Subject


DRAM


2024-12-16

[News] SK Hynix Reportedly Expands HBM Production at Cheongju M15X Fab, Aiming for Late 2025 Completion

DRAM

According to a report from Chosun Biz, SK hynix is expanding its HBM production capacity at the Cheongju M15X fab to address ongoing market supply shortages, with AI demand expected to continue outpacing HBM supply in 2025. To support this expansion, the company plans to transfer some of its DRAM wo...

2024-12-13

[News] Samsung Reportedly Unable to Supply HBM3E to NVIDIA in 2024 as Gap with SK hynix Widens

DRAM

Korean memory giant Samsung has been working hard to prepare for supplying HBM3E to NVIDIA, but now it appears almost impossible to supply to NVIDIA in 2024. According to Wccftech's report, Samsung failed to secure a position in NVIDIA's supply chain because it couldn't meet NVIDIA's qualification t...

2024-12-11

[News] U.S. Finalizes USD 6.1 Billion Micron Subsidy under CHIPS Act as Samsung’s Discussions Stall

DRAM

Following the footsteps of semiconductor bellwethers TSMC and Intel, U.S. head-quartered Micron becomes the first memory giant to secure the funding under the CHIPS Act. According to U.S. Department of Commerce, it has finalized a USD 6.165 billion government subsidy for Micron to support semiconduc...

2024-12-10

[News] Conventional DRAM Prices Plunge Amid Oversupply, Raising Concerns for Taiwanese Firms

DRAM

According to a report by the Economic Daily News, the DRAM market remains sluggish, with prices continuously declining. Industry insiders admit that the current market conditions are worse than anticipated. The report cites sources who attribute the ongoing price corrections in conventional DRAM to ...

2024-12-10

[News] Samsung Has Reportedly Ordered Equipment for 1c DRAM Mass Production, Paving the Way for HBM4

DRAM

Though still working towards the last mile on its 12hi HBM3e qualification with NVIDIA, Samsung seems to be advancing steadily on its HBM4 roadmap. According to South Korean media outlet ZDNet, Samsung is gearing up for mass production of 1c DRAM, a critical component that will determine the company...

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