As memory giants enter the final stage of HBM4 ramp-up ahead of NVIDIA’s Rubin launch, they are taking diverging approaches. According to Chosun Biz, Samsung is pushing to lift 1c DRAM yields for HBM4 toward 80%, while ZDNet reports that SK hynix is set to cut HBM4 volumes this year by 20–30%. ...

Memory is not the only segment where Samsung Electronics is pushing price increases amid surging AI demand. According to Financial News, the chip giant has reportedly raised prices for HBM4 logic dies by around 40–50% since early 2026, signaling a broader normalization of pricing across its semico...

While Nanya Technology drew market attention with a $2.5 billion private placement backed by SanDisk, Kioxia, and Solidigm, the Taiwanese DRAM maker also posted strong results on April 13. Notably, Next Apple, citing General Manager Lee Pei-ying, reports that DRAM prices in the second quarter are ex...

Although JEDEC is expected to ease height restrictions for HBM, raising the limit to around 900 micrometers (µm) from 775 µm in HBM4, the industry continues to search for ways to overcome the structural limits of conventional HBM architectures. According to ET News, a “Vertical Die”-based adva...

Following Micron’s completion of its acquisition of Powerchip Semiconductor Manufacturing Corp’s Tongluo P5 fab in March, the Taiwanese chipmaker provided further operational updates. According to Central News Agency, PSMC said at its annual general meeting on April 10 that first-quarter operati...