Canatu - Hiilinanoputkikalvojen osaaja

Samsung laajentelee tarjontaansa GPU / ASIC puolella. Ei varmaankaan suoraa vaikutusta Canatuun, mutta ei kai tästä haittaakaan ole.

https://www.hankyung.com/article/202512244025i

Samsung Electronics succeeds in developing its own GPU…Expanding the AI ecosystem.

edit. yleisesti chipeistä ja muisteista on huutava pula

One industry insider said, “Big techs are currently placing open-ended orders with the three memory companies, effectively saying ‘Give us all the volume you can, regardless of price,’” adding, “Since both Samsung and SK’s advanced HBM and other cutting-edge process lines are already running at full capacity, it is physically difficult to meet all of these demands.”

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