Subject


Semiconductors


2024-04-25

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

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

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...

2024-04-24

[News] China Reportedly Acquires Nvidia AI Chips Indirectly; Nvidia, Gigabyte Emphasize Compliance with U.S. Regulations

According to a Reuters, despite the U.S. expanding export controls on advanced artificial intelligence (AI) chips to China last year, Chinese universities and research institutions have recently acquired high-end AI chips from Nvidia through distributors. Reviewing hundreds of bidding documents, ...

2024-04-24

[News] Amid Foundry Overcapacity, Competition for HBM Intensifies Rapidly

As AI semiconductor competition intensifies, the wafer foundry industry faces new challenges due to stagnant demand and excess capacity. The battle for dominance in the high-bandwidth memory (HBM) market is also escalating. According to Business Korea, Samsung has extended the operation time of i...

2024-04-24

[News] 12-Inch Wafer Capacity Construction Going Full Steam

Recently, according to sources from an official platform of Shanghai Construction No.4 (Group), Huahong Group has topped out the main building of FAB9 of the Huahong Manufacturing (Wuxi) project. This is reportedly the second phase project with a total construction area of about 530,000㎡, which i...

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