Samsung Electronics

A Seoul paper says Samsung's HBM4E passed Nvidia's quality tests, and Samsung says it cannot confirm that

Passing qualification is not a supply contract. Volumes, contract sizes and mass-production timing are all unconfirmed, the paper says itself.

China's CXMT says it will put a denser DRAM cell into server memory before the end of the year

Nobody has commercialised the denser cell at scale. CXMT holds about a tenth of the DRAM market and says it will try first, in servers.

A three-year-old lab says its open agent drives 2.5% of the world's AI tokens, and investors have valued it at $1.5bn

Nvidia and Samsung joined the round. The company puts annualised revenue at about $36m in mid-September and says the free agent has been cloned 24 million times.

Samsung's quarterly profit rose nearly ninefold, and it has still not said how much of it is memory

The guidance beat the analyst consensus on profit and missed it on revenue. Samsung gave no segment breakdown, which is where the AI memory money actually sits.

Samsung and five affiliates are putting $1bn into a four-month-old company that wants to own the power too

Samsung says power availability is the greatest bottleneck in AI infrastructure. Helix is four months old and has already raised more than $10bn.

CXMT says its fifth-generation DRAM is in mass production at an 11.95-nanometre half-pitch

The company says the platform yields at least 50 per cent more dies per wafer than its predecessor. It did not disclose yields or monthly output, the two numbers that would settle how close it really is.