Semiconductor investment

AMD's Meta investment of $1 billion and Helios AI server up and running

Open Time: October 27, 2026, 22:15 KST AMD has announced that it is investing $1 billion in a public offering of shares in Meta. At the same time, he disclosed that the rack-unit AI system Helios is already running on the Meta infrastructure, and that EPYC server processors are supporting Muse AI agents. The key point of this announcement is that we have moved from the cooperation plan to the actual system operation. In large AI infrastructures, GPU-unit performance, as well as CPU, network,

Oct 30, 20267 min read

Semiconductors & infrastructure SK hynix HBM4 High bandwidth memory DDR5 Enterprise SSDs Semiconductor earnings AI data centers Semiconductor investment Kioxia Shareholder returns Yongin semiconductor cluster

SK hynix sales surpassed 104 trillion won in the third quarter and expanded supply of HBM4

Public Time: October 28, 2026, 08:49 KST SK Hynix announced sales of 104.6155 trillion won and operating profit of 83.3338 trillion won in the third quarter of 2026. It's the first time in the company's history that quarterly sales exceeded 100 trillion won. As the demand for memory entering AI servers overlaps with the increase in product prices, the revenue structure has changed dramatically. If you look at this announcement as a simple performance record, you will miss an important part. HBM4 sales expansion, DDR5 for servers and For Enterprise

Oct 30, 20267 min read