"
Content: "The deal locks in a steady flow of high-bandwidth memory (HBM), the specialized chips essential for training and running large AI models. Nvidia enterprise vice president Raj Mirpuri said the arrangement secures stable supply of HBM, a component that has been in tight supply as demand for AI infrastructure surged. SK Telecom’s cloud business will use Nvidia’s Vera Rubin architecture, the next-generation platform expected to power hyperscale data centers."
Translate: "Perjanjian ini memastikan aliran tetap memori lebar jalur tinggi (HBM), cip khusus yang penting untuk melatih dan menjalankan model AI yang besar. Naib presiden perusahaan Nvidia, Raj Mirpuri, berkata bahawa pengaturan ini menjamin bekalan HBM yang stabil, komponen yang telah mengalami kekurangan bekalan apabila permintaan untuk infrastruktur AI melonjak. Perniagaan awan SK Telecom akan menggunakan seni bina Vera Rubin Nvidia, platform generasi akan datang yang dijangka akan menggerakkan pusat data hiperskala."
Note: "high-bandwidth memory (HBM)" -> "memori lebar jalur tinggi (HBM)" - HBM is acronym, keep. "tight supply" -> "kekurangan bekalan". "hyperscale data centers" -> "pusat data hiperskala".
Third paragraph: heading "
Stock market shrugs
" -> "
Pasaran saham tidak terkesan
" (shrugs means indifferent, so "tidak terkesan" or "acuh tak acuh"? Better: "Pasaran saham tidak teruja" or "Pasaran saham acuh tak acuh". I'll use "Pasaran saham tidak terkesan" to convey the lack of reaction.)
Content: "Despite the massive dollar figures, investors barely stirred. SK Hynix shares fell 11.38% over five trading sessions. Samsung Electronics dropped 0.50% on Monday and 10.05% over the same five-day stretch. Nvidia closed down 0.92% at $206.84 on Friday. The muted reaction suggests the AI rally has already been priced into stocks, with traders taking profits after a long run-up. Analysts following the sector note that forward-looking deals like this one often move share prices only when they signal a shift in market dominance, not when they confirm existing expectations."
Translate: "Walaupun angka dolar yang besar, pelabur hampir tidak bergerak. Saham SK Hynix jatuh 11.38% dalam lima sesi dagangan. Samsung Electronics turun 0.50% pada hari Isnin dan 10.05% dalam tempoh lima hari yang sama. Nvidia ditutup turun 0.92% pada $206.84 pada hari Jumaat. Reaksi yang hambar ini menunjukkan bahawa kenaikan AI telah pun diambil kira dalam harga saham, dengan pedagang mengambil untung selepas kenaikan yang panjang. Penganalisis yang mengikuti sektor ini menyatakan bahawa perjanjian berwawasan ke hadapan seperti ini sering menggerakkan harga saham hanya apabila ia menandakan peralihan dalam penguasaan pasaran, bukan apabila ia mengesahkan jangkaan sedia ada."
Note: "muted reaction" -> "reaksi yang hambar". "priced into stocks" -> "diambil kira dalam harga saham". "run-up" -> "kenaikan". "forward-looking deals" -> "perjanjian berwawasan ke hadapan".
Fourth paragraph: heading "
Samsung’s parallel move
" -> "
Langkah selari Samsung
"
Content: "Not to be left out, Samsung signed a memorandum of understanding with Broadcom valued at an estimated $200 billion. The MOU covers memory and foundry collaboration, giving Broadcom access to Samsung’s advanced chip manufacturing capacity. While smaller than SK Hynix’s deal, the Broadcom tie-up broadens Samsung’s footprint in the custom chip business."
Translate: "Tidak mahu ketinggalan, Samsung menandatangani memorandum persefahaman dengan Broadcom yang bernilai kira-kira $200 bilion. MOU tersebut merangkumi kerjasama memori dan faundri, memberikan Broadcom akses kepada kapasiti pembuatan cip termaju Samsung. Walaupun lebih kecil daripada perjanjian SK Hynix, kerjasama dengan Broadcom ini memperluas jejak Samsung dalam perniagaan cip tersuai."
Note: "memorandum of understanding" -> "memorandum persefahaman" (MOU is common, but translate). "foundry" -> "faundri" (tech term). "custom chip business" -> "perniagaan cip tersuai".
Fifth paragraph: heading "
Earnings on deck
" -> "
Pendapatan akan diumumkan
" (or "Pendapatan di hadapan" but better: "Pendapatan akan diumumkan" or "Laporan pendapatan akan tiba". I'll use "Pendapatan akan diumumkan").
Content: "Both SK Hynix and Samsung are scheduled to report quarterly earnings later this week. Investors will be watching for updates on HBM pricing, capacity expansion, and any impact from the new supply agreements. The numbers could either justify the recent sell-off or trigger a fresh round of buying."
Translate: "Kedua-dua SK Hynix dan Samsung dijadualkan melaporkan pendapatan suku tahunan pada minggu ini. Pelabur akan memantau perkembangan mengenai harga HBM, pengembangan kapasiti, dan sebarang kesan daripada perjanjian bekalan baharu. Angka-angka tersebut boleh sama ada mewajarkan jualan baru-baru ini atau mencetuskan pusingan pembelian baharu."
Note: "sell-off" -> "jualan" (but "jualan" might be ambiguous; better "jualan besar-besaran" or "penjualan". I'll use "jualan baru-baru ini" to mean recent selling. Alternatively "pelupusan saham" but simpler: "jualan".)
Now meta description: "SK Hynix inks $750B memory chip deal with Nvidia and US firms for 2027 data centers, but stock prices fall as AI rally fatigue sets in. Samsung also signs $200B MOU with Broadcom."
Translate: "SK Hynix memeterai perjanjian cip memori $750 bilion dengan Nvidia dan syarikat AS
