HBM, Samsung, AMD: Samsung reportedly to reveal HBM4 during October Tech FairView: With NVDA having qualified 12-layer HBM3e, Samsung is ramping up its push into the HBM4 race. Shortly after revealing impressive HBM4e specs with per-pin speeds exceeding 13 Gbps, Samsung is reportedly set to unveil
AMD to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., Oct. 16, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: AMD) announced today that company executives will participate in the following events for the financial community: Dr. Lisa Su, chair and chief executive officer, will present at UBS’s 2025 Global Technology and AI Conference on Wednesday, Dec. 3, 2025.Jean Hu, executive vice president, chief financial officer and treasurer, will present at Barclay’s 2025 Global Technology Conference on Wednesday, Dec. 10, 2025. Interested parties are invited to listen to the live webcast...
Memory: Spot prices move higherView: While TrendForce focuses primarily on DDR4 shortages in its midweek update (and a suspension of quotes), we believe DDR5 availability has tightened further to the point where it's difficult for spot market participants to get pricing for those parts as well. And
AMD Showcases “Helios” Rack-Scale Platform Built on the Open Compute Project Open Rack for AI, Introduced by Meta News Highlights: At OCP Global Summit 2025, AMD showcased its “Helios” rack-scale design, an open-based AI reference platform aligned with the new Open Rack Wide (ORW) standard contributed to OCP by MetaPowered by AMD Instinct™ GPUs, EPYC™ CPUs and AMD Pensando™ advanced networking, “Helios” will deliver the performance, efficiency, and scalability needed for next-generation AI workloads."Helios" underscores the focus from AMD to build the infrastructure needed to meet the worl...
Last week we attended the 2025 edition of the Semicon West conference, the key event for investors focused on the semiconductor equipment market. Over two days we hosted more than a dozen meetings with companies across the semiconductor value chain. Here are our key takeaways.
Samsung, Memory: Samsung expects CQ3 profit to grow 158% to ~12 Tr Won ($8.5B)View: Samsung yesterday announced its 3Q operating profit is expected to grow ~32% Y/Y to 12.1 trillion won ($8.5B), marking its highest levels since 2Q22 and far exceeding consensus of ~10 trillion won. Although detailed
Moody's Ratings (Moody's) upgraded the senior unsecured ratings for Advanced Micro Devices, Inc. ("AMD") and its wholly-owned subsidiary, Xilinx, Inc. ("Xilinx"), to A1 from A2, and the long-term issuer rating of Xilinx to A1 from A2. We affirmed AMD's Prime-1 short-term commercial paper program rat...
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