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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
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
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...
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...
Monday 18 August 2025
SK Hynix labor dispute delays Nvidia HBM supply talks
A proposed bonus exceeding KRW100 million (US$72,000) per employee threatens to spark SK Hynix's first full-scale strike, with stalled high-bandwidth memory (HBM) supply talks heightening...
Saturday 16 August 2025
SK Hynix expands EUV in 1c DRAM, launches faster low-power chips for AI PCs

SK Hynix is stepping up its use of extreme ultraviolet (EUV) lithography in next-generation DRAM, increasing the number of EUV layers...

Friday 15 August 2025
China's CXMT resumes big-ticket chip investments to expand DDR5, fast-track HBM3 output
ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track high-bandwidth memory (HBM) development, highlighting Beijing's...
Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...
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...
Wednesday 13 August 2025
China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers...

Wednesday 13 August 2025
Samsung bets big on DRAM overhaul to reclaim HBM crown
Samsung Electronics is doubling down on its bet to regain leadership in high-bandwidth memory (HBM), the ultra-fast chip architecture powering next-generation artificial intelligence...
Monday 11 August 2025
AI memory revolution: Sandisk and SK Hynix define new standard for HBF
SK Hynix is partnering with flash memory manufacturer Sandisk to jointly promote the standardization of High Bandwidth Flash (HBF) technology. The two companies plan to leverage synergies...