Subject


DRAM


2024-05-03

[News] NVIDIA Reportedly Fueling Samsung and SK Hynix Competition, Impacting HBM Pricing?

DRAM

According to South Korean media outlet BusinessKorea's report on May 2nd, NVIDIA is reported to be fueling competition between Samsung Electronics and SK Hynix, possibly in an attempt to lower the prices of High Bandwidth Memory (HBM). The report on May 2nd has cited sources, indicating that th...

2024-04-26

[News] Samsung Reportedly Signs USD 3 Billion HBM3e Deal with AMD

DRAM

According to a report from Korean media outlet viva100, Samsung has signed a new USD 3 billion agreement with processor giant AMD to supply HBM3e 12-layer DRAM for use in the Instinct MI350 series AI chips. Reportedly, Samsung has also agreed to purchase AMD GPUs in exchange for HBM products, althou...

2024-04-25

[News] HBM Boosts SK Hynix’s Q1 Revenue to Record High, 734% Jump in Operating Profit QoQ

DRAM

SK hynix announced today that it recorded 12.43 trillion won in revenues, 2.886 trillion won in operating profit (with an operating margin of 23%), and 1.917 trillion won in net profit (with a net margin of 15%) in the first quarter. With revenues marking an all-time high for a first quarter and ...

2024-04-25

[News] Aiming at AI Opportunities SK Hynix to Build New Plant for HBM Capacity Expansion

DRAM

SK Hynix announced on April 24th that it plans to expand production capacity of the next-generation DRAM including HBM, a core component of the AI infrastructure, in response to the rapidly increasing demand for AI semiconductors. As the board of directors approves the plan, SK Hynix will build t...

2024-04-24

[Insights] Spot Market Update: Shrinking Transaction Volume of DRAM; Negotiation Space Emerges in NAND Flash

DRAM

According to the latest memory spot price trends released by TrendForce, overall DRAM spot market demand has not further heated up, and transaction volume has further shrunk. NAND Flash, affected by pessimistic demand, is experiencing a lack of enthusiasm in market price inquiry transactions. For mo...

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