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Monday 28 October 2024
Weekly news roundup: Micron, Intel, Tesla hit by China's national security measures; SiC prices plunge as Chinese capacity soars
These are the most-read DIGITIMES Asia stories in the week of October 21 - October 25.
Friday 25 October 2024
Micron PCIe Gen5 SSDs earn spot on Nvidia GB200 NVL72 vendor list
Micron Technology has announced that its 9550 PCIe Gen5 E1.S data center SSDs have been qualified for Nvidia's recommended vendor list (RVL) for the NVIDIA GB200 NVL72 system and...
Friday 25 October 2024
NAND flash market faces cyclical downturn amid production adjustments
The NAND flash market is currently experiencing a cyclical downturn due to persistent oversupply conditions. Key factors contributing to this situation include weakening demand from...
Thursday 24 October 2024
Micron anticipates AI demand boost as EUV-based DRAM enters production in 2025
Micron Technology, which has fully allocated its HBM production capacity for calendar 2025, indicated that demand for AI will increase as it expands from cloud servers to consumer...
Thursday 24 October 2024
SK Hynix maintains edge in HBM3E, but HBM4 certification and Samsung's pursuit pose risks
SK Hynix will announce its financial results for the third quarter of 2024 on October 24. During its previous earnings call, the company indicated that shipments of its HBM3E products...
Monday 21 October 2024
Micron, Intel, Tesla get hit with collateral damage from China's national security measures
China has set its sights on US PC giant Intel, alleging through a third-party cybersecurity association that Intel's CPU backdoor contains security vulnerabilities potentially posing...
Friday 11 October 2024
Samsung's HBM3E delays could shift memory market lead to SK Hynix
Samsung Electronics reported consolidated revenue of KRW79 trillion (about US$58.6 billion) and an operating profit of KRW9.1 trillion for the third quarter of 2024, missing market...
Wednesday 9 October 2024
Industry considers production cuts as NAND prices drop and IT demand fails to meet expectations
NAND Flash prices have begun to decline due to lower-than-expected IT demand. Major memory companies are reportedly planning to adjust their utilization rates and may refocus investments...
Tuesday 8 October 2024
SK Hynix highlights its HBM production efficiency; 8.8 times better than Samsung and Micron
SK Hynix recently participated in TSMC's open innovation platform (OIP) forum, where the company not only emphasized its collaboration with TSMC and Nvidia but also revealed key details...
Tuesday 8 October 2024
NAND flash market faces cost crunch: Samsung and SK Hynix buck the trends eyeing expansion
Despite AI-driven growth in the NAND flash market, the rising costs of technological transitions remain a major hurdle.
Tuesday 8 October 2024
Samsung reports weaker-than-expected 3Q24 operating profit; lags in HBM supply for Nvidia
Samsung Electronics has reported a weaker-than-expected operating profit for the third quarter of 2024, with experts attributing this shortfall to the company's lagging position in...
Friday 4 October 2024
Micron expands hiring in Taiwan, Japan amidst HBM production demand
In anticipation of favorable market conditions, Micron Technology will implement extensive talent recruitment initiatives in Taiwan and Japan, according to the US memory chip vendo...
Tuesday 1 October 2024
SK Hynix advances 16-layer HBM3E to maintain market lead
SK Hynix is expediting the development of 16-layer HBM3E (High Bandwidth Memory) to reinforce its leading position in the competitive HBM market, as challenges from rivals like Samsung...
Tuesday 1 October 2024
Micron sees explosive AI PC growth, customers stockpile memory inventories
Micron CEO Sanjay Mehrotra recently shared insights into the AI-powered PC market from a memory provider's perspective during the company's latest earnings call. He highlighted the...
Monday 30 September 2024
Micron's HBM capacity full until 2025, poised for multi-billion dollar revenue boost
The explosive growth of artificial intelligence (AI) has fueled a surge in demand for data centers, with Micron projecting the high-bandwidth memory (HBM) market to surpass US$25...