As memory giants enter the final stage of HBM4 ramp-up ahead of NVIDIA’s Rubin launch, they are taking diverging approaches. According to Chosun Biz, Samsung is pushing to lift 1c DRAM yields for HBM4 toward 80%, while ZDNet reports that SK hynix is set to cut HBM4 volumes this year by 20–30%. ...

Memory is not the only segment where Samsung Electronics is pushing price increases amid surging AI demand. According to Financial News, the chip giant has reportedly raised prices for HBM4 logic dies by around 40–50% since early 2026, signaling a broader normalization of pricing across its semico...

Please note that this article cites information from SK hynix, ZDNet, Yonhap News, Chosun Ilbo, and Reuters. SK hynix held its 78th annual general shareholders’ meeting at its headquarters in Icheon on the 25th, bringing its investment strategy into focus. According to ZDNet, President Kwak No...

Please note that this article cites information from Hankyung. Samsung is reportedly ramping HBM4 base die production at its foundry. According to Hankyung, sources say the company will allocate over half of its Pyeongtaek foundry capacity to in-house HBM4 base dies, rather than external clients. ...

SK hynix is set to showcase its latest AI memory technologies at GTC 2026. In a press release, the company said it will present solutions designed to reduce data bottlenecks and boost performance for both AI training and inference within NVIDIA’s AI infrastructure. The exhibit will feature memory ...