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    NEWS TAGGED HBM
    Wednesday 24 September 2025
    Micron lifts margins and outlook, signaling tight supply-demand dynamics in memory markets
    Micron reported strong fourth-quarter fiscal 2025 results with revenue and margins surging on high-bandwidth memory demand, while guidance topped expectations. Analysts hailed the...
    Tuesday 23 September 2025
    Samsung reportedly struggles with HBM4 yields as SK Hynix leads memory race
    Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead...
    Tuesday 23 September 2025
    Hanwha Semitech reportedly courts Foxconn, ASE in OSAT race
    Hanwha Semitech is stepping up its push into Taiwan's semiconductor supply chain, holding closed-door talks with Foxconn and ASE Holdings at SEMICON Taiwan 2025, according to South...
    Monday 22 September 2025
    Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

    Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr...

    Monday 22 September 2025
    Commodity DRAM and NAND prices set to rise in 2026 as AI chip boom creates shortage
    South Korean industry and securities analysts predict that prices for general-purpose DRAM and NAND Flash will rise in 2026 amid looming supply shortages. The crunch stems from memory...
    Monday 22 September 2025
    Samsung clears Nvidia’s 12-layer HBM3E test as shares hit year’s high
    Samsung Electronics has reportedly passed Nvidia's quality testing for 12-layer fifth-generation high bandwidth memory (HBM3E) and is set to begin shipments, according to multiple...
    Friday 19 September 2025
    Nvidia's Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains
    Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new...
    Friday 19 September 2025
    Samsung gains edge as Micron falters on Nvidia's HBM4 demands
    As Nvidia raises the performance threshold for fourth-generation high-bandwidth memory (HBM4), reports suggest that Micron Technology may be struggling to meet these standards. Industry...
    Friday 19 September 2025
    Huawei's Ascend chips to surpass Nvidia's China-only GPUs with up to 8 PFLOPS, 14.4TB/s bandwidth
    US export controls have capped the performance of Nvidia's "China-only" GPUs, opening the door for domestic chipmakers to compete. Huawei's Ascend roadmap, announced at its 2025 Connect...
    Friday 19 September 2025
    Huawei Ascend 950 to feature in-house HBM in 2026, advancing China's AI memory independence
    Huawei unveiled its next-generation Ascend AI chip roadmap at the 2025 Connect summit, highlighting a milestone for China's semiconductor ambitions. Starting in early 2026, the Ascend...
    Friday 19 September 2025
    Samsung and SK Hynix set stage for global battle over HBM4 chips

    SK Hynix has announced it is the first in the world to establish a mass production system for sixth-generation High Bandwidth Memory...

    Thursday 18 September 2025
    Huawei charts 6-year Ascend AI chip roadmap, showcasing HBM advances and SuperNode scale
    Huawei is pressing ahead with its in-house chip and AI infrastructure strategy despite escalating US–China tech tensions. At Huawei Connect 2025 in Shanghai, deputy and rotating...
    Thursday 18 September 2025
    SK Hynix overtakes Samsung as 2Q25 DRAM revenue surges
    Global DRAM shipments saw their sharpest increase in nearly two years during the second quarter of 2025, solidifying SK hynix's lead over Samsung Electronics. The surge was driven...
    Wednesday 17 September 2025
    SK Hynix leads South Korean companies in operating profit and tax payments in 1H25
    In the first half of 2025, SK Hynix recorded the highest operating profit and the largest corporate tax payment among South Korean companies. The surge in demand for high-bandwidth...
    Tuesday 16 September 2025
    NVIDIA's Rubin CPX may reshape AI memory demand, boosting GDDR7 over HBM
    Nvidia is preparing a potential shake-up in the AI semiconductor memory market with the introduction of its next-generation AI processor, Rubin CPX, which is designed for large-context...
    4/46 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 23 October 2025
    APD: Technology-Driven Innovation Powering Global Growth
    Thursday 23 October 2025
    Rising Bitcoin Swings Signal Shifting Priorities For Global Tech Markets
    Thursday 23 October 2025
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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