While Samsung races full steam ahead with its 12hi HBM3e validation and HBM4 development, Micron stays under the radar. But according to New Daily, the U.S. memory giant is quietly gaining ground—its 12hi HBM3e yields are rapidly improving, earning rave reviews from major CSPs. Citing Micron’...

With new chip tariffs possibly around the corner, Washington may be gearing up for another strike on China’s semiconductor sector. According to Reuters, citing Financial Times, the U.S. Commerce Department is weighing whether to slap more Chinese tech firms—including DRAM giant CXMT—onto its e...

As China races to localize AI chips and memory, rumors are mounting that Washington may tighten controls on its HBM production. According to Chinese media outlet EE Times China, Hanmi Semiconductor has informed Chinese clients it will halt shipments of TC bonders, crucial tools for stacking HBM chip...

Following the latest export curbs on NVIDIA’s H20, the U.S. chip giant is said to be developing a downgraded version of the chip to be sold in China. As the revamped chip is expected to have significant cuts, particularly in memory capacity, a New Daily report hints that NVIDIA might replace HBM...

A surge in DRAM demand—fueled by stockpiling ahead of Trump’s tariffs—seems to be real. According to South Korea’s Etnews, Samsung has raised DRAM prices for the first time in over a year, with DDR4 seeing the sharpest jump. The report suggests that Samsung, finalized new pricing terms wi...