#hbm

The thread focused on a concrete supply-chain link: HBM demand for AI racks can squeeze DDR and LPDDR supply for everyday devices.

Samsung Electronics became the 13th company globally to top $1 trillion in market capitalization, with shares surging 14.41% to ₩264,000. The KOSPI closed at an all-time high of 7,384.56 (+6.45%), with foreign investors recording ₩3.53 trillion in net purchases — one of the largest single-day inflows in Korean market history. AI infrastructure-driven structural demand and Samsung's reported foundry talks with Apple were the twin catalysts.

SK Hynix (000660.KS) reported Q1 revenue of KRW 52.5763T, operating profit of KRW 37.6103T and a 72% operating margin as AI memory demand lifted pricing.

HN latched onto the RAM shortage because the uncomfortable link is physical: HBM demand for AI data centers is now shaping prices for phones, laptops, and handhelds.

Meta said its in-house MTIA roadmap now spans MTIA 300, 400, 450, and 500. The company said the 2026 and 2027 deployments are aimed at lowering the cost and latency of serving GenAI workloads at massive scale.