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    AIDC demand drives electromechanical firms to expand capabilities
    10h 23min ago
    Horizon leads Chinese intelligent driving chip market, aims for full autonomous driving in 5-10 years
    10h 23min ago
    BYD bypasses EU tariffs with Thailand EV exports to Europe
    10h 23min ago
    UR launches collaborative robots specifically for Asia
    10h 33min ago
    Tex Year plans flexible capacity adjustments with revenue to grow in 2H25
    10h 33min ago
    Niching AI cooling solution to enjoy robust orders from advanced packaging supply chain
    10h 33min ago
    NEWS TAGGED HBM3E
    Monday 25 August 2025
    Battle for HBM4 dominance: HBM capacity expected to reach 400,000 units by year-end
    High bandwidth memory (HBM) has reshaped the global DRAM industry landscape, fueled by a surge in AI demand over the past three years. Nvidia's next-generation AI accelerator "Rubin"...
    Saturday 23 August 2025
    Samsung reportedly clears Nvidia's HBM4 checks as meeting between Jensen Huang and Lee Jae-Yong gains attention
    Samsung Electronics' sixth-generation high-bandwidth memory (HBM4), delivered to Nvidia in July 2025, has reportedly cleared reliability testing, positioning it for pre-production...
    Friday 22 August 2025
    Nvidia's HBM supply chain to undergo major reshuffle in 2026
    The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...
    Thursday 21 August 2025
    Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

    Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

    Wednesday 20 August 2025
    Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

    Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

    Wednesday 20 August 2025
    Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
    Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently...
    Tuesday 19 August 2025
    Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

    Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...

    Friday 15 August 2025
    Samsung chair tipped to court Nvidia as 12-high HBM3E deal nears
    Samsung Electronics is expected to supply Nvidia with its newest 12-high HBM3E memory chips, as multiple industry sources say the companies are in advanced talks over shipment volumes...
    Wednesday 13 August 2025
    Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
    Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to...
    Thursday 7 August 2025
    Samsung denies HBM3E price-cut rumors amid Nvidia approval delay
    Samsung Electronics has secured an order from Tesla for artificial intelligence (AI) chips, offering a renewed boost to its foundry business. However, the company continues to face...
    Wednesday 6 August 2025
    SK Hynix tops Samsung in 2Q25 on Nvidia-fueled HBM surge

    SK Hynix overtook Samsung Electronics in global memory chip revenue for the first time in the second quarter of 2025, powered by its...

    Thursday 31 July 2025
    Samsung sees memory rebound, eyes HBM3E growth and 3Q25 price surge
    Samsung Electronics experienced a rebound in its memory business during the second quarter of 2025, driven by AI-led demand and rising legacy DRAM prices. The company expects further...
    Thursday 31 July 2025
    SK Hynix secures top spot as competition heats up in DRAM market
    SK Hynix has solidified its position as the global market leader after achieving record performance in the High Bandwidth Memory (HBM) market. However, China's leading memory chipmaker,...
    Friday 25 July 2025
    SK Hynix accelerates investment for 2025 HBM boom as Samsung targets Nvidia certification in third quarter
    The surge in demand for high-bandwidth memory (HBM) driven by AI servers has positioned SK Hynix as the clear leader in the HBM market, with Micron also posting strong operational...
    Monday 21 July 2025
    Nvidia's China chip clearance spurs SK Hynix memory expansion plans
    Nvidia's renewed ability to sell H20 artificial intelligence chips to China following the lifting of US restrictions is driving SK Hynix to consider expanding production of advanced...
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    Research Report Database
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 13 August 2025
    Advanced WLP and back-end solutions at SEMICON Taiwan 2025
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES