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...
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...
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...
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...
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,...
Samsung Electronics (Samsung) and SK Hynix are both preparing to mass-produce the new concept of low-power memory, LPCAMM. Experts anticipate a rapid increase in AI-enabled devices,...
SEMICON Taiwan 2024, held in early September, provided a glimpse into the future of the semiconductor industry, from advanced memory technologies to international partnerships in...
Samsung Electronics is reportedly exploring using dry photoresist for its upcoming 6G 10nm-class DRAM (1c DRAM) to widen its lead in DRAM with its competitors, such as SK Hynix and...
Apple's first AI phone, the iPhone 16 series, has officially been released. To adapt to Apple Intelligence, the entire series features 8GB of memory capacity. As AI functions become...
China's leading DRAM manufacturer, Changxin Memory Technologies (CXMT), is reportedly ramping up its production. This move has raised alarm in the South Korean memory industry, potentially...
Samsung Electronics (Samsung) is not only lagging in the HBM area, but its large lead in universal DRAM also shows signs of erosion, intensifying its internal sense of crisis. There...
The surging momentum of generative AI has placed Taiwan's semiconductor supply chain at the center of the AI stage. As the industry leader, TSMC showcased its influence at SEMICON...
Although the semiconductor industry is in a supercycle due to AI, factories of Samsung Electronics (Samsung) and SK Hynix may not be able to operate as normal due to staff shortages...
Semiconductor expert Jin-seok Choi, who was previously accused of leaking Samsung Electronics' 20nm DRAM manufacturing technology data to China and attempting to establish a "cloning...
Reportedly, Samsung Electronics (Samsung) is investing in equipment for the GaN foundry market. South Korea-based reports say that Samsung's import scale is smaller this time, presumably...
