As Micron—the key rival in the race to win NVIDIA’s HBM orders—announced it has shipped its first 12-layer HBM4 samples, Samsung reportedly stumbled in its third attempt to pass NVIDIA’s HBM3E 12-layer validation in June. According to Business Post citing securities analysts, the company now...

Samsung has been working hard to pass NVIDIA’s qualification test for its 12-layer HBM3E. However, even if successful, the company is unlikely to see significant short-term revenue, according to a report from Deal Site. While Samsung may complete the qualification later this year, the report notes...

While Samsung races full steam ahead with its 12hi HBM3e validation and HBM4 development, Micron stays under the radar. But according to New Daily, the U.S. memory giant is quietly gaining ground—its 12hi HBM3e yields are rapidly improving, earning rave reviews from major CSPs. Citing Micron’...

Samsung Electronics reported a slight rise in first-quarter operating profit on Wednesday, as tariff-driven demand for smartphones and commodity chips helped offset weakness in its AI chip business, according to Reuters. However, it seems to remain cautious on potential tariff impacts, as it report...

With 1y and 1z nm 8Gb DDR4 production reportedly winding down, Samsung is said to be discontinuing its HBM2E products as well, as Commercial Times reveals they’ve reached the Last Buy Order (LBO) stage. Though Samsung declined to confirm the information, this could imply its shift to more high-...