Subject


HBM


2025-02-28

[News] Korean HBM Giants Cutting Chinese EDA Risks Higher Costs, Supply Chain Disruptions

As indicated by Korean Economic Daily, South Korean memory giant SK hynix, amid potential U.S. restrictions, is conducting an urgent review of Chinese EDA software, a move Samsung may likely follow suit. However, industry experts cited by ijiwei warn that as U.S. EDA costs twice as much as Chines...

2025-02-20

[News] NVIDIA Reportedly Updates Policy, Requires Full Testing of HBM Stacks Before Shipping to Foundries

U.S. chip giant NVIDIA has reportedly updated its policy with memory suppliers, now requiring HBM stacks to be fully tested before being shipped to foundries for packaging, according to South Korean media outlet TheElec. The report indicates that HBM stacks from memory makers were previously sent...

2025-02-19

[News] Memory Giants in Talent War as Samsung Hires in Taiwan, Micron & CXMT Poach South Korean Engineers

According to a report from ijiwei, citing Business Korea, Samsung Electronics is actively recruiting engineers with over two years of experience in the memory chip sector in Taiwan. This hiring initiative is part of an expanded effort to enhance its expertise in the memory sector, with a particular ...

2025-02-17

[News] SK hynix at Full Throttle for HBM Expansion with Engineers Reportedly Set for M15X Fab in March

With HBM demand soaring, SK hynix is reportedly ramping up capacity expansion, as it accelerates progress at its M15X fab in Cheongju. According to NewDaily, the company will begin deploying engineers to prepare for operations at the site as soon as next month. SK hynix plans to finish building i...

2025-02-07

[News] Where is the “Spring” of the Memory Market?

As 2025 begins, among the three major end-application markets for memory, the recovery momentum for mobile phones and laptops remains weak. Meanwhile, servers, driven by the strong demand for AI continue to grow steadily, which is expected to further drive semiconductor development. AI presents n...

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