Subject


HBM


2024-01-16

[News] Increasing HBM Capacity to Sustain Market Share, SK Hynix Rumored to Upgrade Wuxi Plant

In response to the recovery in the memory market and the increasing demand for High Bandwidth Memory (HBM) driven by AI chips, South Korean memory giant SK Hynix is reportedly planning to upgrade part of its DRAM production equipment at its Wuxi plant to the fourth-generation of 10-nanometer process...

2024-01-12

[News] Memory Giants Plan DDR5, HBM Expansion; No Immediate Impact on Taiwanese DDR4 Pricing

The recovery of the memory industry is evident, with Taiwanese companies such as Macronix, Nanya Technology, and Transcend all showing month-on-month revenue growth in December last year. Additionally, contract prices for DRAM and NAND Flash are expected to continue rising in the first quarter of 20...

2024-01-11

[News] Nanya Technology Optimistic About DRAM Market, Expects Possible Supply Shortage and Turnaround in H2

Pei-Ing Lee, the General Manager of Nanya Technology, a major DRAM manufacturer, mentioned on January 10th that this year has seen an upward trend in DRAM prices According to Economic Daily News citnig from Nanya Technology's earnings call for 23Q4,  this trend is attributed to the resurgence of...

2023-12-14

[News] Micron to Launch 1γ DRAM in 2025 and Manufacture HBM in Japan

Micron, the American memory giant, is gearing up to initiate the production of state-of-the-art "1γ" DRAM at its Hiroshima fab in Japan, starting in 2025. Concurrently, there are plans to manufacture High-Bandwidth Memory (HBM) at the same fab, tailored for the rising demand for generative AI appli...

2023-12-12

[News] Three Factors Hints Advanced Packaging Capacity Shortage May End Early

The shortage of advanced packaging production capacity is anticipated to end earlier than expected. Industry suggests that Samsung’s inclusion in providing HBM3 production capacity has led to an increased supply of memory essential for advanced packaging. Coupled with TSMC's strategy of enhancing ...

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