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NEWS TAGGED HBM
Tuesday 26 March 2024
Samsung likely to solely supply 12-layer HBM3E to Nvidia as early as September
Reports suggest that Samsung Electronics may soon become the sole supplier of 12-layer HBM products for Nvidia.
Friday 22 March 2024
Samsung seeks to stir the AI chip ecosystem with self-designed accelerator
Samsung Electronics announced at its shareholders' meeting that it is investing in the development of an AI accelerator, MACH-1, aiming to challenge Nvidia, and further revolutionize...
Thursday 21 March 2024
Nvidia's Jensen Huang takes diplomatic rain check on Samsung's wafers
Huang showcased his diplomatic flair at Nvida's AI developers' conference.
Tuesday 19 March 2024
Samsung widens lead over SK Hynix in DRAM market share, bolstered by traditional products
Samsung Electronics significantly expanded its DRAM market share in the fourth quarter of 2023, extending its lead over SK Hynix to 14 percentage points from a quarter earlier. While...
Tuesday 19 March 2024
Global top-3 memory maker status, 4Q 2023

Introduction

Thursday 14 March 2024
Samsung is reportedly 'upgrading' its HBM development team
Samsung Electronics is reportedly pushing to establish an HBM development unit to increase Samsung's competitiveness in High-Bandwidth Memory (HBM). In other words, the recently formed...
Thursday 14 March 2024
Taiwanese IC distributors to capitalize on handset and PC inventory shrinkage, AI chip boom in 2024
Taiwan's major IC distributors, including WPG Holdings, WT Microelectronics, Supreme Electronics, and Edom Technology, anticipate several significant trends for 2024 in the semiconductor...
Wednesday 13 March 2024
Samsung denies rumors about applying MR-MUF to improve HBM yield
Refuting a Reuters report citing five people stating that Samsung Electronics will apply Mass Reflow Molded Underfill (MR-MUF) technology, which is the process used by SK...
Friday 8 March 2024
HBM race: South Korean court moves to prohibit former SK Hynix employee from joining Micron
The Artificial Intelligence (AI) frenzy intensifies the competition for High Bandwidth Memory (HBM). A South Korean court recently approved an order application by SK Hynix to prohibit...
Friday 8 March 2024
Chinese foundry to set up production line for HBM memory
Wuhan Xinxin Semiconductor Manufacturing (XMC) reportedly has sent out an invitation to bid for a high-bandwidth memory (HBM) project. This suggests that the Chinese memory sector,...
Friday 8 March 2024
DDR5 adoption to accelerate in 2H24 thanks to GenAI
Penetration of DDR5 in the memory market is poised to accelerate and reach double digits in the second half of 2024, thanks to demand from Generative AI (GenAI), according to market...
Tuesday 5 March 2024
Samsung and SK Hynix restart equipment investment as DRAM demand returns
The DRAM market demand is picking up, and Samsung Electronics and SK Hynix, which previously adopted a production reduction strategy, have recently shown signs of resuming equipment...
Tuesday 5 March 2024
GenAI drives HBM memory demand
Generative AI has stimulated demand for High Bandwidth Memory (HBM), driving Taiwanese memory chipmakers to seize a share of the AI business opportunity.
Monday 4 March 2024
HBM technology and capacity deployment

Introduction

Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.