Chips for Breakfast - MU Buy side Bars, QCOM Thoughts, News

Research evidence excerpt

Chips for Breakfast - MU Buy side Bars, QCOM Thoughts, News

nics Allocates Half of HBM Capacity to HBM4. Samsung Electronics has been found to have assigned

half of its high bandwidth memory (HBM) production capacity to its sixth generation HBM4. After becoming the first in the

world to ship HBM4 this past February, the company is now expanding production in earnest and moving to recover market

share - Chosun

• TrendFrorce shares its latest memory spot price trend report amidst subdued trading – with DRAM buyers showing

little willingness to follow higher quotation and NAND facing a pricing standoff.The DRAM spot market has trended

sideways this week with mainstream chips (i.e., DDR4 1Gx8 3200MT/s) slightly increased by 0.28% from US$35.80 last

week.NAND spot prices have stabilized after slipping a bit, though the rather high level has deterred small clients. Demand

for consumer electronics remains lethargic, though sellers refuse to lower prices. Only sporadic transactions are seen. Spots

of 512Gb TLC wafers dropped by 1.77% this week (June 22), arriving at US$20.069 - Trendforce

• Masayoshi Son Calls AI Bubble Talk an ‘Insult,’ Delays Retiring.Masayoshi Son says the AI revolution has only just

begun and calling it a bubble is an insult. Son plans to remain at the helm of SoftBank for another 10 or 15 years to capitalize

on the AI boom and build the company into one of the world’s preeminent AI-powered robotics companies - Bloomberg

• SoftBank to build domestic AI server base as Japan pushes for sovereign compute.SoftBank, the telecom arm of SoftBank

Group (SBG), is moving to localize a larger part of Japan's AI infrastructure stack, with plans to begin domestic AI server

production in fiscal 2027 at the former Sharp Sakai plant in Osaka -Digitimes