hbm-memory

Samsung forecasts a record 780% quarterly operating profit jump driven by surging AI demand for its memory chips, including its new HBM4 high-bandwidth memory, marking the first time a South Korean firm surpasses 100 trillion won in quarterly profit.

The tweet highlights the high memory bandwidth of GB300 (7.4 TB/s) and explains that this contributes to the scarcity of HBM memory globally.

Samsung chip engineers are defecting to rival SK Hynix, attracted by larger bonuses fueled by profits from AI memory chips. The talent war highlights the fierce competition in the high-bandwidth memory market.