News tagged HBM at DIGITIMES

NEWS TAGGED HBM

Wednesday 26 November 2025

SK Hynix drives 65% of SK Group's exports as 2025 totals near record

Buoyed by surging semiconductor exports at SK Hynix, the SK Group is on track to post a record-breaking KRW120 trillion (approx. US$81...

Wednesday 26 November 2025

Global data center AI chip packaging market forecast, 2024-2030

Technological Backbone and Future Platforms

Monday 24 November 2025

Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most

Nvidia is reportedly adopting low-power DDR (LPDDR) memory in its servers to enhance power efficiency, marking a major shift in memory architecture. Industry analysts suggest this...

Monday 24 November 2025

Memory supercycle frenzy expected to drive Samsung and SK Hynix 2025 tax payments

South Korea's leading chipmakers, Samsung Electronics and SK Hynix, are projected to pay a combined corporate tax of approximately KRW6 trillion (US$4.2 billion) for the year 2025,...

Sunday 23 November 2025

SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026

SK Hynix is reportedly preparing a major ramp-up of its next-generation 1c DRAM production, with plans to increase capacity eightfold in 2026 to meet rising demand for high-performance...

Thursday 20 November 2025

Samsung regains DRAM leadership from DDR5 surge

In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract...

Thursday 20 November 2025

Rising memory prices put consumer electronics on edge

The recent memory shortage has widespread to affect all products, given that the high-bandwidth memory (HBM) demanded by cloud-based...

Wednesday 19 November 2025

SK Hynix projected to dominate Nvidia's HBM4 demand amid rising prices

SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning...

Wednesday 19 November 2025

Samsung ramps up 1c DRAM output in bid to regain edge in memory market

Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand...

Wednesday 19 November 2025

South Korea risks losing edge to China in all key exports by 2030, survey shows

South Korea's memory chip industry is enjoying its strongest upturn in years, with soaring demand for high-bandwidth memory and AI-related DRAM pushing inventories at Samsung Electronics...

Tuesday 18 November 2025

Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles

South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that...

Tuesday 18 November 2025

Samsung, SK Hynix inventory drop signals AI memory supercycle

South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through...

Tuesday 18 November 2025

Samsung revives P5 fab construction for memory supercycle

Samsung's P5 plant at the second campus in Pyeongtaek, South Korea, will begin construction, with operations expected to start in 2028. Due to the weak memory market, P5 was previously...

Saturday 15 November 2025

Memory panic buying grips tech industry as shortage extends to 2027

The memory buying surge escalated into the fourth quarter of 2025, sparking panic purchases across the supply chain. According to market sources, brands and system vendors such as...

Friday 14 November 2025

SK Hynix reportedly to order HBM4 equipment, accelerate mass production

SK Hynix is reportedly set to begin ordering equipment for its 12-layer sixth-generation high-bandwidth memory (HBM4) as early as November 2025. Considering the construction schedule...

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Dec 24, 08:00

InnoPad Taipei to debut in 2026 as Taipei's flagship hub for global startups

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