CONNECT WITH US
NEWS TAGGED HBM
Thursday 27 June 2024
China sees bumpy road ahead for homegrown HBM development, lagging memory giants by 10 years
China's development of homegrown High Bandwidth Memory (HBM) has a long way to go, lagging behind international memory giants by 10 years.
Thursday 27 June 2024
AI drives Micron turnaround to profit with future price hikes expected
Micron announced substantial growth in its latest financial results.
Wednesday 26 June 2024
Micron poised to bet on high-efficiency HBM, more DRAM for AI phones
The 2024 memory market has been heavily focused on High Bandwidth Memory (HBM) for cloud AI servers.
Wednesday 26 June 2024
SK Hynix thrives in HBM market while Samsung awaits Nvidia certification
SK Hynix's performance outlook in the High Bandwidth Memory (HBM) market has garnered optimism from South Korea's securities industry, driven by major customer orders from NVIDIA,...
Tuesday 25 June 2024
Samsung to resume P5 construction as AI surges memory demand
To address the rising memory demand of the AI boom, Samsung is resuming the construction of its new Pyeongtaek plant 5 (P5), with construction beginning as early as the third quarter...
Thursday 20 June 2024
Server AI accelerator market and technology

Introduction

Thursday 20 June 2024
Micron reportedly to expand HBM capacity in US and Asia
Micron is expanding its HBM production capacity in the United States and exploring the possibility of manufacturing the product in Malaysia, which is driven by soaring global demand...
Thursday 20 June 2024
Fab toolmakers see strong demand for HBM, CoWoS-like from China
IC equipment and materials suppliers have seen a surge in demand from China's semiconductor industry, where companies are rushing to adopt HBM memory and CoWoS-like technology, according...
Wednesday 19 June 2024
Global IC fab capacity to grow 6% in 2024 and 7% in 2025, says SEMI
The global semiconductor manufacturing industry is anticipated to increase capacity by 6% in 2024 and 7% in 2025 to accommodate the unrelenting growth in chip demand.
Wednesday 19 June 2024
Concerns over possible hostile takeover threat to parent company of SK Hynix growing
SK Group, the parent company of SK Hynix, has had its chairman, Chey Tae-won, face a historic divorce ruling. This circumstance raises concerns about potential hostile acquisitions...
Tuesday 18 June 2024
AI memory chip war heats up: SK Hynix allegedly uses NPE in proxy patent lawsuit against Micron
With the intensifying competition in the AI memory chip market, leading memory vendors like SK Hynix, Micron Technology, and Samsung Electronics are gearing up for proxy patent battles...
Tuesday 18 June 2024
GDDR7 in growing demand for AI-powered notebooks, memory vendors ready for mass production in 2H24
As AI applications expand to portable devices such as notebooks, demand for the latest generation of graphics memory, GDDR7, is gaining momentum, especially after AI chip leader Nvidia...
Tuesday 18 June 2024
SK Hynix reportedly to complete DRAM fab construction ahead of schedule
SK Hynix's M15X DRAM plant in Chungbuk-Cheongju, which is under construction, is expected to be completed ahead of schedule.
Tuesday 18 June 2024
Order visibility for HBM memory extended till 1Q26
Order visibility for HBM memory has been extended until the first quarter of 2026, spurred by the AI boom, according to sources at Taiwanese memory makers.
Monday 17 June 2024
HBM competition (3): the likely changes in the industry ecosystem
Before we discuss the possible impact of HBM4 standard interface on the DRAM industry, we need to review the current status of the DRAM industry.