Subject


HBM


2024-10-24

[News] SK hynix Q3 Profits Hit Record, AI-Driven HBM to Reach 40% of DRAM Revenue in Q4

SK hynix Inc announced today that it recorded 17.5731 trillion won in revenues, 7.03 trillion won in operating profit (with an operating margin of 40%), and 5.7534 trillion won in net profit (with a net margin of 33%) in the third quarter this year. According to the third-quarter financial report...

2024-10-18

[News] SK Hynix Scales Back CIS Operations, Shifts Focus to HBM

According to a report by ZDNET Korea, SK Hynix has scaled back its less profitable CMOS image sensor (CIS) and foundry businesses while reinforcing a strategy that focuses on high-margin high-bandwidth memory (HBM) and AI memory. Citing industry sources, ZDNET Korea noted that SK Hynix has reduce...

2024-10-15

[News] Samsung Rumored to Cut HBM Production Target by 10% by End of 2025 amid HBM3e Delays

Though has yet to disclose the actual progress on its 12-Hi HBM3e verification with AI chip giant NVIDIA, Samsung is rumored to lower its target for the maximum production capacity (CAPA) of HBM by the end of 2025, which echoes the speculation on delays of HBM3e mass production for key customers, ac...

2024-10-07

[News] SK Hynix Set to Surpass Samsung in Q3 Profits Amid Booming HBM Sales

South Korea’s two major memory chip manufacturers, Samsung Electronics and SK Hynix, are set to release their Q3 earnings reports (July to September) at the end of the month, with Samsung Electronics also announcing its financial forecast on October 8. According to The Korea Times, the market ...

2024-09-26

[News] Micron’s Upbeat Guidance Rebuts the “DRAM Winter” Rumor, with 12-hi HBM3E to Ramp in early 2025

Is the winter really coming for the memory sector? Despite an earlier report by Morgan Stanley warning of an AI bubble, U.S. memory giant Micron reveals a financial guidance that beats market expectations, projecting its fiscal first-quarter revenue to reach USD 8.7 billion, higher than an average a...

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