News tagged Memory chips at DIGITIMES

NEWS TAGGED MEMORY CHIPS

Monday 25 August 2025

SK Hynix CDO reflects on breaking Samsung’s 30-year DRAM reign

SK Hynix Inc.'s Chief Development Officer, Hyun Ahn, described the day the company became the leading global DRAM supplier as the happiest of his career. The milestone, achieved in...

Monday 25 August 2025

Taiwan offers tax breaks for SME holding companies targeting US investment

The United States' implementation of trade protectionism has introduced significant uncertainty and risks for export-oriented economies. Chin-Ching Liu, minister of the National Development...

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...

Saturday 23 August 2025

Micron sells out 2026 HBM supply, SK Hynix and Samsung play catch-up

Micron has struck a confident tone in the race for high-bandwidth memory, announcing that all of its 2026 production has already been committed to customers. Chief Business Officer...

Friday 22 August 2025

eMMC shortage fuels rivalry between Macronix and Winbond in auto flash market

As NAND leaders recalibrate production allocation, Taiwan's Winbond Electronics and Macronix International are doubling down on specialized segments. Both are expanding their presence...

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

Huawei turns to software to ease pain from China's scarce AI memory

The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has...

Wednesday 20 August 2025

Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit

The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...

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...

Tuesday 19 August 2025

SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk

The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the...

Tuesday 19 August 2025

China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales

China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...

Monday 18 August 2025

Phison profit drops on currency losses as NAND prices rise, CEO flags 2026 supply concerns

Phison Electronics reported a sharp decline in second-quarter 2025 profit as steep exchange-rate fluctuations eroded earnings, even as revenue climbed on stronger NAND pricing. Net...

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