Global Memory Chip Profits Surge: HBM3e Demand Boosts Samsung and SK Hynix.
Executive Summary: AI Accelerators Drive Record Memory Industry Earnings The global semiconductor memory sector—valued at nearly $1 trillion—reported record-breaking second-quarter operating profits, driven by insatiable demand for High Bandwidth Memory (HBM3e) used in AI server clusters. Industry leaders SK Hynix and Samsung Electronics posted multi-billion dollar operating profit rebounds, successfully counteracting broader macroeconomic weakness in … Read more