Subject


HBM4


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 ...

2025-06-11

[News] Micron Ships HBM4 Samples with 1ß Process to Multiple Customers, Reportedly Including NVIDIA

U.S. memory giant Micron announced on June 10 that it had shipped 36GB 12-high HBM4 samples to key customers—reportedly including NVIDIA and other major tech players, as noted by South Korean media outlet Business Post. The report suggests that Micron is now the second of the big three memory m...

2025-05-22

[News] Samsung Reportedly Plans 1c DRAM Expansion for HBM4 in Hwaseong and Pyeongtaek by Year-end

As HBM4 has become the next battle ground for memory giants, Samsung seems to be aiming to close its gap with SK hynix through aggressive investment. According to ZDNet, Samsung plans to expand 1c DRAM (6th-gen 10nm-class) production in both Hwaseong and Pyeongtaek, with investments starting by year...

2025-05-19

[News] Micron’s 12hi HBM3e Could Top 8hi Shipments by August, Backed by Strong CSP Buzz

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’...

2025-05-05

[News] Samsung Reportedly in Talks with NVIDIA, Broadcom to Ship Custom HBM4 in 1H26

Amid rumors of Google moving away from its HBM3E and NVIDIA’s looming test in June, Samsung looks set to turn the tide with its next-gen HBM. According to Korean Economic Daily and ZDNet, the company is in talks to supply customized HBM4 chips to major AI players, with shipments potentially starti...

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