Samsung’s weaker than expected earnings underline investor concern that the company is falling further behind rival SK Hynix in the high-bandwidth memory chips used in AI hardware.
It feels like CES again with a slew of tech news this week! In this episode, Devindra dives into his final thoughts on NVIDIA ...
Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, ...
It’s been another jam-packed week in tech. Whether it’s the reveal of the Samsung Galaxy S25 Ultra, with its substantial new ...
But it has not provided any update since, and delays to providing Nvidia with high-end chips have continued to weigh on its earnings, analysts said. In November, Samsung replaced some of its top ...
South Korea's SK Hynix forecast sales of its high-end semiconductors used in generative artificial intelligence chipsets ...
The company said supply will remain tight for high-performance chips, but demand declines will accelerate for legacy products ...
Nvidia still has the stock-boosting power, but its strength may be waning as some investors wonder how long it will last.
Samsung Electronics (SSNLF) is now trading at a 20-year low from a valuation perspective. See why I think Samsung is an ...
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, ...