Key facts: HBM4/DDR5 AMD;Tesla TX2027;Union OK;Nomura up;AI demand;395bn won;Z TriFold halted

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2026.03.18 09:04
portai
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Samsung Electronics will supply HBM4 for AMD and DDR5 for AMD's 6th-gen EPYC. Nomura raised Samsung's 2026 profit forecast due to strong memory chip prices. The company will begin volume production of Tesla chips in Texas by H2 2027. A union in South Korea authorized a potential 18-day strike over bonus negotiations. AI is expected to drive chip demand in 2026, though rising memory prices may impact PC and mobile shipments. Samsung plans to dispose of 395 billion won in treasury stock and has halted sales of the Galaxy Z TriFold in South Korea and the U.S.