Samsung is venturing into the GPU market, focusing on AI workloads rather than consumer GPUs. This strategic shift involves significant investments in GPU and AI infrastructure to enhance its AI capabilities and support applications like digital twins and lithography processes. The move complements Samsung’s ongoing development of the Exynos processor series and its ‘breakthrough’ HBM technology, indicating a broader push for advanced computing solutions.
SK Hynix, the second-largest memory chipmaker globally, reported a net profit of 1.92 trillion South Korean won ($1.39 billion) in the first quarter, reversing a loss of 2.58 trillion won logged in the same period a year ago. This marks the first positive income recorded since the third quarter of 2022. The strong performance was attributed to increased sales of AI server products and high-bandwidth memory (HBM), which caters to the surging demand for AI chipsets. SK Hynix plans to increase supply of HBM3E and introduce 32GB DDR5 products this year to meet the growing demand for AI memory. Despite a 4% slide in share prices on Thursday morning, SK Hynix shares have jumped over 100% in the past year.
