Subject


DRAM


2025-04-29

[News] Decoding Huawei’s DeepSeek All-in-One Machine: 60-70% of NVIDIA H100 Performance at an Appealing Price

DRAM

Amid rumors that Huawei is set to launch next-gen AI chips like the Ascend 910D and 920, the tech giant has reportedly teamed up with DeepSeek to integrate its Ascend series with DeepSeek’s budget-friendly AI models. According to TechNews, citing Chinese media outlet 53AI, an "all-in-one machine" ...

2025-04-28

[News] The TC Bonder Dispute: Is Hybrid Bonding for 16Hi HBM the Spark Behind the Hanmi-SK hynix Rift?

DRAM

Amid growing tensions with its longtime TC bonder supplier Hanmi Semiconductor, SK hynix is reportedly taking things a step further. According to Financial News, the HBM leader has started reviewing a full diversification of all Hanmi-supplied equipment—not just TC bonders. While rumors suggest...

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...

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