Besent: The U.S. will roll out secondary sanctions targeting Iran every week.

1 hours ago

Besent anticipates that the U.S. will roll out new secondary sanctions every week, designed to ramp up pressure on Iran, with the measures initially targeting banks.

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SemiAnalysis: Samsung currently holds the best HBM4 technology, leaving SK Hynix and Micron facing challenges.

SemiAnalysis has released a new podcast episode, noting that SK Hynix and Micron have long faced challenges in achieving the highest HBM4 speeds. In particular, SK Hynix was forced to redesign its base chips, resulting in delays in delivering HBM4 for NVIDIA’s Rubin platform. Samsung currently boasts the best HBM4 technology. Broadcom has traditionally relied heavily on Samsung for its HBM supplies. Samsung underperformed in the HBM3E generation, which put Broadcom at a disadvantage for its ASIC products. However, Samsung is now leading its competitors with HBM4, and this same supply chain dynamic has become an advantage for Jalape?o.

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