Speculations on the Background for the US Treasury Sell-off / Possibility of Samsung Foundry Securing an Order from Nvidia / Update on Samsung Memory

SemiconSam Original Report

Apr 11, 2025

∙ Paid

This report covers speculation about the seller of U.S. Treasuries, rumors regarding NVIDIA’s potential partnership with Samsung Foundry, and updates on the HBM market.

1. Note on US Treasury Selling Noise

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