News
According to a report from South Korean outlet Business Post, Samsung Electronics appears close to securing Qualcomm as the first major customer for its next-generation 2nm foundry process. This development could mark a significant step toward reviving Samsung’s struggling contract chip manufactur...
News
Fueled by a nearly 50% surge in HBM sales in the third quarter of fiscal 2025, Micron posted record revenue and is now eyeing another milestone. According to ZDNet, the U.S. memory giant aims to increase its HBM market share to 23–24% by the end of 2025. Notably, Micron said in its press releas...
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With key rivals TSMC and Intel aiming for 2nm and 18A mass production in the second half of 2025, Samsung is reportedly adjusting its business strategy as well. According to ZDNet, it is now focusing on yield improvements and optimization for its current advanced nodes, particularly 2nm and 4nm. ...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, prices of DDR4 modules have climbed above those of DDR5 modules. Looking ahead, a key short-term focus is whether new U.S. tariffs will be imposed—potentially sparking another wave of panic buying. As for NAND flash, ...
News
Market speculation is mounting that Samsung is aggressively shifting resources toward 2nm development, with plans to debut the next-generation process as early as next year at its Texas fab—potentially aiming to leapfrog TSMC. However, citing sources within the semiconductor industry, Commercial T...