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Construction Equipment Maintenance
Oil pressure master🛠
하이닉스
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$XTER
Dinolist

[알기쉬운공학 @kkh91122]

P2E

Play to enjoy
⬇️
Play to earn
⬇️
Pay to earn
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Pain to earn

[알기쉬운공학 @kkh91122]

@MrfomoBTC 아 마지막 말 ㅈㄴ웃기네요ㅋㅋ 진짜 코인은 탈출할 기회도 없죠

[알기쉬운공학 @kkh91122]

@xjs3054 300부터는 개미들이 차익실현 한것 같아요

[알기쉬운공학 @kkh91122]

그냥 작년부터 폭락 예상 하는 사람들 많았는데
그건 그냥 차트만 봐서 그래요ㅎ
올랐으니 떨어질것이다 라는 1차원적인 생각보다는
작년부터 @SKhynix 영업이익 우상향을 봐보세요
물론 비트코인은 가치는 있지만 매출이 없습니다
전자닉스는 영업이익이 분기에 조단위가 나옵니다.아직도 비싸나ㅎ

[알기쉬운공학 @kkh91122]

@geomok99 다들 남의 종목에는 냉철하게 분석함ㅋㅋ

[알기쉬운공학 @kkh91122]

예전에는 기술을
지금은 돈을 추구하는 상황
아주 오래전 질문이 다시 생각난다

과연 블록체인은 무엇인가

[Binance @binance]

Trade stocks futures before they go public.

Introducing Pre-IPO Perpetual Contracts on Binance Futures, get exposure before IPO day.

First up: SpaceX (SPCXUSDT).

Learn more 👉 https://t.co/7c7bipNfPt

[알기쉬운공학 @kkh91122]

@jsh3pump_ 이건 코인시장을 버리겠다는거 잖아ㅋㅋ

[알기쉬운공학 @kkh91122]

올해 막판 포트폴리오는 SKC 입니다

[알기쉬운공학 @kkh91122]

로또번호 3개 맞춘 기적이였습니다.
늘 매주 ATH

[알기쉬운공학 @kkh91122]

보유 3종목

SK하이닉스
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ATH

[알기쉬운공학 @kkh91122]

@admi_alts 이게 오른건가요ㅋㅋㅋㅋ

[알기쉬운공학 @kkh91122]

@456girls 차라리 단군왕검 때부터 올라가자

[알기쉬운공학 @kkh91122]

@passionguy901 @HyperliquidX 타점 너무 좋으신데요?ㅋㅋㅋ

[알기쉬운공학 @kkh91122]

보유 3종목

SK하이닉스
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ATH

[알기쉬운공학 @kkh91122]

ATH

[알기쉬운공학 @kkh91122]

ATH

[알기쉬운공학 @kkh91122]

SK하이닉스
한화
미래에셋

[Bbae-ron @yentreeno1]

https://t.co/qzS1ZwQfjI

[Angina Pectoris @yeoulabba]

https://t.co/r2n0wiJslh

[Jukan @ ICML @jukan05]

NVIDIA's Vera Rubin to Use Only Samsung and SK Hynix HBM4

Samsung Electronics and SK Hynix's sixth-generation High Bandwidth Memory (HBM4) will be incorporated into NVIDIA's next-generation AI accelerator "Vera Rubin," slated for release in the second half of this year. Micron, the world's third-largest memory company, has been excluded from the HBM4 supply chain for Vera Rubin — a result widely interpreted as a recognition of Korean memory makers' technological superiority in key HBM4 performance metrics such as operating speed and bandwidth.

According to industry sources on March 8, Samsung Electronics and SK Hynix have been confirmed as suppliers on NVIDIA's Vera Rubin vendor list. The two companies have been provisionally selected as HBM4 suppliers for the flagship next-gen AI accelerator, whose performance hinges critically on this component. HBM4 is an AI server memory chip manufactured by stacking 8 to 16 layers of advanced DRAM built on 11–13nm process nodes atop a base die, enabling rapid delivery of large volumes of data to the GPU in AI accelerators.

Micron, which currently supplies HBM3E to NVIDIA, has been dropped from the Vera Rubin HBM4 vendor list. The company is expected to supply HBM4 for mid-tier AI accelerators optimized for inference — such as the "Rubin CPX" — rather than for Vera Rubin itself.

The selection of Samsung and SK Hynix as the sole HBM4 suppliers reflects their ability to meet NVIDIA's performance and yield requirements. Samsung has effectively passed NVIDIA's bifurcated HBM4 qualification tests targeting operating speeds of 10Gb/s and 11Gb/s. SK Hynix is in the process of optimizing its product for the 11Gb/s test. Samsung's foundry division has also won an order to produce NVIDIA's GPU "RTX 3060," which the company has decided to resume manufacturing, with production set to begin shortly on an 8nm process.

Only Samsung and SK Hynix at the Heart of NVIDIA's "Monster AI Chip" — Micron Eliminated

Since around 2022, when the AI era began, NVIDIA has been the company that determines the fate of memory semiconductor firms. Those that made it into NVIDIA's HBM supply chain became central players in the AI industry; those that didn't saw their standing diminish. Samsung was a prime example — the two-year crisis narrative that plagued Samsung Semiconductor was triggered by delays in HBM3 supply to NVIDIA and only subsided last September when Samsung passed NVIDIA's HBM3E 12-layer qualification test.

Against this backdrop, the selection of Samsung and SK Hynix — and exclusion of Micron — as Vera Rubin HBM4 suppliers is being assessed as highly significant. It opens the door to large-scale NVIDIA shipments over the next one to two years, securing their HBM dominance.

High-Spec HBM4 Orders

According to industry sources on March 8, Vera Rubin hardware will be unveiled for the first time at NVIDIA's developer conference GTC 2026, scheduled for March 16 in Silicon Valley. While no official launch date has been set, a second-half 2026 release is expected. NVIDIA is putting everything into making Vera Rubin's performance more than five times greater than its predecessor, in order to decisively outpace rivals including AMD and Broadcom. More than 80 partner companies worldwide are aligning with NVIDIA to support the launch of this "monster AI accelerator."

Since last year, NVIDIA has identified HBM4 as the critical component underpinning Vera Rubin's success, pushing memory companies to develop high-performance products. It demanded operating speeds exceeding 10Gb/s — well above the 8Gb/s JEDEC standard — for Vera Rubin's HBM4. Capacity has also been scaled up: Vera Rubin will incorporate 16 HBM4 stacks totaling 576GB, surpassing the 432GB HBM4 capacity in AMD's competing next-gen AI accelerator, the MI450.

Micron Eliminated from Vera Rubin

Global memory companies competed fiercely for Vera Rubin HBM4 supply contracts. Winning over NVIDIA — which commands over 80% share in the AI accelerator market where HBM is heavily integrated — means both technological validation and guaranteed strong earnings.

The race for Vera Rubin HBM4 has narrowed to Samsung and SK Hynix. Micron does not appear on the vendor list. "Micron isn't even being discussed as a Vera Rubin HBM4 supplier," one industry source said.

Between the two, Samsung has recently pulled ahead. Samsung has effectively passed NVIDIA's bifurcated qualification tests for both 10Gb/s and 11Gb/s variants of HBM4, and began shipping finished products to NVIDIA last month, albeit in limited volumes. SK Hynix is continuing product optimization with NVIDIA to pass the 11Gb/s test. Given that the process from HBM4 DRAM wafer input to final packaging takes over six months, both companies are expected to begin full-scale HBM4 production as early as this month.

Micron is not entirely out of the HBM4 picture, however — it is likely to supply HBM4 for mid-tier products in the Rubin series rather than for Vera Rubin itself.

Commodity DRAM Pricing Is a Wild Card

Volume allocations and pricing for Vera Rubin HBM4 have yet to be finalized. Some industry observers suggest that while SK Hynix will retain more than half of NVIDIA's total HBM shipments — including HBM3E — this year, Samsung may emerge as the largest supplier when it comes to Vera Rubin HBM4 specifically. Samsung recently expressed strong confidence, stating that its HBM revenue this year will be triple that of last year.

A key variable is commodity DRAM pricing, which has been roughly doubling quarter-over-quarter. The per-Gb price of server DRAM modules such as SOCAMM2 has reportedly risen to approximately $1.30 — approaching the level of HBM3E, the flagship HBM product. From Samsung's perspective, producing commodity DRAM — which does not require the additional expensive stacking processes that HBM4 demands — may be more profitable.

Jensen Huang's meeting with SK Hynix engineers in Silicon Valley to encourage HBM4 development is also being interpreted as a move to check Samsung's growing negotiating leverage. "Samsung holds HBM4, commodity DRAM, and other products, giving it a diverse set of negotiating cards it can play with NVIDIA," one industry observer noted.

$MU

[알기쉬운공학 @kkh91122]

@XterioGames ???

[알기쉬운공학 @kkh91122]

@babybluecream 한번이라도 가보고 올리시나ㅋㅋ