Subject


HBM


2025-09-02

[News] Memory Giant, Fragile Link: Korea’s Reliance on Japan in HBM Supply Chain

According to ZDNet, South Korea may lead in memory products like DRAM and NAND flash, but it remains heavily dependent on Japan for critical materials. The report, citing sources, warns that unless localization advances more quickly, this reliance could become a structural risk for the country in th...

2025-09-01

[News] HBM Evolution Outpaces JEDEC Standards as Generation Cycles Reportedly Shrink to 2.5 Years

As the battle for next-gen HBM intensifies, memory giants are gearing up for a surge in demand from NVIDIA’s Rubin. According to ZDNet, NVIDIA plans to complete HBM4 final qualification tests in Q1 2026. However, EE Times notes that with the U.S. chipmaker racing ahead on GPU development, standard...

2025-08-13

[News] Huawei Unveils UCM Algorithm to Cut HBM Reliance, Reportedly Goes Open-Source in September

While local media spotlight Huawei's push to cut China's HBM dependency for AI inference, the tech giant made waves on August 12th with the launch of UCM (Unified Computing Memory)—an AI inference breakthrough that slashes latency and costs while turbocharing efficiency, according to mydrivers and...

2025-08-08

[News] Taiwan’s Nanya Tech and Etron Form NT$500M JV to Develop Custom HBM for Edge AI

According to TechNews, Taiwan’s leading DRAM maker Nanya Technology and IC design firm Etron Technology jointly announced the establishment of a new joint venture focused on AI memory design services. Nanya and Etron will invest NTD 500 million in the venture, with an 80:20 ownership split. The co...

2025-08-07

[News] Memory Giants SanDisk, SK hynix Unite for HBF Standard, with Samples Expected in 2H26

U.S. NAND leader Sandisk, fresh off launching a Technical Advisory Board to guide its groundbreaking High Bandwidth Flash (HBF) technology in July, has now signed a landmark MoU with South Korean memory giant SK hynix. The partnership aims to jointly define the HBF specifications—poised to revolut...

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