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2024-03-15

[News] Three-way Contest for HBM Dominance, Uncertainties Surrounding China’s Supply Chain Involvement

With numerous cloud computing companies and large-scale AI model manufacturers investing heavily in AI computing infrastructure, the demand for AI processors is rapidly increasing. As per a report from IJIWEI, the demand for HBM (High Bandwidth Memory), a key component among them, has been on the ri...

2024-03-14

[News] NAND Flash Market Landscape to Change?

With the effective reduction of production by suppliers, the price of memory is rebounding, and the semiconductor memory market finally shows signs of recovery. From the perspective of market dynamics and demand changes, NAND Flash, as one of the two major memory products, is experiencing a new roun...

2024-03-14

[News] Samsung Bullish on Glass Substrate Applications, Setting Up Production Line for Mass Production Starting in 2026

Samsung, as per a report from the global media outlet wccftech, has decided to enter the next generation of packaging technology by commencing R&D works for the adoption of "Glass Substrate" by 2026. The report further indicates that Samsung's preparation to enter the glass substrate indus...

2024-03-14

[News] South Korean Government Considering Cooperation with U.S. on Semiconductor Equipment Export Controls against China

As the pressure from the United States to strengthen export controls on semiconductor manufacturing equipment to China continues to grow, as per a report from Yonhap News Agency (YNA), the United States has reportedly urged allies such as Japan, the Netherlands, Germany, and South Korea to join forc...

2024-03-14

[News] Salvaging HBM Yield, Samsung Follows Competitors by Adopting SK Hynix’s Techniques

There are market rumors suggesting that Samsung Electronics plans to switch to the chip manufacturing technology used by SK Hynix in an effort to catch up with competitors in the increasingly heated competition of high-bandwidth memory (HBM). As per Reuters’ report on March 13th, demand for HBM...

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