According to a report from Korea media outlet Yonhap News Agency, South Korea's memory export to Taiwan has surged by 225% in the first half of the year. The primary driver of this increase is reportedly due to South Korean chipmaker SK hynix's supply of HBM to U.S. AI chip giant NVIDIA, which pa...

According to a report from Reuters citing industry sources, Samsung Electronics' fifth-generation high-bandwidth memory (HBM3e) have passed tests by NVIDIA and could be used in NVIDIA's AI processors. The report further indicates that while no supply contract has been signed yet, one is expected ...

According to a report from Tom’s Hardware citing industry sources, it’s indicated that Chinese memory giant ChangXin Memory Technologies (CXMT) has started mass production of HBM2. If confirmed, this is approximately two years ahead of the expected timeline, although the yield rate for HBM2 is s...

Japanese NAND flash giant Kioxia announced today (August 1st) that the building construction of Fab2 (K2) of its Kitakami Plant in Iwate Prefecture was completed in July. As demand is recovering, the company will gradually make capital investments while closely monitoring flash memory market trends....

According to a report from Bloomberg, the US is reportedly considering new measures and could unilaterally impose restrictions on China as early as late August. These measures would limit China's access to AI memory and related equipment capable of producing them. Moreover, another report from Re...