Subject


HBM


2026-03-23

[News] While DDR5 Margins Reportedly Surpass HBM: What’s Next for Memory Giants?

Please note that this article cites information from The Elec, Investing.com, News 1, Alphabiz, and EBN. After Micron stunned the market with soaring margins—projected to reach 81% in 3QFY26, up from a record 75% in the previous quarter—the industry is keen to understand the drivers behind. On...

2026-03-17

[News] NPE Patent Trolls Reportedly Turn Up Pressure on Samsung and SK hynix Amid HBM Boom

As Samsung and SK hynix battle for dominance in memory—particularly in the red-hot HBM market—an unexpected challenger could be emerging. South Korean outlet EBN reports that amid the unprecedented boom in HBM demand, the country’s chipmakers are increasingly becoming prime targets for non-pra...

2026-03-13

[News] Hybrid Bonding Leader BESI Reportedly Draws Takeover Interest; Lam, Applied Materials Rumored

BESI, an industry leader in hybrid bonding technology critical to HBM packaging, is reportedly attracting takeover interest. According to Reuters, sources say BE Semiconductor (BESI) has received takeover approaches as demand for its chip-packaging technology has become increasingly important for se...

2026-02-24

[News] NVIDIA, Apple Reportedly Court Korean HBM, NAND Talent with Six-Figure Pay Amid AI Memory Boom

As memory plays an ever more pivotal role in AI workloads, major technology firms are reportedly stepping up efforts to recruit South Korean memory experts. According to The Chosun Daily, U.S. companies are conducting targeted hiring campaigns aimed at engineers from Samsung Electronics and SK hynix...

2026-02-05

[News] HBM Expert Says Korea–China Memory Gap Exceeds 5 Years and May Even Widen Amid EUV Constraints

Is China closing the gap with South Korea’s memory giants? An industry veteran says the gap may be wider than assumed. According to The Korea Herald, Shim Dae-yong, a professor of next generation semiconductor at Dong-A University, said the technology gap between Chinese memory makers and their So...

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