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Monday 14 October 2024
Samsung reportedly lowers HBM production target by 10%; reassigns R&D personnel to boost competitiveness
Samsung Electronics (Samsung) has confirmed delays in high bandwidth memory (HBM) supply, leading to a downward adjustment of its production target for 2025. To enhance semiconductor...
Monday 14 October 2024
Weekly news roundup: Samsung's HBM3E reportedly clears Nvidia's on-site inspection
These are the most-read DIGITIMES Asia stories in the week of October 7 - October 13.
Friday 11 October 2024
Samsung's HBM3E delays could shift memory market lead to SK Hynix
Samsung Electronics reported consolidated revenue of KRW79 trillion (about US$58.6 billion) and an operating profit of KRW9.1 trillion for the third quarter of 2024, missing market...
Friday 11 October 2024
2025 DRAM outlook: Samsung, SK Hynix adopt diverging expansion strategies
As general DRAM prices decline, recent forecasts indicate a divergence in the DRAM expansion strategies of Samsung Electronics (Samsung) and SK Hynix for 2025. Samsung plans on reducing...
Wednesday 9 October 2024
Industry considers production cuts as NAND prices drop and IT demand fails to meet expectations
NAND Flash prices have begun to decline due to lower-than-expected IT demand. Major memory companies are reportedly planning to adjust their utilization rates and may refocus investments...
Wednesday 9 October 2024
Samsung rules out foundry spin-off, citing technical challenges and strategic market priorities
Samsung Electronics issued a rare public apology on October 8, 2024, causing ripples across the semiconductor industry.
Wednesday 9 October 2024
AI-powered smart glasses key to the revival of Google's rocky AR/VR development
Apple's launch of the Vision Pro mixed-reality headset followed by Meta's introduction of its AR smart glasses prototype Orion has reignited interest in the field. As a result, the...
Tuesday 8 October 2024
SK Hynix highlights its HBM production efficiency; 8.8 times better than Samsung and Micron
SK Hynix recently participated in TSMC's open innovation platform (OIP) forum, where the company not only emphasized its collaboration with TSMC and Nvidia but also revealed key details...
Tuesday 8 October 2024
NAND flash market faces cost crunch: Samsung and SK Hynix buck the trends eyeing expansion
Despite AI-driven growth in the NAND flash market, the rising costs of technological transitions remain a major hurdle.
Tuesday 8 October 2024
Samsung India signs MoAs with striking workers amid ongoing dispute
Samsung India has signed an agreement with a segment of its workers, addressing some of their demands and aiming to resolve a strike that has lasted nearly a month at its plant in...
Tuesday 8 October 2024
Samsung reports weaker-than-expected 3Q24 operating profit; lags in HBM supply for Nvidia
Samsung Electronics has reported a weaker-than-expected operating profit for the third quarter of 2024, with experts attributing this shortfall to the company's lagging position in...
Monday 7 October 2024
Samsung's strategic cost-cutting: its next move to restore global competitiveness
Samsung Electronics, facing difficulties in its wafer foundry business, has implemented cost-cutting measures, including the cancellation of on-site events and a slowdown in investment...
Monday 7 October 2024
TSMC's three-pronged strategy: Outsourcing CoWoS to Amkor as US plant exceeds expectations
TSMC has taken the unusual step of opening up its Chip-on-Wafer-on-Substrate (CoWoS) outsourcing opportunities and recently announced a memorandum of understanding (MOU) with Amkor...
Monday 7 October 2024
Samsung's HBM3E reportedly clears Nvidia's on-site inspection; mass production still pending
Samsung Electronics and Nvidia have reportedly completed the on-site inspection of the fifth-generation high bandwidth memory (HBM3E). Despite delays in mass production and supply,...
Monday 7 October 2024
China's restrictions on Nvidia chips drag Samsung's HBM into muddy water
Reports suggest that the Chinese government is discouraging local companies from purchasing Nvidia's AI chips, which may affect Samsung Electronics' High Bandwidth Memory (HBM) sales...