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NEWS TAGGED HBM3E
Monday 3 February 2025
Samsung to launch enhanced HBM3E in 1Q25, doubles supply target
Samsung Electronics (Samsung) plans to release an enhanced version of HBM3E as it works to close the gap with SK Hynix in HBM supply and DRAM development. The company aims to double...
Friday 24 January 2025
Samsung's 2024 HBM shipments likely to miss targets amid ongoing challenges
As Samsung Electronics gears up to release its fourth-quarter 2024 financial results, industry observers are closely monitoring the company's progress in meeting its high bandwidth...
Friday 24 January 2025
SK Hynix confident in HBM4, prepares for 1c DRAM mass production
SK Hynix is poised to achieve a record-high operating profit in 2024, potentially surpassing Samsung Electronics (Samsung) for the first time. The company maintains its optimistic...
Thursday 23 January 2025
Samsung strives to keep pace with competitors in DRAM development
Samsung Electronics has officially denied recent reports suggesting plans to revise the design of its fifth-generation 10nm-class DRAM (1b DRAM), emphasizing that no such changes...
Thursday 23 January 2025
SK Hynix hits record 2024 revenue on AI memory surge
SK Hynix posted record revenue of KRW66.2 trillion (US$46.3 billion) in 2024, with an operating profit of KRW23.5 trillion, yielding a 35% margin. Net income reached KRW19.8 trilli...
Thursday 23 January 2025
Micron ramps up HBM production, further taps South Korean talents
Micron is expanding its investment in Taiwan, with plans to exceed NT$1.1 trillion (US$33.6 billion) by the end of 2024. According to Donghui Lu, head of Micron Taiwan, the company...
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...
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,...
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...
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...
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...
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...