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NEWS TAGGED MEMORY CHIPS
Monday 30 September 2024
Weekly news roundup: TSMC, Micron struggle to compete with local Japanese giants for talent; China's mature chip dominance looms for Taiwan's IC design houses
These are the most-read DIGITIMES Asia stories in the week of September 23 – September 27.
Monday 30 September 2024
HBM oversupply looms as Samsung seeks Nvidia validation for HBM3E
Recent debates in the semiconductor industry have raised concerns about a potential oversupply of high bandwidth memory (HBM). Analysts believe a key factor will be whether Samsung...
Friday 27 September 2024
Semiconductor talent crunch: TSMC, Micron struggle to compete with Japan's homegrown giants
Amid rising geopolitical tensions, the global semiconductor sector is witnessing an intense chip war across multiple regions, with a critical shortage of skilled talent emerging as...
Friday 27 September 2024
Memory spot prices fall on slow demand recovery
The recovery in downstream consumer markets remains sluggish, leading to a further decline in spot market prices for memory chips. In response, industry leader Kingston Technology...
Thursday 26 September 2024
Thailand to build first SiC facility, with operation expected by 2027
Thailand is set to make a significant stride in the semiconductor industry with the establishment of its first silicon carbide (SiC) wafer factory, which is expected to begin operation...
Thursday 26 September 2024
South Korea's semiconductor sector struggles amid severe talent shortage
Despite AI-driven growth in the semiconductor industry, South Korea is facing a critical shortage of skilled workers. A preference among students for medical degrees and aggressive...
Thursday 26 September 2024
SK Hynix begins volume production of the world's first 12-Layer HBM3E
SK Hynix Inc. announced today that it has begun mass production of the world's first 12-layer HBM3E product with 36GB name="_ednref1"...
Thursday 26 September 2024
SK Hynix begins volume production of 12-layer HBM3E
K Hynix has commenced mass production of the world's first 12-layer HBM3E product, boasting a 36GB capacity, the highest of any current HBM available, according to the memory chip...
Thursday 26 September 2024
Micron eyes production boost amid Samsung's HBM entry and Chinese rivalry
Despite a positive outlook for the memory market, driven largely by data centers, Micron anticipates Samsung Electronics' entry into the HBM market and is shifting toward higher-value...
Thursday 26 September 2024
Micron nearly doubles sales on AI surge, targets over 30% capex-to-sales ratio
Micron Technology's sales have nearly doubled year-over-year, driven by strong artificial intelligence (AI) demand, leading to a profitable fourth quarter of fiscal 2024. The company...
Wednesday 25 September 2024
JCET expands HBM packaging and testing as China accelerates domestic production
The Biden administration is considering imposing restrictions on the import of high-bandwidth memory (HBM) and related equipment into China, fueling growing demand for domestic substitutes...
Wednesday 25 September 2024
Kioxia secures US$841 million loan to boost latest NAND production for AI and data centers
Kioxia, a leading player in the NAND flash industry, has secured a loan commitment of JPY120 billion (US$841 million) from major financial institutions. This financing will enable...
Tuesday 24 September 2024
AI boom overshadowed by weak consumer IT demand for Samsung and SK Hynix
South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...
Tuesday 24 September 2024
Global semiconductor sales hit US$162.1 billion in 2Q24; Nvidia shines
Omdia has recently released a report that indicates that the total semiconductor revenue reached a record high of US$162.1 billion in the second quarter of 2024, representing a 6.7%...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...