Subject


Micron


2024-03-15

[News] Three-way Contest for HBM Dominance, Uncertainties Surrounding China’s Supply Chain Involvement

With numerous cloud computing companies and large-scale AI model manufacturers investing heavily in AI computing infrastructure, the demand for AI processors is rapidly increasing. As per a report from IJIWEI, the demand for HBM (High Bandwidth Memory), a key component among them, has been on the ri...

2024-03-14

[News] NAND Flash Market Landscape to Change?

With the effective reduction of production by suppliers, the price of memory is rebounding, and the semiconductor memory market finally shows signs of recovery. From the perspective of market dynamics and demand changes, NAND Flash, as one of the two major memory products, is experiencing a new roun...

2024-03-14

[News] Salvaging HBM Yield, Samsung Follows Competitors by Adopting SK Hynix’s Techniques

There are market rumors suggesting that Samsung Electronics plans to switch to the chip manufacturing technology used by SK Hynix in an effort to catch up with competitors in the increasingly heated competition of high-bandwidth memory (HBM). As per Reuters’ report on March 13th, demand for HBM...

2024-03-12

[News] Another Semiconductor Giant Makes a Move on HBM

Amidst the AI frenzy, HBM has become a focal point for major semiconductor manufacturers, and another storage giant is making new moves. According to Korean media "THE ELEC", Samsung Electronics plans to establish an HBM development office to enhance its competitiveness in the HBM market. The si...

2024-03-11

[News] Taiwan’s Electricity Prices to Increase in April; Semiconductor Industry Among Top Consumers Facing Largest Hikes

Taiwan's residential and industrial electricity prices have long ranked among the lowest globally, but, as per CNA’s report, to stabilize Taiwan Power Company's finances, electricity price hikes in April are nearly finalized. Among these adjustments, industrial electricity rates will vary based o...

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