Samsung Electronics
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Samsung’s 12-Layer HBM3E Passes Nvidia Certification, Analysts Weigh In
Reports suggest NVIDIA has secured a deal with Samsung for its 12-layer stacked HBM3E memory, potentially for use in liquid-cooled server systems. The initial order is rumored to be 30,000-50,000 units. Samsung has neither confirmed nor denied the agreement. While previous validation claims proved premature, Wall Street analysts are optimistic that Samsung will complete certification by the end of August and begin shipments to NVIDIA in Q4. Samsung aims to reduce HBM3E production costs and expects increased HBM profitability.
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SK Hynix Crowned New Profit King: Surpasses Samsung with 21.33 Trillion Won Profit Last Year
SK Hynix surpassed Samsung Electronics in operating profit in 2024, achieving 21.33 trillion won, driven by a strong performance in the memory chip market. South Korea’s 1,000 major listed companies also saw record profits, with a 92.7% increase from 2023. While Samsung had significantly higher revenue, SK Hynix’s operating profit margin was much higher. The CXO Institute predicts SK Hynix to maintain its lead in 2025.
