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Wednesday 22 January 2025
DIGITIMES exclusive: Samsung refutes 1b DRAM redesign reports
Samsung Electronics has denied reports about the redesign of its fifth-generation 10nm-class DRAM (1b DRAM), following media speculation about changes to the latest commercially available...
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...
Tuesday 21 January 2025
Samsung delays 1c DRAM development to 2Q25 amid Nvidia concerns
Samsung Electronics has reportedly delayed the development of its 10nm sixth-generation 1c DRAM to June 2025. Initially slated for completion by late 2024, the timeline has been pushed...
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,...
Monday 20 January 2025
US curbs on Chinese semiconductors seen benefiting South Korean firms
The US government has unveiled new semiconductor export restrictions aimed at China, potentially disrupting ChangXin Memory Technologies (CXMT) while favoring Samsung Electronics,...
Monday 20 January 2025
Nextin expands the 3D NAND testing equipment market
Recently, South Korean testing equipment provider Nextin is reportedly in discussions to supply testing equipment to Japanese NAND Flash manufacturer Kioxia. If the negotiations work...
Friday 17 January 2025
From rivals to clients: Samsung places orders with TSMC
TSMC Chairman CC Wei has confirmed long-standing industry speculation about the company’s evolving relationship with Samsung Electronics.
Wednesday 15 January 2025
Samsung reportedly scales back NAND output while SK Hynix ramps up amid global oversupply
Chosun Biz and ICSmart report that Samsung Electronics plans to reduce NAND wafer production at its Xi'an factory in China by over 10%. Amid a global NAND oversupply,...
Monday 13 January 2025
Enterprise SSD prices decline as Samsung, SK Hynix rethink NAND production
The enterprise solid-state drive (eSSD) market is facing potential price declines, raising questions in South Korea about whether Samsung Electronics and SK Hynix will revise their...
Thursday 9 January 2025
Formation vs. dissolution: Samsung, SK Hynix take divergent EUV strategies
Samsung Electronics has reportedly launched a new EUV Task Force (TF) to enhance its extreme ultraviolet (EUV) technology and improve yields for advanced nodes like 3nm processes...
Thursday 9 January 2025
SK Chief, Nvidia's CEO discuss ways to deepen AI efforts
The chairman of SK Hynix Inc.'s parent and Nvidia Corp. co-founder Jensen Huang met on January 8 to discuss AI, suggesting the two companies are exploring ways to deepen one of the...
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...
Thursday 9 January 2025
Memory chipmakers see price pressure in 2025
Memory chip prices are anticipated to face downward pressure in 2025, also posing challenges for large companies like Samsung, according to market sources.
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...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research