Subject


DRAM


2025-08-29

[News] Memory Giants Diverge on HBM Base Die: Micron Reportedly Delays Foundry Shift, Risks Losing Edge

DRAM

With NVIDIA reportedly developing its own HBM base die for 2027 production, the spotlight is on memory giants moving base die manufacturing from DRAM to foundry processes. According to South Korea’s Digital Daily, Micron may take the most cautious approach, delaying the shift to foundries until HB...

2025-08-29

[News] SK hynix Launches Industry-First High-K EMC Mobile DRAM with 3.5x Higher Thermal Conductivity

DRAM

While performance drop caused by heat has become not only an issue for AI data centers but for smartphones as well, SK hynix announced that it has begun supplying mobile DRAM with industry-first High-K Epoxy Molding Compound, offering highly efficient heat dissipation. According to its press rel...

2025-08-26

[News] NVIDIA Reportedly Plans 2027 HBM Logic Die Design to Gain Supply Chain Leverage Over TSMC, SK hynix

DRAM

According to South Korean media outlet Hankyung, citing sources, NVIDIA is working to reinforce its position in the HBM value chain by taking on the design of the “logic die,” a core component of HBM, starting in the second half of 2027, while also planning to diversify where it sources them. ...

2025-08-21

[News] Chinese Research Team Achieves New Breakthrough in Semiconductor, Based on DRAM Principle

DRAM

Currently, in fields such as autonomous driving, smart home systems, and industrial control, there is an increasing demand for edge-intelligent hardware to locally process real-time environmental data generated by sensors and smart devices, thereby minimizing decision latency. Neuromorphic hardware ...

2025-08-21

[News] Samsung Reportedly Seizes on Intel Talent Exodus, Hiring Glass Substrate and Packaging Experts

DRAM

According to Chosun Biz, Intel’s financial strain, sweeping restructuring under CEO Lip-Bu Tan, and the cancellation of multiple projects have triggered an exodus of key talent — prompting Samsung Electronics and its affiliate Samsung Electro-Mechanics to reportedly recruit these departing Intel...

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