[Morning 2026-02-25] HBM4 Production Kickoff: Samsung and SK Hynix Lead AI Supercycle
Samsung Electronics (005930) · SK Hynix (000660) Accelerating the AI Memory Supercycle: HBM4 Production Kickoff The South Korean semiconductor giants, Samsung Electronics (005930) and SK Hynix (000660), are entering a critical phase in the global AI race as mass production for next-generation High Bandwidth Memory (HBM4) begins this February. This strategic move, aimed at solidifying … Read more