Samsung has broken all records with its financial and operational performance in the first quarter of 2026, as the relentless AI-driven benevolent tailwinds show no sign of losing momentum. …
… In an interview with Tae Kim, Kress shared how her firm had ordered memory in advance as it understood that a price surge was imminent. …
… The booming demand for AI chips and the key role played by high-bandwidth memory HBM in it have led to a surge in global memory prices. …
… Related Story AMD’s Lisa Su Pushes Back on GPU Cannibalization Fears, Calling Agentic AI’s CPU Surge ‘Largely Additive’ to Accelerator Demand Ibiden's financial results for the fiscal year ending on March 31st reveal details about the latest state of the AI market. …
… KIS adds that the market's viewpoint might be flawed since even though the prices are higher, the payoff from the higher utilization of the GPUs is higher as well since more memory enables greater system level performance rather than per chip performance. …
… Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. …
… With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to deliver accurate and authoritative coverage. …
… Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. …