South Korean memory maker SK Hynix saw its exports of multi-chip packages (MCP) fall by nearly 30% sequentially in January 2025. At the same time, some analysts believe that after...
Chinese AI startup DeepSeek has demonstrated a cost-effective approach to high-performance AI, potentially disrupting SK Hynix and Samsung Electronics' positions as key suppliers...
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing...
The memory industry continues to face seasonal headwinds in early 2025, with persistent price declines. The Lunar New Year holiday has further impacted revenue, reducing working days...
Taiwan's export growth maintained its momentum in January 2025, driven primarily by artificial intelligence (AI) and high-performance computing (HPC) demand, according to statistics...
SK Hynix's memory business in China faces numerous uncertainties due to the ongoing US-China conflict. Chief Production Officer (CPO) Young-Sik Kim will reportedly lead the Wuxi fab...
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.
A significant shift in the artificial intelligence (AI) sector is reshaping the semiconductor market. DeepSeek, a Chinese AI startup, recently unveiled a large language model (LLM)...
Samsung Electronics' Device Solutions (DS) division has reported weaker-than-expected earnings for the fourth quarter of 2024, grappling with a series of challenges that have raised...
With the advent of the artificial intelligence (AI) era, Taiwan's industrial ecosystem has become increasingly significant. Samsung Electronics (Samsung), which previously prioritized...
The memory market underwent a phase of rest and consolidation just prior to the Lunar New Year holiday. DDR5 has experienced modest price increases in recent months, while other products,...
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...
According to a report by Nikkei, Tongfu Microelectronics is rumored to have commenced trial production of high bandwidth memory (HBM2). This development follows fellow Chinese...
In a significant advancement for China's semiconductor industry, Yangtze Memory Technologies Co. (YMTC) has achieved a new milestone with its fifth-generation 3D TLC NAND flash memory...
