Wafer-scale challenger posts $193m quarter, adds an AWS tie-up, after the largest semiconductor IPO ever
HBM
tracked under AI ▸ Semiconductors
2026 회계연도 3분기, AI 메모리 주도 기록적 매출; 데이터센터 매출 약 150% 성장; 연간 HBM 생산 캐파 이미 완판
Seoul bilateral yields HBM4E samples and LP40 foundry talks; Tesla A16 to be built at Taylor, Texas; Samsung pins HBM5 comeback on an in-house 2nm base die
Jensen Huang confirms Samsung, SK Hynix and Micron passed HBM4 qual on June 5; SK Hynix holds ~60-70% of Rubin volume, 12-layer stacks priced above $600