As Nvidia's Stock Gains, One Analyst Shows Why Stargate Could Be so Significant
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Express News | Exclusive-Nvidia, Huawei and Cambricon to Benefit From Bytedance's Spending - Sources
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Trump's "Gateway to the Stars" plan triggers a shift in the AI landscape, and changes in the relationship between Microsoft and OpenAI?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
Under the wave of AI, SK Hynix's profits in Q4 soared more than 20 times, yet investors are not "buying it".
SK Hynix announced that last year's fourth quarter operating profit increased more than 20 times, reaching 8.08 trillion won.
Nvidia Supplier SK Hynix Soars 102% In Revenue, But Stock Drops Despite AI Memory Boom
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Ming-Chi Kuo: Himax Technologies (HIMX.US) is becoming a "key" beneficiary of Taiwan Semiconductor's advanced packaging technology COUPE.
Ming-Chi Kuo, an Analyst from Tianfeng International Securities, stated on Wednesday that Himax Technologies is becoming a "key" beneficiary of Taiwan Semiconductor's AI and silicon photonics programs.
'Still a Strong Buy,' Says Top Investor About Nvidia Stock
Express News | SK Hynix: Expects Chinese Firms to Face Uncertainty in Developing Advanced Chips Due to U.S. Restrictions
Express News | SK Hynix Expects to Supply 16-Layer Hbm4 Chips in the Secondhalf of Next Year
Express News | SK Hynix: Conventional Dram Market to Go Through Gradual Correction This Year
Express News | SK Hynix: Sees 2025 Capex Rising Slightly From 2024
Express News | SK Hynix Shares Open Down 2% After Q4 Earnings Announcement
NVIDIA's partner SK Hynix reported record profits, driven by the AI boom.
SK Hynix's quarterly profit set a record, as the company expanded its leading edge in the Memory Chip field used for Datacenter and AI development. As a major high-bandwidth memory supplier for NVIDIA, SK Hynix recorded an operating profit of 8.08 trillion won (5.6 billion USD) in the quarter ending in December, meeting the average forecast of Analysts. Revenue rose to 19.77 trillion won. The performance in this quarter indicates that SK Hynix remains a leader in the high-bandwidth memory market, which may help alleviate concerns about major Technology companies, such as Microsoft, peaking in spending driven by the Global AI boom.
SK Hynix Posts Strong Fourth-Quarter Net Profit on AI Boom, Beating Consensus