On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
China has successfully circumvented US tariffs on DRAM modules through South Korea, leading to a sharp drop in direct exports of Chinese DRAM modules to the US and a corresponding...
Samsung Electronics reportedly plans to restructure its Semiconductor Research Institute, transferring the DRAM and NAND flash memory development teams to the business division's...
With strong backing from the Chinese government, Changxin Memory Technologies (CXMT) is aggressively expanding its DRAM production capacity, potentially challenging the triopoly led...
Samsung Electronics (Samsung) and SK Hynix are both preparing to mass-produce the new concept of low-power memory, LPCAMM. Experts anticipate a rapid increase in AI-enabled devices,...
DRAM contract prices are expected to increase quarterly throughout 2024. However, inventory dumping has put pressure on DDR4 due to low demand for PC and mobile phone applications,...
Samsung Electronics is reportedly exploring using dry photoresist for its upcoming 6G 10nm-class DRAM (1c DRAM) to widen its lead in DRAM with its competitors, such as SK Hynix and...
Former Samsung Electronics executive Jin-seok Choi was recently detained again by court order for leaking DRAM process technology to China, with over 30 additional researchers now...
Samsung Electronics is reportedly considering revising its schedule and plans for its wafer foundry projects currently under construction. The Pyeongtaek 4th factory (P4) in South...
China's leading DRAM manufacturer, Changxin Memory Technologies (CXMT), is reportedly ramping up its production. This move has raised alarm in the South Korean memory industry, potentially...
Samsung Electronics (Samsung) is not only lagging in the HBM area, but its large lead in universal DRAM also shows signs of erosion, intensifying its internal sense of crisis. There...
Although the semiconductor industry is in a supercycle due to AI, factories of Samsung Electronics (Samsung) and SK Hynix may not be able to operate as normal due to staff shortages...
Semiconductor expert Jin-seok Choi, who was previously accused of leaking Samsung Electronics' 20nm DRAM manufacturing technology data to China and attempting to establish a "cloning...
SK Hynix is making significant strides in the development of 16-layer HBM4 memory, successfully demonstrating the integration of Advanced MR-MUF technology into these products. Kangwook...
