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NEWS TAGGED HBM
Monday 20 October 2025
Micron warns DRAM market tightness to worsen through 2026
Micron Technology's executive vice president and chief business officer Sumit Sadana has forecast that the DRAM market will remain extremely tight, with supply-demand imbalances intensifying...
Saturday 18 October 2025
Samsung expands EUV fleet to seize upcoming memory supercycle

Samsung Electronics is reportedly ramping up investment in extreme ultraviolet (EUV) lithography, planning to add five more systems for...

Friday 17 October 2025
Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race
Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia...
Friday 17 October 2025
Memory chip prices signal onset of a new supercycle
Samsung Electronics' preliminary results for the third quarter of 2025 have reignited optimism across the global memory market. The results, together with strong performances anticipated...
Friday 17 October 2025
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...
Thursday 16 October 2025
Nanya sees DDR4 price and volume growth; annual contract talks emerge
Memory manufacturer Nanya successfully ended 11 consecutive quarters of losses in the third quarter of 2025. General manager Pei-Ing Lee stated that average selling prices (ASPs)...
Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...
Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...
Wednesday 15 October 2025
Samsung Semiconductor reshapes strategy from memory to foundry
Samsung Electronics' Device Solutions (DS) Division, responsible for its semiconductor business, is reportedly crafting a new strategic blueprint tailored to each segment's characteristics...
Tuesday 14 October 2025
Samsung expected to post strongest profit in over three years on AI-driven chip demand
Samsung Electronics announced on October 14 that its consolidated revenue for the third quarter of 2025 is expected to reach KRW86 trillion (US$60.25 billion), with operating profit...
Monday 13 October 2025
Samsung and SK Hynix drive next memory super cycle
AI demand and OpenAI's partnerships with Korean manufacturers are fueling a memory super cycle that could surpass the 2017–2018 period. Samsung Electronics and SK Hynix have...
Saturday 11 October 2025
Samsung to join Nvidia supply chain with HBM3E for GB300, shaking up market dynamics
Nvidia has reportedly confirmed it will use Samsung Electronics' fifth-generation high-bandwidth memory (HBM3E) in its latest AI accelerator, the GB300. Additionally, Samsung plans...
Wednesday 8 October 2025
OpenAI drives DRAM demand, accelerates top trio's HBM expansion
OpenAI has recently surged in influence by forging strategic partnerships with global AI leaders. Beyond close ties with Nvidia and AMD, OpenAI announced collaborations with Samsung...
Wednesday 8 October 2025
LG accelerates hybrid bonding development to challenge Hanmi and Hanwha
LG Electronics is accelerating its deployment in the HBM equipment business after reportedly investing in hybrid bonding development. With Hanmi Semiconductor dominating the market...
Wednesday 8 October 2025
Samsung joins HBF development race, leveraging NAND dominance to reshape market
Samsung Electronics, the leader in NAND flash, has reportedly entered the high-bandwidth flash (HBF) memory market, signaling a potential shift in the competitive landscape of next-generation...