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Thursday 24 July 2025
Samsung delays HBM4 rollout to 2026 due to yield challenges, all while SK Hynix strengthens lead in AI memory

Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling...

Thursday 24 July 2025
Samsung unveils 9nm DRAM strategy
Samsung Electronics is reportedly planning to introduce a vertical 4F Square structure for its in-development 9nm DRAM products, while continuing development of the existing 6F Square...
Thursday 24 July 2025
SK Hynix reassures on China fabs with stable VEU status amid US AI chip export easing
SK Hynix addressed concerns about the potential impacts of tightening US export controls on its fabrication operations in China, adding no change in the company's validated end user...
Thursday 24 July 2025
SK Hynix optimistic on HBM demand amid AI growth, highlights next-gen DRAMs
In SK Hynix's second-quarter earnings call, the company emphasized strong confidence in the sustained growth of HBM, driven by increasing AI workloads and emerging applications like...
Thursday 24 July 2025
SK Hynix rides DRAM wave, doubles down on HBM with capex boost
SK Hynix reported second-quarter 2025 revenue of KRW22.23 trillion (US$16.17 billion), up 35% year-over-year, driven by surging demand for AI and high-performance DRAM. The company...
Thursday 24 July 2025
Samsung plans HBM4 comeback with advanced chip technology
Samsung Electronics is preparing a strategic challenge to SK Hynix's dominance in sixth-generation high-bandwidth memory with an ambitious technological leap that could reshape the...
Wednesday 23 July 2025
PSMC reports bigger 2Q25 loss, stronger Taiwan Dollar and weak chip prices offset Tata deal gains
Powerchip Semiconductor Manufacturing Company (PSMC) reported a steeper net loss in the second quarter of 2025, as a stronger New Taiwan dollar and weakening wafer average selling...
Tuesday 22 July 2025
Inside Samsung's 1c DRAM breakthrough: How a design feud nearly derailed the project
Samsung Electronics has reportedly succeeded in developing its sixth-generation 10nm class DRAM, known as 1c DRAM, and is preparing for mass production despite internal tensions that...
Tuesday 22 July 2025
Exclusive: CXMT's DDR5/LPDDR5 upgrade challenges international manufacturers, Nanya siren concerns
Chinese memory giant CXMT is actively advancing its DDR5 and LPDDR5 DRAM process upgrades. According to supply chain sources, although CXMT has yet to enter mass production, recent...
Tuesday 22 July 2025
China's emerging memory titan duo disrupts DRAM's current big three
China's top memory chipmakers, ChangXin Memory Technologies (CXMT) and Yangtze Memory Technology Corp. (YMTC), have nearly doubled their output in just over a year. Their rapid expansion...
Monday 21 July 2025
Samsung reportedly cracks 1c DRAM yield hurdle, positions HBM4 for AI rebound
Samsung Electronics is preparing a major push to reclaim ground in the high-bandwidth memory (HBM) market, where it has lagged behind SK Hynix and Micron. Its sixth-generation 1c...
Monday 21 July 2025
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...
Saturday 19 July 2025
Nvidia picks Micron for massive SOCAMM rollout
Nvidia is preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM as a potential...
Saturday 19 July 2025
SK Hynix retreats from China, pivots to homegrown DRAM growth
SK Hynix is ramping up domestic semiconductor production as US export controls and geopolitical tensions prompt a broader reshuffling of the global memory supply chain. The company...
Thursday 17 July 2025
South Korean chipmakers reportedly delay DDR4 phase-out amid supply crunch
Global memory giants are phasing out or discontinuing DDR4 DRAM production to accelerate capacity shifts toward advanced process products such as DDR5 and high-bandwidth memory (HBM),...