Jukan

Barclays: "After Mid-August, No Later Than September" U.S. Semiconductor Tariffs Could Have a Larger-Than-Expected Impact Barclays stated in its latest research report that the timing for the imposition of U.S. Section 232 semiconductor tariffs is essentially confirmed. The most…

That's truly fascinating. So, in 2018, Jensen Huang visited Samsung and proposed: 1. Jointly developing HBM. 2. Cooperating in foundry, effectively replacing TSMC. 3. Working together on CUDA. And Samsung, due to the political environment at the time, was too chaotic and…

Wang Minjie, a principal applied scientist at AWS Amazon Cloud Technology Shanghai AI Research Institute, announced on WeChat that AWS's Shanghai AI Research Institute has officially been disbanded. I'm curious what innovations these Chinese talents, who were part of AWS, will…

Even though it’s a Chinese company, AMEC is an extraordinarily high-margin business — with gross margins projected to stay in the 44% range.

JPM Tech Sales: SK Hynix 2Q25 Earnings Preview 2Q25 Earnings Estimates Operating Profit (OP): JP Morgan estimates KRW 9 trillion. Current sell-side consensus is around KRW 9.2-9.3 trillion, and the results are expected to converge within this range. 2Q JPMe Gross Margin (GM):…

"The Samsung version of the Snapdragon 8 Elite 2 has not been canceled. Because the set chip (套片) is quite a bit cheaper, some manufacturers are still watching the situation. Do you trust Samsung’s 2nm process?"

Rumor: CXMT has completed HBM3 sample development. Testing underway with several Chinese AI hardware startups. Supply to customers to begin in 2026. m.gelonghui.com/p/2375081

Samsung's HBM4 1c DRAM wafer yield improved to approximately 40% based on cold tests and 50-60% based on hot tests. it.chosun.com/news/articleVi…

Asia Tech Marketing Review (JPM) • Recently held meetings with over 45 institutional investors during Hong Kong marketing. • Overall interest was concentrated in the order of Memory > Holding Companies > EV Batteries & Materials = Hardware. • Investor confidence in the…