Subject


HBM4


2024-11-20

[News] Tesla Rumored to Seek HBM4 Samples from Samsung and SK hynix for Dojo Supercomputer

The flames of war continues to spread, as the HBM battle seems to extend to the next-gen products. According to the Korean Economic Daily, Samsung and SK hynix are reportedly developing HBM4 samples for Tesla, as the EV giant joins other U.S. tech giants in the race to develop its own AI chips. T...

2024-11-12

[News] Samsung Reportedly Starts Developing Custom HBM4 for Big CSPs, Eyeing Mass Production by 2025

As Samsung has implied earlier that it plans to collaborate with TSMC on HBM4, the memory giant seems to take a key step forward. A report by South Korean media outlet Maeli Business Newspaper discloses that the memory giant has already begun developing "Custom HBM4," a next-gen high-bandwidth memor...

2024-11-04

[News] NVIDIA CEO Jensen Huang Reportedly Asked SK hynix to Expedite HBM4 Supply by 6 Months

While introducing the industry’s first 48GB 16-high HBM3E at SK AI Summit in Seoul today, South Korean memory giant SK hynix has reportedly seen strong demand for its next-gen HBM. According to reports by Reuters and South Korean media outlet ZDNet, NVIDIA CEO Jensen Huang requested SK hynix to ac...

2024-11-01

[News] Samsung Advances Key HBM Supply, Hints at TSMC Partnership

Samsung Electronics released its third-quarter earnings on October 31, reporting a sharper-than-expected profit despite a substantial decline in profits from its flagship semiconductor business. Notably, Samsung’s senior management emphasized its continued focus on high-end chip production and dis...

2024-10-24

[News] SK hynix and Samsung Reportedly Step up Focus on HBM4 and CXL amid Rising Chinese Competition

Ahead of SK hynix’s Q3 earnings announcement on October 24th, the market expects it may see a surge in quarterly operating profit driven by HBM, potentially leading the company to outperform Samsung’s semiconductor division. Therefore, there is growing interest in SK hynix’s next move. In o...

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