The HBM4 Fight Is Over. The Real Memory War Just Moved to the Packaging Line.
SK Hynix won Nvidia's HBM4 race. The real bottleneck moved to TSMC's packaging line, where lead times now run past a year.
Samsung
Every prompt/power story on Samsung, including “The HBM4 Fight Is Over. The Real Memory War Just Moved to the Packaging Line.” and “Analysis: John Ternus…
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Analysis: John Ternus’s First Fall Shows an Apple That Perfects, Not Pioneers
A foldable, a moving aperture and a Siri that finally shipped: Apple's first post-Cook fall launch matches the pace instead of setting…
The iPhone 18 Pro’s Best New Feature Is an Aperture That Actually Moves
Beyond the foldable, the iPhone 18 Pro has a main camera with a real mechanical variable aperture. The rest is the familiar…
SK Hynix’s $26.5 billion Nasdaq party lasted exactly one trading day
The biggest foreign IPO in US history was up 14% at Friday's open and down 15% in Seoul by Monday. One brokerage…
Galaxy Watch 8, one year on: the smartwatch Samsung is about to replace is the one to buy
Nine days before Unpacked, we weigh a year of testing on the Galaxy Watch 8 and say who should buy at $290,…
A $1.3 trillion tantrum: chips sell off while Samsung prints the best quarter in its history
Chip stocks lost roughly $1.3 trillion in five sessions while Samsung posted a record quarter. The market is pricing policy and payback,…
The AI memory supercycle comes for the $200 phone
Memory is now up to 64 percent of the build cost of the cheapest phones, and Omdia sees sub-$400 shipments falling 22…