According to industry sources, representatives from Samsung recently stated at a Citibank-hosted conference that progress on Nvidia's HBM validation is going smoothly, with expectations for HBM ...
Nvidia is currently conducting high bandwidth memory (HBM) verification tests with Samsung Electronics (Samsung), with industry attention focused on the validation timeline and potential supply ...
In order for Samsung Electronics to get on the AI semiconductor rally, it needs to deliver HBM to Nvidia, and Nvidia also needs to supply HBM from Samsung Electronics considering price bargaining ...
Nvidia's stock price has had a muted reaction to yet another fantastic earnings report. The company's valuation remains reasonable. However, the market seems nervous about the sustainability of AI ...