💦 Breaking news: Temperature spike expected April 25 at Conexus Arts Centre! Cause: Too many hot Fire Fighters competing for calendar spots! Come be part of the action and cast your vote! 🔥 #yqr #yxe #sask #sk #regina #saskatoon #yqrevents #saskevents #fire #moosejaw

SK 海力士赴美上市，押注 AI 記憶體戰局 * * 當生成式 AI 的浪潮將輝達（NVIDIA）推上全球市值巔峰時，位於供應鏈關鍵節點的記憶體產業也正經歷一場前所未有的權力轉移。 韓國記憶體大廠SK海力士（SK Hynix）近日正式宣布申請赴美掛牌Nasdaq，並同步加碼逾11兆韓圜採購ASML的極紫外光（EUV）微影設備。這是一場圍繞著高頻寬記憶體（HBM）展開的全球戰略決戰。筆者認為SK海力士正試圖透過美國資本市場的超高估值與募資能力，支撐其在韓、美兩地的產線擴張，試圖在AI時代徹底擺脫傳統記憶體週期性大宗商品的宿命，轉型為與算力深度綑綁的戰略價值資產。 ### 資本市場戰略跳板 SK海力士選擇赴美掛牌，首要目標是實現企業價值的校正。儘管該公司在HBM市場擁有超過60%的絕對領先市占率，但其在韓國股市的估值長期受到韓國折價（Korea Discount）的制約。透過在納斯達克上市，SK海力士能直接對接全球最大的資本池，與其核心客戶如輝達、超微（AMD）在同一平台競爭投資者的目光。預計高達15兆韓圜的募資規模，將為其後續在印第安納州興建先進封裝廠及韓國本土龍仁（Yongin）園區的擴產提供關鍵彈藥。 ### 技術天花板的突破 在技術端，HBM邁向HBM4甚至更高世代，傳統的封裝與製程已觸及物理極限，如何在有限的垂直堆疊空間內，實現更高的電晶體密度與更低的功耗，已成為決定AI算力效率的關鍵瓶頸。EUV技術的導入，是為了應對未來混合鍵合（Hybrid Bonding）技術的結構性挑戰。當HBM4開始朝向與GPU進行更直接、無凸塊（Bumpless）的連接時，製程精度的容錯率已降至奈米級。 筆者認為，SK海力士透過鎖定稀缺的ASML機台產能，在AI晶片荒的背景下，SK海力士此舉顯示其意圖跳脫單純的存儲供應商角色，轉向與台積電（TSMC）等代工巨頭深化合作模式。這種模式確保了其能持續供應符合生成式AI嚴苛要求的次世代產品，並在技術迭代的關鍵期，利用設備領先優勢掌握HBM溢價市場的絕對定價權。 ### 地緣政治下供應鏈重組 除了資本與技術，SK海力士的布局更具有地緣政治與供應鏈穩定性的考量。在美國成立AI投資專門公司並推動掛牌，使其能更深度地融入美國的AI生態系，與矽谷的新創公司及大型雲端服務供應商（CSP）建立更緊密的協作關係。這種貼近客戶、貼近資本、貼近政策的策略，能降低貿易壁壘的風險，更能第一手掌握終端需求的變化。當記憶體變成需要與處理器進行高度客製化協同設計時，SK海力士在美國的布局增加了其在供應鏈重組中的議價能力。 SK海力士的這一連串重手，可說對於記憶體產業的競爭規則已經改變。未來的領先者不再僅僅依靠產能規模來壓低成本，而是必須具備資本、技術、客戶生態，三位一體的整合能力。透過赴美上市與先進設備的壓倒性投入，SK海力士正試圖將HBM從傳統記憶體的競爭中剝離出來，建立一個高毛利、高技術門檻的高門檻。這場戰略豪賭，將決定SK海力士能否坐穩AI記憶體之王的寶座，更將成為全球半導體產業在 AI 時代進行資本與技術同步升級的教科書案例。 * SK Hynix files for US listing to fund AI chip-driven expansion （首圖來源：科技新報） ### 延伸閱讀： * 全球先進記憶體廠樂了！JEDEC 這項決定將影響 AI 記憶體布局 * 供應鏈警報！美 337 調查鎖定記憶體股，鎧俠、SK 海力士遭點名 * SK 海力士申請美國上市，傳籌資規模可達 140 億美元 * SK 海力士砸 12 兆韓圜買進 ASML 設備，搶占全球 HBM 供應鏈優勢 * 韓國半導體雙雄拚英語力，SK 海力士跟進三星推動職場語言升級 文章看完覺得有幫助，何不給我們一個鼓勵 請我們喝杯咖啡 ## 想請我們喝幾杯咖啡？ ### 每杯咖啡 65 元 x 1 x 3 x 5 x 您的咖啡贊助將是讓我們持續走下去的動力 **總金額共新臺幣 0 元** 《關於請喝咖啡的 Q & A》 ### 留給我們的話 取消 確認 從這裡可透過《Google 新聞》追蹤 TechNews * * * 科技新知，時時更新 科技新報粉絲團 加入好友 訂閱免費電子報 * * * 關鍵字: ASML , HBM , SK Hynix , SK 海力士 , 美國 , 韓國

SK 海力士赴美上市，押注 AI 記憶體戰局 當生成式 AI 的浪潮將輝達（NVIDIA）推上全球市值巔峰時，位於供應鏈關鍵節點的記憶體產業也正經歷一場前...

#AI #人工智慧 #半導體 #記憶體 #ASML #HBM #SK #Hynix #SK #海力士 #美國

Origin | Interest | Match

KOSPI Slides Over 4% as Middle East Tensions Escalate The KOSPI plunged more than 1000 points in a month, approaching the 5000 level as foreign investors dumped over 34 trillion won and nearly 1000 trillion won in

The KOSPI plunged more than 1000 points in a month, approaching the 5000 level as foreign investors dumped over 34 trillion won and nearly 1000 trillion won in market value evaporated.
#KOSPI #MiddleEast #Samsung #SK #Google #TurboQuant #AI #itchosun #chosun #SouthKorea #Korea #NewsUpdate

이재명, 윤석열, 더불어민주당, 국민의힘 개새끼들아, 씨발 차별금지법도 제정안된 주제에 긴급재정경제명령 (경제계엄령) 시행하겠다고? 애미살썰려뒤진 차별하는 사회를 돌리고 싶어? 소수자 경제를 가난하게 만들기 위해서 쌩지랄하고있네. 이제까지 면접에서 소수자라는 이유로 사회성없다는 이유로 게이트키핑한거, 인터넷에서 양당제 외의 의견 검열한 거로 충분하지 않아?
감옥같은 한국사회는 더 이상 존재하지마!
#이재명 #계엄령 #윤석열 #긴급재정경제명령 #한국 #SK #LGBTQ #fuckkorea #fuckauthoritarian

Skådisen Frida Gustavsson delar om sina erfarenheter från rollen som Valhalla, Trolösa och resan från modell till skådespelare. Läss in i Sveriges Radio Play! ådespelarpod #Sk https://fefd.link/sdHUu

It may be cold and blustery but it will be smokin' hot on April 25 at our Selection Night. This is your chance to pick the Fire Fighters for our next calendar and support a great cause! Round up your crew snap up your tickets on our website. #yqr #yxe #regina #saskatoon #sask #sk

트와이스 미나 “대好きなSK-II”…투명 피부 루틴 공개 #트와이스 #미나 #SK-II #피부루틴 트와이스 미나가 뷰티 브랜드 SK-II와 함께한 새로운 피부 관리 루틴을 공개했다. 미나는 셀카를 통해 자신이 사용하는 조합을 소개하며 투명한 피부를 위한 취향을 팬들에게 전했다.   미나는 글에서 “大好きなSK-IIの美白美容液とCCクリーム. 透明感を大切にしている私にとって美白美容液はどんなコンディションでもオーラ肌が手に入るので気に入っています. CCクリームはロージーやベージュが好きなのですが、新色のグリーンも出るよ. 店頭でチェックしてね.”라고 전했다.   트와이스 미나, SK-II 미백 에센스와 CC 크림 조합 소개. (사진=걸그룹 트와이스 미나(묘이 미나) 인스타그램) 해당 사진에는 미나가 흰색 톤의 상의를 입고 SK-II GenOptics Infinitaura Essence를 손에 든 채 카메라를 향해 포즈를 취한 모습이 담겼다. 얼굴 전체가 자연스럽게 드러난 상태에서 제품 용기를 함께 보여 주고 있어, 자신이 소개한 미백 에센스를 사용 중인 상황을 시각적으로 전하고 있다.   이어지는 화면에서는 미나가 눈을 감은 채 턱에 손을 살짝 괸 포즈를 취하고 있는데, 같은 상의를 입고 같은 배경에서 촬영돼 앞선 장면과 하나의 흐름으로 이어진다. 피부 결과 표정이 차분하게 표현돼 있으며, 얼굴 클로즈업 구성이 중심이 되면서 제품 사용 후의 모습을 강조하는 구성으로 연결되고 있다.   또 다른 사진에서는 미나가 상체를 정면으로 향한 상태에서 머리를 한쪽으로 넘기고, 부드러운 표정으로 카메라 앞에 선 모습을 보여 준다. 이 장면에서도 조명과 배경이 일정하게 유지되며, 피부 톤이 균일하게 표현돼 글에서 언급한 투명함에 대한 설명과 같은 맥락을 형성한다.   마지막 컷에서는 미나가 SK-II GenOptics CC Primer 제품을 손에 들고 살짝 옆을 바라보는 포즈를 취하고 있다. 첫 장면의 에센스와 달리 원형 용기가 잡힌 화면이 이어지면서, 글에서 언급한 CC 크림 제품까지 차례로 제시하는 구성이 완성됐다.   글에서는 GenOptics Infinitaura Essence와 GenOptics CC Primer를 함께 언급하며 피부를 매끄럽고 맑게 표현하는 조합이라고 소개하고 있다. 특히 미나는 로ージ 톤과 베이지 색상을 좋아한다고 밝히면서, 새롭게 출시되는 그린 색상도 추가될 예정이라고 덧붙였다.   한편 트와이스 미나는 SK-II에 대한 애정을 직접 언급한 글과 에센스, CC 프라이머를 각각 들고 있는 셀카를 한꺼번에 공개하며 자신이 중요하게 여기는 투명한 피부 루틴을 팬들에게 알렸다.

트와이스 미나 “대好きなSK-II”…투명 피부 루틴 공개 #트와이스 #미나 #SK-II #피부루틴

Signed Cast, Hidden Dagger: Google Smiles at SK While Cutting Memory Demand In the global artificial intelligence (AI) ecosystem, there are no eternal allies. This reality has been proven once again as Google unveiled new technology th

In the global artificial intelligence (AI) ecosystem, there are no eternal allies.
#SK #SKHynix #Google #TurboQuant #AI #HBM #Samsung #SamsungElectronics #TPU #software #hardware #technology #it #itchosun #chosun #SouthKorea #Korea #NewsUpdate

Please Help Locate Roy Nippi Roy was last seen on June 12, 1983.

Please Help Locate Roy Nippi

Roy has been missing since June 12, 1983

#missingperson #Unforgotten #unsolved #coldcase #sharethispost #truecrime #missing #truecrimecommunity #repost #news #vanished #fblifestyle #MMIMW #MMIP #MMIWAwareness #Indigenous #Chagoness #Kinistin #Saskatchewan #SK #Canada

Notes:
Assassin, but it's not Lider playing it. In fact, this is Lider's first pro game on Ori, EVER.
I don't like Akali where it was picked, not enough squishy targets. And Ori is fine vs Akali, relatively. #TH vs #SK game 3 #LEC

PH2LB shack on the internet. - The trash can after death?

Radio amateurs joke that their biggest nightmare is that, after their #death, their partner sells the beloved radio equipment for whatever was once said to have been paid for it.

But there is more to this story, read "The trash can after Death?" : www.ph2lb.nl/blog/index.p...

#hamradio #sk

‘Neighbours hating each other’: Proposed Weyburn wind farm divides community #SK: Don Bourassa says a proposed wind farm near his home in southeast Saskatchewan has ruined relationships in his community – to the point where he feels he has been bullied. A […]

[Original post on mstdn.social]

‘Neighbours hating each other’: Proposed Weyburn wind farm divides community #SK Don Bourassa says a proposed wind farm near his home in southeast Saskatchewan has ruined relationships in his community – to the point where he feels he has been bullied. A resident of the Rural Municipality of Weyburn, Bourassa said one of his neighbours approached him about buying his property to keep him quiet on Enbridge’s Seven Stars Energy Project. “He wants me out of there, to shut up,” Bourassa said in an interview. “That’s bullying and I’m not falling for . . .

‘Neighbours hating each other’: Proposed Weyburn wind farm divides community #SK: Don Bourassa says a proposed wind farm near his home in southeast Saskatchewan has ruined relationships in his community – to the point where he feels he has been bullied. A resident of the… #windpower #windenergy

The war in Iran is pushing up oil and gas prices, but the impact is spreading far beyond energy markets. Chrystia Freeland highlights how farmers are facing a “double whammy” as both fuel and fertilizer costs surge at a critical moment in the planting season. #SK www.youtube.com/watch?v=74CC...

🔥 Wanna get up close with Saskatchewan's hottest heroes? Lucky audience members will pick our firefighters for the next edition at the Calendar Selection Night! April 25 at Conexus Arts Centre. Plus, you help Jim Pattison Children's Hospital Foundation! 😍🚒 #HotNightOut #Sask #yxe #yqr #sk

+16C a few days ago, and -19C right now.

Gotta love the prairies.

(Also: thanks, #Edmonton, for all the snow you sent our way...)

#Canada #prairies #SK #weather #AB

#yqr #yqrcc #Saskatchewan #SK #Sask @pauldechene.bsky.social @trishpaton.bsky.social @saskboy.bsky.social

Res yw dhe’n gemeneth Kernewek gul puptra a yllons dhe lettya trest dhe vos gorrys yn Kernewek SK. Poken an pyth a wren ni trovya y’n devedhek yw dell wrussyn ni hepkor agan sovranedh neb le.

Post Nowydh! sordya.net/2026/03/26/s...

Dihanow a skrif war an peryllyow a worra trest agan kemeneth yn SK, yn arbennik an godros a Gernewek Gorfreth: taves yn-dann vaystri siansow kemmyskys an jynn a-der tus.

#Kernewek #Cornish #AI #SK

🚨 Warning: This event may cause racing hearts! Join us April 25 for the hottest competition in Saskatchewan! Vote for your favorites and watch these heroes shine at Conexus Arts Centre! 🔥😍 Gather your friends and plan to attend! #sask #sk #yqr #yxe #regina #saskatoon #yqrevents

Two white-tailed jackrabbits (actually a species of hare, not true rabbits) sit in the newly-revealed brown grass after much of the snow has melted. The two jacks are still mostly in their winter white camouflage, which doesn't work so well. There is one to the top-left of the frame, slightly out of focus and looking towards the camera at frame center. It is sitting upright and alert, with both ears raised. Some brown fur is starting to come in on the face, chest, and front legs. There is a second jack at the bottom-right of the frame, facing directly away from the camera, with its head down in the grass, so it looks like a furry white bowling ball with two dark-marked eartips sticking up and a tiny bit of brown showing on the tail.

"Hey, Marge?"

"Ya, Thelma?"

"I'm not sure our camouflage is working any more."

(The one at bottom-right looks like she could use some hare conditioner...)

#jackrabbit #jackrabbits #hare #wildlife #UrbanWildlife #rabbit #rabbits #Canada #SK #YQR #frizz

Behind the scenes with an incredible group of Fire Fighters last year backstage getting ready for an unforgettable night 🔥

We've got a new batch of firefighters gearing up for the Saskatchewan Fire Fighters Calendar Selection Night on April 25 - Get your tickets now #sask #yqr #yxe #sk #regina

AL/SO, DUBBLET, SK – The Trinity of Producers: Elmar van de Waal (Rotterdam), Owen Sutton (Soton) and Sacha Kondratiev (LDN) link up on “Out Here” — a restless hybrid of grime, breakbeat and warped bass driving the next underground wave. Week’s most experimental!
#ALSO #Dubblet #SK #NewMusic2026

Terraria 1.4.4.9 | Modded&Master | E06 | Pokračujeme a novinky! YouTube video by PSYCHEER

Terraria 1.4.4.9 | Modded&Master | E06 | Pokračujeme a novinky!
youtube.com/live/51gBn9o...

Problém nastal v počte NPC ktoré boli aktívne, nejakým spôsobom to zapríčinilo blokáciu spawnu enemies

#terraria #czsk #cz #sk #stream #streamczsk #tmodloader

Original post on mindly.social

We've had some warm temperatures here on the prairies the last couple of days, and it's mostly looking like above-freezing during the day for the foreseeable future [1]. So today I pulled the snow tires off the cars and put the "all-season" [2] ones on.

Please join me tomorrow in celebrating […]

🔥 Saturday night girls night out: Watch hot firefighters compete, maybe join them on stage, definitely cheer on your favorites! April 25 at Conexus Arts Centre. Supporting Jim Pattison Children's Hospital Foundation! 💕👨‍🚒 #sask #yqr #yxe #regina #saskatoon #sk #yqrevents #saskevents

Original post on mindly.social

It's spring-ish today on the Canadian prairies, and while I was out running errands a car cruised by me in the parking lot. A little Acura coupe with the sunroof open, and a dog's head [1] sticking up out of it, loving the breeze, the smells, and the sights of all the people.

It was a good day […]