https://www.vlsi.kr/zh/server-cpu-agentic-era-mb-zh/ VLSI Korea zh-cn 2026-10-24T06:28:42.000Z Market Bulletin: 服务器CPU重回中心 - AMD数据中心营收倍增至USD 67亿，代理改写机柜 https://www.vlsi.kr/ja/server-cpu-agentic-era-mb-ja/ VLSI Korea ja 2026-10-24T06:28:32.000Z Market Bulletin: サーバーCPUが中心へ回帰 - AMDデータセンター売上はUSD 67億へ倍増、エージェントがラックを書き換える https://www.vlsi.kr/en/server-cpu-agentic-era-mb-en/ VLSI Korea en 2026-10-24T06:28:27.000Z Market Bulletin: Server CPUs Are Back at the Center - AMD Data Center Revenue Doubles to USD 6.7 Billion as Agents Rewrite the Rack https://www.vlsi.kr/ko/server-cpu-agentic-era-mb-ko/ VLSI Korea ko 2026-10-24T06:28:22.000Z Market Bulletin: 서버 CPU가 다시 중심으로 - AMD 데이터센터 매출 USD 67억 두 배 성장, 에이전트가 랙을 다시 쓰다 https://www.vlsi.kr/zh/bofa-memory-valuation-floor-zh/ VLSI Korea zh-cn 2026-10-24T05:30:10.000Z BofA"存储股估值已触及周期底部" — 市盈率 2~3 倍与超级周期盈利的背离 (HBM·DRAM) https://www.vlsi.kr/ja/bofa-memory-valuation-floor-ja/ VLSI Korea ja 2026-10-24T05:29:29.000Z BofA「メモリー株のバリュエーションはサイクルの底に到達」— PER 2〜3倍とスーパーサイクル業績の乖離 (HBM・DRAM) https://www.vlsi.kr/en/bofa-memory-valuation-floor-en/ VLSI Korea en 2026-10-24T05:25:03.000Z BofA: Memory Valuations Have Hit a Cycle Floor — a P/E of 2-3x Meets Supercycle Earnings (HBM·DRAM) https://www.vlsi.kr/ko/bofa-memory-valuation-floor-ko/ VLSI Korea ko 2026-10-24T05:24:49.000Z BofA "메모리 밸류에이션, 사이클 바닥에 닿았다" — PER 2~3배와 슈퍼사이클 실적의 괴리 (HBM·DRAM) https://www.vlsi.kr/ja/kepco-25t-prepay-grid-bill-ja/ VLSI Korea ja 2026-10-24T04:26:35.000Z SamsungとSKハイニックス、韓国電力の25兆ウォン前払いを拒否 ― ファブの裏側にある電力網コストの5つの事実 (韓国電力・龍仁クラスター・電力網) https://www.vlsi.kr/en/kepco-25t-prepay-grid-bill-en/ VLSI Korea en 2026-10-24T04:26:08.000Z Samsung and SK hynix Said No to a 25 Trillion Won Power Prepayment: 5 Facts About the Grid Bill Behind the Fabs (KEPCO, Yongin Cluster, Power Grid) https://www.vlsi.kr/ko/kepco-25t-prepay-grid-bill-ko/ VLSI Korea ko 2026-10-24T04:25:44.000Z 삼성전자·SK하이닉스, 한전 25조원 전기요금 선납 거절 — 전력망 비용의 5가지 사실 (한전·용인 반도체 클러스터·전력망) https://www.vlsi.kr/ja/nand-321-layer-china-race-ai-storage-ja/ VLSI Korea ja 2026-10-24T02:34:20.000Z 321層NAND量産と中国の追撃 — AIストレージ競争の5つの事実 (YMTC・eSSD) https://www.vlsi.kr/en/nand-321-layer-china-race-ai-storage-en/ VLSI Korea en 2026-10-24T02:34:14.000Z 321-Layer NAND, China's Chase and AI Storage: 5 Facts (YMTC, Enterprise SSD) https://www.vlsi.kr/ko/nand-321-layer-china-race-ai-storage-ko/ VLSI Korea ko 2026-10-24T02:34:07.000Z 321단 NAND 양산과 중국의 추격 — AI 스토리지 경쟁의 5가지 사실 (YMTC·eSSD) https://www.vlsi.kr/ja/micron-3d-dram-vhbm-400-layer-roadmap-ja/ VLSI Korea ja 2026-10-24T02:33:21.000Z マイクロン、20年の研究を畳み3D DRAMへ進む (vHBM・400層NANDロードマップ) https://www.vlsi.kr/en/micron-3d-dram-vhbm-400-layer-roadmap-en/ VLSI Korea en 2026-10-24T02:33:15.000Z Micron Kills a 20-Year Bet and Goes 3D: DRAM, vHBM and 400-Layer NAND Roadmap https://www.vlsi.kr/ko/micron-3d-dram-vhbm-400-layer-roadmap-ko/ VLSI Korea ko 2026-10-24T02:33:10.000Z 마이크론, 20년 연구를 접고 3D DRAM으로 간다 (vHBM·400단 NAND) https://www.vlsi.kr/ja/samsung-overtakes-sk-hynix-hbm-revenue-ja/ VLSI Korea ja 2026-10-24T02:32:21.000Z サムスン電子、HBM売上高でSKハイニックスを上回る — 第3四半期の逆転を生んだ5つの事実 (HBM4) https://www.vlsi.kr/en/samsung-overtakes-sk-hynix-hbm-revenue-en/ VLSI Korea en 2026-10-24T02:32:16.000Z Samsung Overtakes SK hynix in HBM Revenue: 5 Facts Behind the Q3 Reversal (HBM4) https://www.vlsi.kr/ko/samsung-overtakes-sk-hynix-hbm-revenue-ko/ VLSI Korea ko 2026-10-24T02:32:10.000Z 삼성전자, HBM 매출에서 SK하이닉스를 앞지르다 — 3분기 역전의 5가지 사실 (HBM4) https://www.vlsi.kr/zh/daily-silicon-2026-10-24-zh/ VLSI Korea zh-cn 2026-10-24T01:44:47.000Z 10月23日美国收盘SOX上涨0.44%，SK海力士收涨4.42% — HBM营收龙头易主推估与8篇必读 https://www.vlsi.kr/ja/daily-silicon-2026-10-24-ja/ VLSI Korea ja 2026-10-24T01:44:40.000Z 10月23日の米国市場でSOXが0.44%上昇、SK hynixは4.42%上昇で引け — HBM売上高首位交代の推定と読むべき記事8選 https://www.vlsi.kr/en/daily-silicon-2026-10-24-en/ VLSI Korea en 2026-10-24T01:44:35.000Z SOX Closes Up 0.44% on October 23 as SK hynix Gains 4.42% — the HBM Lead-Change Estimate and 8 Reads https://www.vlsi.kr/ko/daily-silicon-2026-10-24-ko/ VLSI Korea ko 2026-10-24T01:44:31.000Z 10월 23일 미국 마감 SOX 0.44% 상승, SK하이닉스 4.42% 상승 마감 — HBM 매출 1위 교체 추정과 읽을 글 8선