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NEWS TAGGED HBM
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Tuesday 21 January 2025
Samsung delays 1c DRAM development to 2Q25 amid Nvidia concerns
Samsung Electronics has reportedly delayed the development of its 10nm sixth-generation 1c DRAM to June 2025. Initially slated for completion by late 2024, the timeline has been pushed...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
Nextin expands the 3D NAND testing equipment market
Recently, South Korean testing equipment provider Nextin is reportedly in discussions to supply testing equipment to Japanese NAND Flash manufacturer Kioxia. If the negotiations work...
Friday 17 January 2025
From rivals to clients: Samsung places orders with TSMC
TSMC Chairman CC Wei has confirmed long-standing industry speculation about the company’s evolving relationship with Samsung Electronics.
Thursday 9 January 2025
SK Hynix denies reports on plans to expand HBM DRAM production by 70%
Global memory leaders Samsung, SK Hynix, and ChangXin Memory Technologies (CXMT) are ramping up DRAM production this year, fueling market competition. While oversupply is expected...
Thursday 9 January 2025
Memory chipmakers see price pressure in 2025
Memory chip prices are anticipated to face downward pressure in 2025, also posing challenges for large companies like Samsung, according to market sources.
Wednesday 8 January 2025
Nvidia addresses design challenges in Samsung's HBM3E progress
At CES 2025, Nvidia CEO Jensen Huang publicly addressed challenges regarding Samsung Electronics' HBM3E memory design, marking his first explicit acknowledgment of the issues that...
Wednesday 8 January 2025
Samsung preliminary results fall short of expectations
Samsung reported mixed financial results, with fourth quarter 2024 revenue of KRW75 trillion (US$51.26 billion) showing growth amid an operating profit decline, impacted by weak mobile...
Wednesday 8 January 2025
Micron breaks ground on new HBM advanced packaging facility in Singapore
Micron Technology initiated construction on Wednesday (January 8, 2025) of a new High-Bandwidth Memory (HBM) advanced packaging facility adjacent to its existing facilities in Sing...
Tuesday 7 January 2025
US govt boosts Micron's automotive and defense DRAM production as major players exit niche market
While the US semiconductor revival extends beyond Intel's prominent efforts, it critically depends on Micron, the country's sole memory chip manufacturer, expanding its domestic production...
Tuesday 7 January 2025
South Korea shifts chip exports away from China as Taiwan, US market surge
South Korea's semiconductor industry is rapidly diversifying its export destinations away from China, with Taiwan and the US emerging as increasingly important markets amid ongoing...
Monday 6 January 2025
TEL CEO: AI to dominate 70% of global semiconductor market by 2030
Tokyo Electron Limited (TEL) forecasts the global semiconductor market will surpass US$1 trillion by 2030, with AI-related semiconductors driving 70% of the growth. To seize this...
Friday 3 January 2025
SK Hynix to unveil 'full stack AI memory provider' vision at CES 2025
SK Hynix (or "the company") announced today that it will showcase its innovative AI memory technologies at CES 2025, to be held in Las Vegas from January 7 to 10 (local time).