Subject


HBM4


2025-07-01

[News] Intel Reportedly Taps SK hynix’s Next-Gen HBM to Power Jaguar Shores in AI Chip Race

Fresh off its inaugural overseas Foundry Direct Connect event in Seoul last week, Intel—keen to sharpen its lead in AI chips—is reportedly teaming up with SK hynix to co-develop next-generation AI accelerators, South Korea’s Newsis reports. At the Intel AI Summit on July 1, SK hynix VP Jung...

2025-06-26

[News] Micron Scales Up HBM to Four Major GPU/ASIC Clients; Targets 24% Market Share by Year-End

Fueled by a nearly 50% surge in HBM sales in the third quarter of fiscal 2025, Micron posted record revenue and is now eyeing another milestone. According to ZDNet, the U.S. memory giant aims to increase its HBM market share to 23–24% by the end of 2025. Notably, Micron said in its press releas...

2025-06-20

[News] SK hynix Reportedly Leads Custom HBM4E Push with NVIDIA, Microsoft; Samsung Trails with HBM4

As Samsung pushes to accelerate 1c DRAM development and regain ground in the HBM4 race, current leader SK hynix is pulling ahead with custom HBM solutions for tech giants. According to the Korea Economic Daily, its first customized HBM—likely HBM4E—is set to debut in the second half of 2026. ...

2025-06-20

[News] Samsung’s 1c DRAM Yields Reportedly Reach up to 70%, Paving Way for HBM4 by Year-end

With hopes of turning the tide in the HBM4 era resting on its progress in 1c DRAM, Samsung has reportedly made a major leap in yield rates. According to Sedaily, the company recently achieved yields of 50–70% in tests for its sixth-generation 10nm-class DRAM (1c DRAM) wafers—a jump from the sub-...

2025-06-17

[News] SK hynix Reportedly Slows 1c DRAM Investment, Shifts Focus to 1b DRAM for HBM3E/HBM4

As AI chip giants like NVIDIA and AMD race ahead with next-gen HBM adoption, SK hynix is reportedly taking a more cautious stance on the investment in 1c DRAM (6th-gen 10nm-class), according to South Korean media outlet the bell. The move reflects the company’s strategy to double down on the more ...

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