digitimes.com
2026-07-06
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after its Tesla win, according to Seoul Economic Daily. The potential orders could push Samsung Foundry toward profitability sooner than expected, with industry sources estimating its medium- to long-term order backlog co
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Nvidia’s, Billion
Nvidia’s $119 Billion Order Backlog and Seoul HBM Pacts Paint a Picture of Scarcity, Not Weak Demand
07.06.2026 - 21:35:01 | boerse-global.de
Nvidia locks in HBM4 memory for Vera Rubin amid warning of multi-year advanced chip shortage; stock dips 5% but analysts see 45% upside.
Nvidia’s - Nvidia’s $119 Billion Order Backlog and Seoul HBM Pacts Paint a Picture of Scarcity, Not W