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first_img Samsung Electronics executive: It is expected that HBM will account for nearly 30% of DRAM wafer production capacity next year

According to a report by the Financial Associated Press citing local media on September 29, Samsung Electronics Executive Vice President Kim Taewoo stated that HBM is expected to account for nearly 30% of the total wafer capacity of DRAM manufacturers next year, up from the current ratio of about 20%. He mentioned that HBM competes with traditional DRAM for the same batch of wafer capacity, and increasing HBM output may squeeze the supply of traditional DRAM.TrendForce previously predicted that by the end of 2027, the HBM wafer input from the three major global HBM suppliers will account for about 30% of the total DRAM wafer input, but in terms of storage capacity, it will only contribute about 13% of the total DRAM supply. Additionally, according to media reports on September 20, Samsung began mass production and shipment of HBM4 in February this year and provided 12-layer HBM4E samples to customers including NVIDIA in May; the industry expects Samsung's monthly wafer input for HBM to increase from about 180,000 wafers this year to about 250,000 wafers next year.On the same day, TrendForce stated that the demand for AI servers continues, and HBM and general DRAM will still share limited advanced process capacity. The storage supply will remain tight in 2027, and the price expectations for HBM in 2027 have been raised, with an expected year-on-year increase of 121% in the mixed average selling price. Due to limited supply and rising system costs, 8-layer HBM is expected to become a priority evaluation option for several manufacturers in 2027, with its price per Gb expected to be about 10% to 20% higher than that of 12-layer products.

The Democratic Party of the United States is investigating Trump's cryptocurrency interests, extending to Binance and Tether

The Democratic investigators of the Permanent Subcommittee on Investigations of the U.S. Senate Committee on Homeland Security and Governmental Affairs released a report accusing USDT of becoming an important financial conduit for Iran's shadow banking system, and called for the Treasury Department and the Justice Department to investigate whether Tether violated sanctions and banking laws. The report mentioned Tether's relationship with the Trump administration, including business dealings between Tether and Cantor Fitzgerald, controlled by Commerce Secretary Howard Lutnick's family, as well as Bo Hines, the former head of the White House Cryptocurrency Committee, serving as Tether's head of U.S. operations.This report continues the Democratic investigation into the Trump family's cryptocurrency business. In May 2025, Richard Blumenthal launched an investigation into TRUMP, the token holders' dinner, and World Liberty Financial; in June, Elizabeth Warren and Jeff Merkley demanded explanations from MGX and Binance on why they used the Trump family-affiliated stablecoin USD1 to settle a $2 billion investment. In November, the Democratic members of the House Judiciary Committee released a report accusing the Trump family of profiting from cryptocurrency businesses such as WLFI and TRUMP, describing regulatory rollbacks, termination of enforcement, and pardons for related individuals as a form of benefit transfer, claiming their cryptocurrency assets were valued at up to $11.6 billion, with related revenues exceeding $800 million in the first half of 2025.In 2026, Ro Khanna investigated reports that members of the UAE royal family spent $500 million to acquire a 49% stake in WLFI, and whether this transaction was related to U.S. policies on AI chips in the UAE;
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