AI valuations under scrutiny: Market demands real profits instead of billions of dollars in spending
The golden age of unconditional trust in AI promises has come to an end, giving way to tough financial discipline…
The end of the monopoly in AI? Samsung enters the HBM4 game and challenges SK Hynix
Samsung rzuca wyzwanie dotychczasowej dominacji SK Hynix, kończąc okres niepewności związany z certyfikacją swoich najbardziej zaawansowanych układów pamięci.…
The new infrastructure cost structure: Why CAPEX budgets need to take into account sustained HBM price increases
The rapid 21 percent growth of the semiconductor market in 2025 ultimately confirmed that the industry's center of…
SK Hynix CEO: AI developments are strangling the global semiconductor supply chain
The explosion of investment in AI data centers is creating serious bottlenecks in global supply chains, limiting the…
New US restrictions hit Chinese factories of Samsung and SK Hynix
Washington is tightening its grip on the technology war, revoking key export licenses for U.S. semiconductor manufacturing equipment…