Shortly after Micron dismissed HBM4 sidelined rumors, another memory giant, Samsung, announces that it starts HBM4 mass production, shipping the first commercial units and taking an early lead in the market. Using its advanced 6th-gen 10nm-class (1c) DRAM and 4nm logic die processes, the company hit...

Amid speculation that Micron could be left off NVIDIA’s HBM4 supplier roster, CFO Mark Murphy moved swiftly to shut down the narrative. Speaking at the Wolfe Research conference, Murphy rejected what he called “inaccurate reports,” stressing that the firm is already in high-volume production o...

According to TrendForce's latest memory spot price trend report, regarding DRAM, with the Lunar New Year approaching, DRAM spot trading has slowed, as most traders hold off on quotes and purchases. Since spot prices are well above contract levels, TrendForce expects short-term gains to be modest. Me...

Shortly after Intel announced the partnership with SoftBank’s subsidiary SAIMEMORY to develop Z-Angle Memory (ZAM), the product made its first public appearance when SAIMEMORY unveiled it at Intel Connection Japan 2026 on February 3, PC Watch reports. Notably, while the full impact of ZAM versu...

Amid lingering risks from the Trump administration’s tariffs, South Korea’s major conglomerates posted over 14% growth in North American sales through Q3 2025, ETNews reports. Among them, memory powerhouse SK hynix led the surge, with its U.S. revenue jumping more than 65% year-over-year, the re...