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NEWS TAGGED HBM
Friday 8 March 2024
DDR5 adoption to accelerate in 2H24 thanks to GenAI
Penetration of DDR5 in the memory market is poised to accelerate and reach double digits in the second half of 2024, thanks to demand from Generative AI (GenAI), according to market...
Tuesday 5 March 2024
Samsung and SK Hynix restart equipment investment as DRAM demand returns
The DRAM market demand is picking up, and Samsung Electronics and SK Hynix, which previously adopted a production reduction strategy, have recently shown signs of resuming equipment...
Tuesday 5 March 2024
GenAI drives HBM memory demand
Generative AI has stimulated demand for High Bandwidth Memory (HBM), driving Taiwanese memory chipmakers to seize a share of the AI business opportunity.
Monday 4 March 2024
HBM technology and capacity deployment

Introduction

Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.
Thursday 29 February 2024
SK Hynix said to purchase 8 EUV machines for HBM3E processes
SK Hynix plans to invest KRW2 trillion ($1.5 billion) in 2024 to introduce extreme ultraviolet (EUV) lithography equipment to cope with the new generation of memory investment in...
Thursday 29 February 2024
'I'll see your 8-layer HBM3E and raise you 36GB 12-layer HBM3E' Samsung tells Micron
Samsung is engaged in fierce HBM competition with Micron.
Tuesday 27 February 2024
Micron starts volume production of HBM3E memory for Nvidia GPUs
Micron Technology has begun volume production of its HBM3E memory. Nvidia H200 Tensor Core GPUs, which will begin shipping in the second calendar quarter of 2024, will include Micron's...
Monday 26 February 2024
SK Hynix reportedly to mass produce HBM3E in March, seizes opportunity to supply Nvidia
SK Hynix is reported to commence mass production of the fifth-generation High Bandwidth Memory (HBM) HBM3E in March 2024, once again leaping ahead of competitors Samsung Electronics...
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Thursday 22 February 2024
SK Hynix to reveal 16-layer HBM3E to main the lead
Leading in the high-bandwidth memory (HBM) market, SK Hynix aims to maintain its technological competitiveness by unveiling its industry-leading HBM3E technology, which stacks 16...
Thursday 22 February 2024
Samsung reportedly sold all of ASML shares, likely to fund HBM and 3nm endeavors
South Korean industry sources suggest that Samsung Electronics is divesting all of its remaining ASML shares, expecting to realize profits eight times the initial investment amount...
Tuesday 20 February 2024
Memory market poised to return to growth in 2024
The memory market is expected to revive this year, with high-bandwidth memory (HBM) gaining popularity thanks to generative AI, according to industry sources.
Monday 19 February 2024
Memory industry awaits Q2 signals of price direction for 2H24
The memory industry has rebounded from the price trough. Although the long Lunar New Year holiday affected customers' willingness to have goods shipped earlier, and the global economy...
Monday 19 February 2024
Kioxia's losses widen as lack of HBM products takes toll
Japanese NAND flash memory maker Kioxia has reported a significant net loss of JPY254 billion (approximately US$1.7 billion) in the first three quarters of fiscal year 2023 (April...
TPCA
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research