Subject


HBM


2023-11-08

[News] Seizing the AI Trend! Revealing Samsung and Micron’s HBM Expansion Timetable

In a subdued environment for consumer electronic applications in the storage market, High Bandwidth Memory (HBM) technology is emerging as a new driving force, gaining significant attention from major players. Recent reports reveal that both Samsung and Micron are gearing up for substantial HBM prod...

2023-11-03

TrendForce Foresees China’s Mature Wafer Processes to Expand to 33% by 2027, Japan Secures Advanced Processes

The research institution TrendForce held its AnnualForecast 2024 Seminar on November 3, where they delved into discussions about global wafer foundry trends, the applications of AI, the dynamics of AI servers, and the demand for High Bandwidth Memory (HBM). Joanne Chiao, analyst from TrendForce, ...

2023-10-26

[News] Thanks to AI demand, SK hynix’s Q3 DRAM business turned profitable

SK hynix today reported the financial results for the third quarter ended September 30, 2023. The company recorded revenues of 9.066 trillion won, operating losses of 1.792 trillion won and net losses of 2.185 trillion won in the three-month period. The operating and net margins were a negative 20% ...

2023-10-17

2024 Tech Trends Projection Revealed, TrendForce: AI Continues as the Main Focus

With the approach to the end of 2023, TrendForce revealed the tech trends in every sector, apparently, AI continues as the main focus to decide the direction of how the tech supply chain will be in the next few years, here are the seeings: CSPs increase AI investment, driving a 38% growth in AI s...

2023-10-12

Continuous Rise in HBM Demand, Memory Giants Expecting HBM4 Delivery in 2025

Amidst the AI boom, HBM technology steps into the spotlight as market demand continues to surge. Global market research firm TrendForce anticipates a 58% year-on-year increase in HBM demand in 2023, with a potential additional growth of approximately 30% in 2024. Compared to traditional DRAM, HBM...

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