Subject


DRAM


2026-02-10

[News] South Korea’s Firms Reportedly Posted 14% North America Sales Growth, SK hynix Soared 65%

DRAM

Amid lingering risks from the Trump administration’s tariffs, South Korea’s major conglomerates posted over 14% growth in North American sales through Q3 2025, ETNews reports. Among them, memory powerhouse SK hynix led the surge, with its U.S. revenue jumping more than 65% year-over-year, the re...

2026-02-09

[News] Global Memory Interconnect Leader Montage Technology Rides AI Data Center Boom to HK IPO

DRAM

As 2026 gets underway, China’s capital markets are already heating up with chip IPOs. Montage Technology, a designer of chips that speed data flows across data centers and AI accelerators, soared 57% on its Hong Kong debut February 9, backed by cornerstone investors including JP Morgan and Alibaba...

2026-02-09

[News] Samsung HBM4 Reportedly to Ship First After Lunar New Year, Initial Share Projected at Mid-20%

DRAM

As NVIDIA prepares to debut Vera Rubin, its next-generation AI accelerator, at GTC 2026 in mid-March, the race for HBM4 supremacy between Samsung and SK hynix is drawing intense market attention. According to Yonhap News and Hankyung, Samsung is poised to become the world’s first company to mass-p...

2026-02-06

[News] Samsung, SK hynix, Micron Reportedly Shift to Short-Term, Post-Settlement Deals for Big Techs

DRAM

As memory giants grow reluctant to lock in long-term agreements (LTAs) with clients, a new type of deal is reportedly emerging. ETNews notes that Samsung, SK hynix, and Micron are shifting to shorter-term contracts, with some including “post-settlement” clauses that adjust prices based on market...

2026-02-05

[News] HBM Expert Says Korea–China Memory Gap Exceeds 5 Years and May Even Widen Amid EUV Constraints

DRAM

Is China closing the gap with South Korea’s memory giants? An industry veteran says the gap may be wider than assumed. According to The Korea Herald, Shim Dae-yong, a professor of next generation semiconductor at Dong-A University, said the technology gap between Chinese memory makers and their So...

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