Micron, which stunned markets in August by hiking its Q4 FY25 outlook, posted earnings today with a bullish tone, flagging strong demand ahead. Reuters quoted CEO Sanjay Mehrotra as saying the company expects to sell out its entire 2026 HBM supply within months, having already locked in HBM3E pricin...

Memory giants are preparing additional price hikes amid a shortage fueled by the AI boom. Following Samsung and Micron, SK hynix—while holding off on a formal announcement—is reportedly negotiating with customers under a policy of adjusting prices according to market conditions, according to SeD...

As Samsung reportedly cleared NVIDIA’s qualification for its 12-layer HBM3E and races to catch up with other memory giants, SK hynix has fired up a pilot production line at its M15X facility in Cheongju, featuring 1b DRAM to meet growing HBM demand, according to The Bell. The company plans to m...

According to Tom’s Hardware, citing Financial Times, China’s Cyberspace Administration (CAC) has reportedly barred major firms, including ByteDance and Alibaba, from purchasing NVIDIA’s RTX Pro 6000D.  As Chosun Biz highlights, the RTX Pro 6000D was designed specifically for the Chinese marke...

After a year and a half of setbacks, Samsung has finally closed the gap with other memory giants. Multiple South Korean outlets, including the Korean Economic Daily and Business Korea, report that the company has cleared NVIDIA’s quality validation for its 12-high HBM3e, following its development ...