Samsung Electronics' Device Solutions unit reported a 68 percent year-on-year increase in sales for Q1 2024, largely thanks to its memory sales - a result that confirms what many had predicted: an AI and server boom has brought the chip shop out of the lows experienced in 2023.
For servers and storage, the continuous increase in the supply of AI servers and subsequent expansion of associated cloud services will increase demand not only for high bandwidth-memory (HBM) but also for conventional servers and storage solutions.
Samsung revealed on Tuesday it had started mass production of HBM3E 8H this month and plans to mass produce HBM3E 12H products and a 128GB product based on 1B nanometer 32GB DDR5 within the second quarter.
[
Collection
]
[
|
...
]