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South Korean leaders Samsung and SK hynix dominate the HBM space, but there is one area where their position appears less secure. According to The Elec, a new analysis from the Korea Institute of Intellectual Property Promotion (KIPRO) finds that most key patents for HBM-related advanced packaging ...
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Beyond its September reveal of a multi-year Ascend AI chip roadmap through 2028—complete with proprietary HBM development—Huawei is making equally aggressive moves in enterprise storage. At its Huawei Connect Europe event in Madrid, the tech giant rolled out a sweeping refresh of its storage por...
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Competition among global memory giants has been intensifying, and Micron has reportedly stepped up its recruitment efforts, actively targeting skilled engineers for its expanding global operations. According to Hankyung, sources indicate that Micron is using LinkedIn to recruit engineers with experi...
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With top memory makers reportedly raising prices amid tight supply, The Chosun Daily, citing TrendForce, highlights that by the end of Q3 2025, global DRAM inventories averaged just 3.3 weeks—matching the lows of 2018 and signaling a supercycle in the memory market could be on the way. The repo...
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With HBM turning into a scarce resource in the AI boom and imports effectively off-limits, China is racing to develop its own supply, with major tech firms joining the push. Reuters reports that Yangtze Memory Technologies Co. (YMTC), the country’s leading NAND maker, is gearing up to enter the DR...