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With NVIDIA unveiling its next-gen GB300 AI chip at GTC 2025, SK hynix stands to benefit as the exclusive supplier of 12H HBM3E for the Blackwell Ultra, according to South Korean media outlet Business Post. In addition, SK hynix could further strengthen its HBM lead, as the report suggests its HB...
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While Samsung continues to struggle with its foundry business, it finally has some good news in the memory sector. According to South Korean media outlet Alpha Economy, Samsung is likely to secure qualification from NVIDIA between late May and early June. A source told Alpha Economy that Samsung'...
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As Samsung advances HBM3E validation with key clients like NVIDIA, it is also targeting the next-gen mobile DRAM market. According to The Bell, the company is developing Low Power Wide I/O (LPW) DRAM with multiple partners, including Apple, to meet the growing demand for on-device AI. The Bell in...
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According to a report from Commercial Times, citing Yonhap News, China’s “Old-for-New” Policy, which promotes consumer trade-ins for new products, helped drive significant growth for South Korean semiconductor companies, Samsung Electronics and SK Hynix, in the Chinese market in 2024. Meanw...
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According to a report from the Korean media outlet The Financial News, citing industry sources, NVIDIA made another visit to Samsung Electronics' Cheonan packaging plant earlier this week, roughly a month after its previous inspection. The report suggests that this visit indicates the final quality ...