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Saturday 22 March 2025
Jensen Huang's Samsung visit at GTC 2025 reignites spotlight on memory supply ties
Nvidia CEO Jensen Huang visited the Samsung Electronics booth at GTC 2025 on March 20, Pacific Time, where he left a signature including the words "Samsung," "GDDR7 rocks!" and "RTX...
Friday 21 March 2025
Innodisk expects 2H25 growth to outpace 1H25
Industrial memory module specialist Innodisk has been diligently pursuing order opportunities from Chinese CSPs and network device customers and anticipates that its sales growth...
Friday 21 March 2025
Micron to pass on tariff costs to US customers
Micron's strong second-quarter earnings, driven by surging data center and HBM demand, signal a memory market recovery. Exceeding revenue estimates and forecasting continued growth,...
Friday 21 March 2025
Micron HBM revenue tops billion dollars amid expansion plans
Micron's HBM revenue exceeded US$1 billion this quarter. The company expects multibillion-dollar HBM revenue by 2025 and plans to start HBM4 production in 2026 while expanding capacity...
Thursday 20 March 2025
Samsung's HBM3E reportedly receives high marks during Nvidia audit
Samsung Electronics' fifth-generation HBM3E received satisfactory scores during Nvidia's recent audit and is expected to pass Nvidia's quality certification as early as June, according...
Thursday 20 March 2025
Samsung vows to reclaim ground in AI memory market with rollout
Samsung Electronics Co. pledged to strengthen its position in the high-bandwidth memory (HBM) chip market this year, in response to shareholder criticism over its underperformance...
Thursday 20 March 2025
SK Hynix, Micron exhibit AI memory solutions at Nvidia GTC
At the ongoing Nvidia GTC 2025, both SK Hynix and Micron Technology have demonstrated their respective AI memory solutions.
Wednesday 19 March 2025
SK Hynix launches early 12-layer HBM4 samples, eyes H2 production
SK Hynix announced on March 19 that it has begun delivering early samples of its new 12-layer HBM4 ultra-high performance DRAM for AI applications to key clients.
Wednesday 19 March 2025
Memory prices to hit bottom and rebound, says Adata
The memory market is improving, with memory module manufacturer Adata Technology indicating that spot market prices have started to rise. Contract prices are expected to reach their...
Monday 17 March 2025
China's AI infrastructure surge fuels SSD boom, fast-tracks local memory supply chain
AI adoption is surging, with large-scale models like DeepSeek fueling a sharp rise in memory demand. Following DeepSeek's breakthrough during Lunar New Year, China has accelerated...
Monday 17 March 2025
Weekly news roundup: China's EUV breakthrough and Chinese lawmakers' proposal for anonymous semiconductor purchases
These are the most-read DIGITIMES Asia stories from the week of March 10 – March 15.
Monday 17 March 2025
NAND flash prices set to rebound as Micron and YMTC hike rates due to tight supply conditions
Following SanDisk announcing a price rise effective in April, reports suggest that Micron, Samsung Electronics, SK Hynix, and Yangtze Memory Technology Corp (YMTC) will also hike...
Saturday 15 March 2025
Phison upbeat about UFS QLC NAND penetration in mobile devices
As QLC NAND technology is rapidly penetrating the market, NAND controller chip vendor Phison Electronics expects UFS QLC to become the mainstream storage spec for mobile devices,...
Friday 14 March 2025
Micron leads sixth-generation DRAM samples, but EUV strategy could determine future DRAM race
In late February, Micron announced it had shipped samples of its sixth-generation DRAM (1γ DRAM), becoming the first in the industry to do so. However, its design and manufacturing...
Thursday 13 March 2025
Nvidia reportedly visits Samsung packaging plant amid HBM3E supply uncertainty
High bandwidth memory (HBM) major client Nvidia is said to have visited Samsung Electronics' advanced packaging plant again, just over a month after their last visit. Industry sources...