Wafer-scale challenger posts $193m quarter, adds an AWS tie-up, after the largest semiconductor IPO ever
HBM
tracked under AI ▸ Semiconductors
2026年度第3四半期（6月24日発表）、AIメモリーで過去最高収益。データセンター売上が約150%増、2026年通年のHBM生産能力はすでに予約済み
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