Semiconductor News & Analysis Feed

SK Hynix reportedly removed price caps from its long-term memory supply agreements, diverging from Micron's approach. Traditionally, memory manufacturers use price ceilings in long-term contracts to mitigate volatility, but SK Hynix now allows spot market prices to fully reflect in contract pricing

Samsung Electronics reviewed its high-bandwidth memory (HBM) chip sales strategy and long-term supply agreements with key customers during a recent global strategy meeting, as demand for high-performance chips used in artificial intelligence (AI) applications surges. The company, which began mass pr

Samsung Electronics recently convened a global strategy meeting to discuss expansion strategies for high-bandwidth memory (HBM) chip sales and review long-term supply agreements with key customers. Held amid surging demand for high-performance chips used in artificial intelligence applications, the

Samsung Electronics recently reviewed its high-bandwidth memory (HBM) sales expansion strategies and long-term supply agreements with key customers during a global strategy meeting, amid surging demand for high-performance chips used in artificial intelligence (AI) applications. As the world's large

QumulusAI has secured over $124 million in long-term customer subscriptions with Hyperbolic and another leading AI inference platform for NVIDIA Blackwell GPU deployments. The agreements support a total of 1,280 NVIDIA Blackwell GPUs and include nearly $21.9 million in upfront commitments. These dep