The DRAM winter seems to be around the corner. Following Micron’s clouded outlook, which suggests a roughly 9% quarter-over-quarter revenue decrease, a recent survey conducted by Yonhap News also downgraded the Q4 guidance for South Korean memory giants Samsung and SK hynix. The survey, which g...

A report from TechNews, citing Tom’s Hardware, indicates that in response to the rapidly growing demand driven by AI, SK hynix, Samsung, and Micron are all accelerating the development of HBM products, and recently Micron has revealed plans for its HBM4 and HBM4E. Micron shows in its AI memory po...

While making strides in the HBM capacity expansion at its Cheongju M15X fab, SK hynix may have locked in another major client in addition to NVIDIA. According to South Korean media outlet The Elec, the memory giant has reportedly landed a substantial order to provide HBM to Broadcom. Sources cite...

Is the DRAM winter really coming? Despite Micron’s sequential doubling of HBM revenue in the previous quarter, weak demand for PCs and smartphones, combined with a DRAM supply glut, continues to weigh on its business, as its second quarter guidance disappoints the market. Micron achieved record...

According to a report from Business Korea, Samsung Electronics has started the construction of a test line to enhance the yield of its 7th generation DRAM at the 10nm level. The report notes that as Samsung has been losing its leadership in the DRAM sector, including HBM, this move might be an at...