Subject


HBM


2025-01-06

[News] South Korea’s Chip Exports to Taiwan and Vietnam Rise in 2024 as China’s Share Falls

According to a report from Central News Agency, citing Korea JoongAng Daily, South Korea's share of chip exports to China has declined, while exports to Taiwan and Vietnam have increased. This trend could be attributed to factors such as the intensifying U.S.-China chip war, rising semiconductor de...

2025-01-03

[News] Samsung Electronics Anticipates Mounting Challenges Amid Faltering Chip Business

According to a report from Liberty Times, citing Chosun Daily, Samsung Electronics is currently facing a series of challenges, including competition from China, potential U.S. tariff hikes, and a slow progress in South Korea's semiconductor policies. The report notes that Samsung must achieve sig...

2024-12-26

[News] Samsung Reportedly Poised for Major Overhaul of Advanced Packaging Supply Chain amid HBM Race

Has the elephant started dancing? In addition to the reshuffle of its semiconductor executive team in November, Samsung is reportedly set to significantly revamp its supply chain for advanced semiconductor packaging, as per a report from South Korean media outlet ETNews. Notably, the move is expe...

2024-12-25

[News] Is DRAM Winter Coming? Samsung, SK hynix Q4 Earnings Reportedly Lowered amid Weak Demand

The DRAM winter seems to be around the corner. Following Micron’s clouded outlook, which suggests a roughly 9% quarter-over-quarter revenue decrease, a recent survey conducted by Yonhap News also downgraded the Q4 guidance for South Korean memory giants Samsung and SK hynix. The survey, which g...

2024-12-20

[News] SK hynix Rumored to Deliver Major HBM Order to Broadcom in 2025

While making strides in the HBM capacity expansion at its Cheongju M15X fab, SK hynix may have locked in another major client in addition to NVIDIA. According to South Korean media outlet The Elec, the memory giant has reportedly landed a substantial order to provide HBM to Broadcom. Sources cite...

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