005930.KS285A.TSNDKVZGLW268A.T183300.KQ8637.HK
[转自Collyer Bridge] 亚太总结：20260909
Ken
Samsung gets OpenAI chip tie-up and 2nm fab pre-booked; Kioxia aims to sustain NAND prices; Verizon lifts fiber.
Collyer Bridge的最新讨论包括三星、铠侠、长鑫、长存、光纤、Rigaku、KoMiCo以及其他内容。
Samsung: Open AI says it is working with Samsung on new chips (Reuters)
"One of the areas where we have made the most progress and gained the most recognition with Samsung Electronics is our joint production and research on the next-generation chips we are developing," Harrison Kim, General Manager of OpenAI Korea, said at a press conference in Seoul on Wednesday, without elaborating.
The report does not say if this relates to Jalapeno.
Samsung: Taylor fab reportedly fully booked before 2nm production begins (Digitimes)
Continue reading with FUNDA
This report is available to subscribers. Sign in or subscribe to read the full analysis.