Competition over next-generation HBM4 is intensifying, with SK hynix and Samsung Electronics positioning for future supply to NVIDIA’s upcoming AI platforms. According to Yonhap News, sources say NVIDIA is expected to allocate roughly two-thirds of its HBM4 demand for the Vera Rubin platform to SK...

Samsung Electronics and SK hynix may be lifting LPDDR prices for iPhones. According to ZDNet, industry sources said the two companies have negotiated significant price hikes for LPDDR supplied to Apple in the first quarter. Samsung Electronics is said to have pushed for a quarter-on-quarter increase...

Samsung appears to be making solid headway in HBM4, with recent progress reinforcing industry expectations that the company could regain its competitiveness in next-generation memory. According to Hankyung, industry sources say Samsung is poised to begin official HBM4 shipments next month to major A...

Ahead of Samsung and SK hynix’s January 29 earnings calls, a fresh wave of memory price hikes is sweeping the market, potentially giving a boost to their results. South Korean media The Elec and ETNews report that Samsung’s consumer DRAM and SSD prices have nearly doubled—or even tripled—ove...

As the HBM4 battle heats up this year, memory giants are ramping up HBM4E development, where custom HBM is expected to become one of the mainstreams. According to The Elec, Samsung’s custom HBM4E design is set to be completed by May–June 2026, with SK hynix and Micron on a similar timeline. T...