Subject


DRAM


2024-10-24

[News] SK hynix and Samsung Reportedly Step up Focus on HBM4 and CXL amid Rising Chinese Competition

DRAM

Ahead of SK hynix’s Q3 earnings announcement on October 24th, the market expects it may see a surge in quarterly operating profit driven by HBM, potentially leading the company to outperform Samsung’s semiconductor division. Therefore, there is growing interest in SK hynix’s next move. In o...

2024-10-23

[Insights] Memory Spot Price Update: NAND Price Cuts Could Deepen as China’s Double 11 Nears

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot prices for DDR5 products have finally stabilized this week as contract prices have room for further hikes. As for NAND flash, the story seems to be different as the wave of price slashes is only going to become eve...

2024-10-22

[News] Hundreds of Samsung Engineers Reportedly Flock to Etching Positions at SK hynix

DRAM

While Samsung is struggling to catch up with SK hynix on its HBM3e progress, it would also be one of the company’s top priorities to retain talent. According to the report by Korean media outlet The Elec, around 200 Samsung employees have been flocking to apply for three job openings posted by SK ...

2024-10-18

[News] SK Hynix Scales Back CIS Operations, Shifts Focus to HBM

DRAM

According to a report by ZDNET Korea, SK Hynix has scaled back its less profitable CMOS image sensor (CIS) and foundry businesses while reinforcing a strategy that focuses on high-margin high-bandwidth memory (HBM) and AI memory. Citing industry sources, ZDNET Korea noted that SK Hynix has reduce...

2024-10-18

[News] Global Chip Market Signals a New Shift!

DRAM

The global semiconductor market is nearing the end of its inventory cycle. With the rise of AI-related applications, new energy vehicles, 5G, high-performance computing, and other emerging sectors, industry experts estimate that the global semiconductor industry could reach a valuation of $1 trillio...

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