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With the U.S.'s VEU (Validated End User) designation for Samsung and SK hynix in China expiring December 31, 2025, the potential impact on the memory giants' operations is drawing close scrutiny. According to Hankyung, the companies have avoided the worst-case scenario, as the U.S. will now permit e...
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As SK hynix continues to advance next-generation memory, the company is also reportedly moving to build capabilities in cutting-edge packaging technologies. According to ZDNet, sources say SK hynix is preparing to set up its first 2.5D packaging mass-production line at a new U.S. packaging facility ...
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AI is reshaping the data center SSD market, with SLC-based AI SSDs gaining traction as a next-generation storage solution. According to ZDNet, data center SSDs have traditionally prioritized higher storage capacity, but major memory companies are now shifting toward SLC (single-level cell)–based d...
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AI-driven demand is reshaping the memory market, with HBM3E pricing expected to trend higher amid tightening supply. According to Chosun Biz, following reports that NVIDIA has been approved to sell its H200 AI chips to China, sources say Samsung Electronics and SK hynix have raised HBM3E supply pric...
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Soaring AI demand is pushing memory prices sharply higher, reshaping profit dynamics across the semiconductor industry. According to Hankyung, Samsung Electronics’ memory division and SK hynix are expected to surpass TSMC in gross margin in the fourth quarter of 2025. This would mark the first tim...