CONNECT WITH US
NEWS TAGGED HBM
Friday 24 January 2025
Samsung's 2024 HBM shipments likely to miss targets amid ongoing challenges
As Samsung Electronics gears up to release its fourth-quarter 2024 financial results, industry observers are closely monitoring the company's progress in meeting its high bandwidth...
Friday 24 January 2025
SK Hynix confident in HBM4, prepares for 1c DRAM mass production
SK Hynix is poised to achieve a record-high operating profit in 2024, potentially surpassing Samsung Electronics (Samsung) for the first time. The company maintains its optimistic...
Thursday 23 January 2025
SK Hynix hits record 2024 revenue on AI memory surge
SK Hynix posted record revenue of KRW66.2 trillion (US$46.3 billion) in 2024, with an operating profit of KRW23.5 trillion, yielding a 35% margin. Net income reached KRW19.8 trilli...
Thursday 23 January 2025
Micron ramps up HBM production, further taps South Korean talents
Micron is expanding its investment in Taiwan, with plans to exceed NT$1.1 trillion (US$33.6 billion) by the end of 2024. According to Donghui Lu, head of Micron Taiwan, the company...
Thursday 23 January 2025
SK Hynix reportedly to begin 1c DRAM production first, disrupting Samsung's HBM strategy
As Samsung Electronics (Samsung) attempts to reshape the global memory market through its sixth-generation high bandwidth memory (HBM4), industry watchers are closely monitoring two...
Wednesday 22 January 2025
PTI sees memory backend demand start recovering in 2Q25
Backend house Powertech Technology (PTI) anticipates a resurgence in demand from the memory sector beginning in the second quarter, with further enhancement projected through the...
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Tuesday 21 January 2025
Samsung delays 1c DRAM development to 2Q25 amid Nvidia concerns
Samsung Electronics has reportedly delayed the development of its 10nm sixth-generation 1c DRAM to June 2025. Initially slated for completion by late 2024, the timeline has been pushed...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
Nextin expands the 3D NAND testing equipment market
Recently, South Korean testing equipment provider Nextin is reportedly in discussions to supply testing equipment to Japanese NAND Flash manufacturer Kioxia. If the negotiations work...
Friday 17 January 2025
From rivals to clients: Samsung places orders with TSMC
TSMC Chairman CC Wei has confirmed long-standing industry speculation about the company’s evolving relationship with Samsung Electronics.
Thursday 9 January 2025
SK Hynix denies reports on plans to expand HBM DRAM production by 70%
Global memory leaders Samsung, SK Hynix, and ChangXin Memory Technologies (CXMT) are ramping up DRAM production this year, fueling market competition. While oversupply is expected...
Thursday 9 January 2025
Memory chipmakers see price pressure in 2025
Memory chip prices are anticipated to face downward pressure in 2025, also posing challenges for large companies like Samsung, according to market sources.
Wednesday 8 January 2025
Nvidia addresses design challenges in Samsung's HBM3E progress
At CES 2025, Nvidia CEO Jensen Huang publicly addressed challenges regarding Samsung Electronics' HBM3E memory design, marking his first explicit acknowledgment of the issues that...