# semiconductor supply
Latest news and articles about semiconductor supply
Total: 2 articles found
Technology
Samsung’s HBM4 Push Could Reset the High‑Bandwidth Memory Race — and Tighten Supply for AI Chips
Samsung plans to begin HBM4 production in February and has passed validation for Nvidia and AMD, signalling a sharper contest with SK Hynix for AI‑grade memory. The move could ease supply constraints for next‑generation GPUs, affect pricing and market share, and has contributed to a notable re‑rating of Samsung’s financial outlook.
NeTe2026年1月26日 04:20
#Samsung#HBM4#SK Hynix
Technology
Samsung Doubles NAND Prices as AI‑Fueled Storage Supercycle Tightens Supply
Samsung has raised NAND flash prices by over 100% in Q1 2026 as AI‑driven demand for high‑performance storage outstrips supply. Analysts say the industry has entered a storage‑chip "supercycle," with tight capacity likely to persist until at least 2027 and meaningful new supply not expected until 2028.
NeTe2026年1月26日 04:10
#NAND#Samsung#SK Hynix