Subject


HBM


2025-06-04

[News] South Korea’s May Exports Slide Amid U.S. Tariff Pressures—Chip Sales Defy Trend with Record Surge

According to ZDNet, South Korea’s Ministry of Trade, Industry and Energy (MOTIE) announced that semiconductor exports—the nation’s top export item—hit a record high in May, totaling USD 13.8 billion. This marks a 21.2% increase compared to the same month last year. The surge was largely fuel...

2025-05-13

[News] Hanmi Semiconductor Rumored to Halt TC Bonder Exports to China, Threatening Its HBM and AI Push

As China races to localize AI chips and memory, rumors are mounting that Washington may tighten controls on its HBM production. According to Chinese media outlet EE Times China, Hanmi Semiconductor has informed Chinese clients it will halt shipments of TC bonders, crucial tools for stacking HBM chip...

2025-05-09

[News] China’s YMTC Dominates Hybrid Bonding Patents, Pressuring South Korean Memory Giants Samsung and SK hynix

As memory giants accelerate development in HBM4 and high-layer NAND, hybrid bonding technology is drawing heightened attention. South Korean leaders Samsung Electronics and SK hynix remain behind in key patents, according to a report from ZDNet. The report highlights that Samsung and SK hynix have d...

2025-04-24

[News] Hanmi Semiconductor Reportedly Sees Strong TC Bonder Demand from Micron, Chinese Clients

As the HBM race heats up, TC (thermal compression) bonders, which stack chips onto processed wafers by employing thermal compression to bond, are in hot demand. Memory giants are scrambling to lock in orders, and according to Money Today, Hanmi Semiconductor is seeing a surge in overseas interest, e...

2025-04-23

[News] Micron Reportedly Joins Samsung in Cutting DDR4 Output, Boosting Taiwanese Suppliers

According to Commercial Times, after reports that Samsung will halt 1y and 1z nm 8GB DDR4 production starting in April, Micron has also informed customers it will discontinue legacy DDR4 modules for servers. This shift reflects a broader industry trend, as memory makers accelerate product transiti...

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