple its operating profit. Samsung's figures even exceed market expectations.
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