Subject


HBM


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...

2025-04-23

[News] The TC Bonder Drama: Could Hanmi’s Supply Shift the HBM Race Between Micron, SK hynix, and Samsung?

As the HBM race heats up among memory giants, TC (thermal compression) bonders are taking center stage. Notably, recent developments involving key player Hanmi Semiconductor, Micron, and SK hynix have sparked attention—and could potentially reshape the memory landscape, according to reports from T...

2025-04-18

[News] Micron Creates Dedicated HBM Business Unit, Reportedly Eyes Custom Memory for Big CSPs

As HBM has emerged as a key battle ground for memory giants amid the surging demand for AI, Micron has created a dedicated business unit for HBM. The company says in its press release that the new structure will be in place by early fiscal Q4, starting May 30, 2025, and financial reporting will foll...

2025-03-26

[News] Micron Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand

As memory giants brace for price hikes, Micron, following SanDisk's lead, has informed its customers about the upcoming increases, as indicated by industry sources.     Micron’s HBM Sold Out for 2025, Demand Soars into 2026 As noted in Micron’s message to clients on Mar...

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