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  1. Samsung and SK Hynix shift eSSD supply from China to US cloud providers — DigiTimes Asia
  2. Samsung reportedly wins more AI chip orders from US cloud firms — DigiTimes Asia
  3. Samsung expands HBM packaging at Onyang as Cheonan campus runs short of space — DigiTimes Asia
  4. Altman cautions Samsung that AI memory demand may fluctuate in short term — DigiTimes Asia
  5. Samsung advances HBM packaging plant opening to June 2028 — DigiTimes Asia
  6. Samsung and Nvidia demonstrate up to 3,800-fold speedup in chip simulation — DigiTimes Asia
  7. Jensen Huang resigns as Nvidia CEO after 33 years, sparking China chip curb fears — CSET Georgetown
  8. Google launches Gemini 4 Hydrogen, a faster, cheaper model for coding and Search — Google AI Blog

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