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NEWS TAGGED DRAM
Monday 30 September 2024
Micron's HBM capacity full until 2025, poised for multi-billion dollar revenue boost
The explosive growth of artificial intelligence (AI) has fueled a surge in demand for data centers, with Micron projecting the high-bandwidth memory (HBM) market to surpass US$25...
Monday 30 September 2024
Weekly news roundup: TSMC, Micron struggle to compete with local Japanese giants for talent; China's mature chip dominance looms for Taiwan's IC design houses
These are the most-read DIGITIMES Asia stories in the week of September 23 – September 27.
Thursday 26 September 2024
SK Hynix begins volume production of 12-layer HBM3E
K Hynix has commenced mass production of the world's first 12-layer HBM3E product, boasting a 36GB capacity, the highest of any current HBM available, according to the memory chip...
Thursday 26 September 2024
Micron eyes production boost amid Samsung's HBM entry and Chinese rivalry
Despite a positive outlook for the memory market, driven largely by data centers, Micron anticipates Samsung Electronics' entry into the HBM market and is shifting toward higher-value...
Thursday 26 September 2024
Micron nearly doubles sales on AI surge, targets over 30% capex-to-sales ratio
Micron Technology's sales have nearly doubled year-over-year, driven by strong artificial intelligence (AI) demand, leading to a profitable fourth quarter of fiscal 2024. The company...
Tuesday 24 September 2024
AI boom overshadowed by weak consumer IT demand for Samsung and SK Hynix
South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
Monday 23 September 2024
China reportedly bypasses US DRAM tariffs via South Korea
China has successfully circumvented US tariffs on DRAM modules through South Korea, leading to a sharp drop in direct exports of Chinese DRAM modules to the US and a corresponding...
Monday 23 September 2024
Samsung overhauls semiconductor research to fast-track memory production and boost profits
Samsung Electronics reportedly plans to restructure its Semiconductor Research Institute, transferring the DRAM and NAND flash memory development teams to the business division's...
Friday 20 September 2024
China-based CXMT's aggressive production expansion may disrupt global DRAM market
With strong backing from the Chinese government, Changxin Memory Technologies (CXMT) is aggressively expanding its DRAM production capacity, potentially challenging the triopoly led...
Thursday 19 September 2024
Samsung and SK Hynix engage in LPCAMM battle over on-device AI
Samsung Electronics (Samsung) and SK Hynix are both preparing to mass-produce the new concept of low-power memory, LPCAMM. Experts anticipate a rapid increase in AI-enabled devices,...
Wednesday 18 September 2024
Inventory dumping threatens DDR4 memory market
DRAM contract prices are expected to increase quarterly throughout 2024. However, inventory dumping has put pressure on DDR4 due to low demand for PC and mobile phone applications,...
Monday 16 September 2024
Samsung reportedly exploring dry photoresist technology for 1c DRAM
Samsung Electronics is reportedly exploring using dry photoresist for its upcoming 6G 10nm-class DRAM (1c DRAM) to widen its lead in DRAM with its competitors, such as SK Hynix and...
Monday 16 September 2024
Weekly news roundup: Chinese LLM developers navigate US chip sanction; Huawei's triple-fold Mate XT set to launch
These are the most-read DIGITIMES Asia stories in the week of September 9 – September 13.
Friday 13 September 2024
Former Samsung executive leaks DRAM technology to China valued as high as US$3.2 billion
Former Samsung Electronics executive Jin-seok Choi was recently detained again by court order for leaking DRAM process technology to China, with over 30 additional researchers now...