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Thursday 26 December 2024
Micron opens third office building in Taichung as Taiwan investment tops US$30 billion
Micron Technology's Taiwan subsidiary officially held an opening ceremony for its third office building in Taichung on December 25, marking a significant milestone in its long-term...
Thursday 26 December 2024
HBM4 race heats up among memory giants: customization and DRAM scaling at the crux
Micron is aggressively expanding its footprint in the high-bandwidth memory market, capitalizing on surging AI chip demand to accelerate growth. Backing this expansion, the company...
Wednesday 25 December 2024
SK Hynix prepares for mass production of 16-layer HBM3E amid intensifying competition
As competition in the high bandwidth memory (HBM) market escalates, SK Hynix is on track to begin mass production of its 16-layer HBM3E products as planned. The significance of this...
Tuesday 24 December 2024
SK Hynix clinches major HBM deal with Broadcom
As Broadcom strengthens its position in AI chip development through partnerships with industry giants like Apple and Google, the company has now secured a significant high-bandwidth...
Tuesday 24 December 2024
CXMT reportedly begins DDR5 mass production despite US restrictions
ChangXin Memory Technologies (CXMT), China's leading DRAM manufacturer, has reportedly begun mass production of DDR5 memory, according to market sources.
Monday 23 December 2024
Micron forecasts slump in general-purpose memory, casting doubts on Samsung, SK Hynix
Micron has released its first-quarter fiscal 2025 (1QFY25, ending November 28, 2024) financial results, highlighting strong performance in its HBM segment. However, a weaker-than-expected...
Monday 23 December 2024
Nanya to invest NT$6.6bn in DRAM design firm PieceMakers for AI memory solutions
Nanya Technology has greenlit a strategic alliance with DRAM design firm PieceMakers Technology, committing up to NT$6.6 billion (US$1.5 million) in a cash capital increase to secure...
Monday 23 December 2024
Samsung reportedly to begin construction of 7th-gen DRAM pilot line
Samsung Electronics (Samsung) is set to construct a test line for 10nm seventh-generation DRAM (1d DRAM) at Pyeongtaek Plant 2 (P2), strengthening its competitive position and enhancing...
Thursday 19 December 2024
Micron sees data center-driven record sales, but guidance disappoints
Micron Technology reported record fiscal first-quarter revenue driven by data center SSD sales, which now represent over half of total revenue. While HBM shipments doubled quarter...
Thursday 19 December 2024
Kioxia develops OCTRAM and new memory tech to reduce NAND reliance
Japanese NAND flash manufacturer Kioxia has announced plans to produce three additional types of memory, targeting next-generation products driven by artificial intelligence (AI)...
Wednesday 18 December 2024
Chinese manufacturers stockpile South Korean components ahead of Trump 2.0
Despite continued weak demand for South Korean displays and components in 2024, an unexpected recovery has emerged near year-end. Analysts interpret this trend as a response to the...
Tuesday 17 December 2024
Biden's bow-out embargo expose glaring gaps in China's HBM localization
The surging AI market has driven unprecedented demand for high-bandwidth memory (HBM), placing significant strain on supply chains. In early August, reports surfaced that the Biden...
Monday 16 December 2024
Samsung gears up for AI edge market with LPDDR6 samples expected by 2025
Samsung Electronics plans to introduce samples of its next-generation LPDDR6 memory by late 2025, addressing the growing demand for on-device AI solutions. The initiative aims to...
Friday 13 December 2024
Semiconductor shifts: why DRAM and mature logic processes face structural changes
Two pivotal areas in the semiconductor industry- standard DRAM and mature logic processes—are undergoing significant shifts. Despite their independence, both segments share...
Friday 13 December 2024
Samsung reportedly reassigns 2,000 engineers to Pyeongtaek in a bid to overcome HBM challenges
Samsung Electronics has reportedly initiated a large-scale personnel reshuffle, reallocating engineers to its next-generation semiconductor hub in Pyeongtaek. However, the company...
Research Report Database
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research