Shares of Samsung Electronics and SK hynix dropped despite Nvidia's announcement of better-than-expected fourth quarter earnings as investors hedged their bets over the U.S. firm's gross margin outlook in light of the new DeepSeek risk.

SK hynix has reportedly achieved a yield of 70% for its next-gen HBM4 12-Hi memory, ready for NVIDIA's next-gen Rubin R100 AI GPUs coming soon.

SK Hynix has reportedly reached a significant milestone in its pre-production trials by raising the yield rate of its sixth-generation high-bandwidth memory (HBM4) to 70%. This achievement strengthens the South Korean semiconductor company's position in the competitive HBM4 market,

Nvidia's quarterly outlook on Wednesday suggested demand from Microsoft, Amazon and other heavyweight tech companies racing to build out AI infrastructure remains robust, though the outcome failed to significantly quell fears of overspending in the booming industry.

NVIDIA 'secretly negotiating' with Samsung, SK hynix, and Micron to use new 'SOCAMM' modules: new RAM overcomes data bottlenecks for AI workloads.

Nvidia is reportedly collaborating with memory makers on a new high-performance, compact memory standard, seemingly designed for AI workloads.

While Nvidia delivered a surge in quarterly revenue, it said first-quarter margin would tighten as it ramps production of its new flagship AI chips.

SEOUL, Feb. 27 (Yonhap) -- South Korean stocks started lower Thursday on lingering tariff woes despite the better-than-expected quarterly results of artificial intelligence chip giant Nvidia. The benchmark Korea Composite Stock Price Index (KOSPI) added 11.19 points, or 0.42 percent, to 2,629.90 in the first 15 minutes of trading.

While Nvidia delivered a 78% surge in quarterly revenue, it said its first-quarter margin would tighten to about 71% from 73.5%

In this effort, OCAMM integrates LPDDR5X DRAM with its higher efficiency and compact, upgradeable design. And was able to improve bottlenecks found in AI computing with its 694 I/O ports outpacing LPCAMM's 644 ports.

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