Subject


DRAM


2025-04-28

[News] Following JEDEC’s HBM4 Standard: What’s Next for SK hynix, Samsung, and Micron?

DRAM

As memory giants gear up for the next-gen HBM battle, JEDEC has officially released the JESD270-4 HBM4 standard in mid-April. With AI models and HPC workloads demanding faster, larger memory, HBM4 is arriving just right on time. As per JEDEC’s press release, one of the major improvements in HBM...

2025-04-24

[News] Samsung Reportedly Phasing Out HBM2E as Focus Shifts to HBM3E and HBM4

DRAM

With 1y and 1z nm 8Gb DDR4 production reportedly winding down, Samsung is said to be discontinuing its HBM2E products as well, as Commercial Times reveals they’ve reached the Last Buy Order (LBO) stage. Though Samsung declined to confirm the information, this could imply its shift to more high-...

2025-04-24

[News] SK hynix Q1 Profit Soars, Sees 12-layer HBM3E Sales Skyrocketing in Q2, But Flags Tariff Risks for 2H

DRAM

SK hynix saw its Q1 operating profit surging 158% year-over-year, fueled by booming AI chip sales and stockpiling ahead of potential U.S. tariffs, as per Reuters. Despite the upbeat results, the South Korean memory giant warns that elevated macro uncertainties like tariff policy could lead to demand...

2025-04-24

[News] Hanmi Semiconductor Reportedly Sees Strong TC Bonder Demand from Micron, Chinese Clients

DRAM

As the HBM race heats up, TC (thermal compression) bonders, which stack chips onto processed wafers by employing thermal compression to bond, are in hot demand. Memory giants are scrambling to lock in orders, and according to Money Today, Hanmi Semiconductor is seeing a surge in overseas interest, e...

2025-04-23

[News] Micron Reportedly Joins Samsung in Cutting DDR4 Output, Boosting Taiwanese Suppliers

DRAM

According to Commercial Times, after reports that Samsung will halt 1y and 1z nm 8GB DDR4 production starting in April, Micron has also informed customers it will discontinue legacy DDR4 modules for servers. This shift reflects a broader industry trend, as memory makers accelerate product transiti...

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