Market rumors suggest NVIDIA has kicked off development of its own HBM base die, sending ripples through the supply chain as it could reshape the next-generation HBM landscape. According to the Commercial Times, the chip is expected to be built on the 3nm node, with small-batch trial production sche...

As tech giants ramp up AI investments, U.S. memory firm Micron has been among one of the major beneficiaries. The company has raised its Q4 Fiscal 2025 revenue forecast to $11.2 billion, up from $10.7 billion, according to Reuters. In addition to the robust demand for HBM, Micron attributed the r...

According to SEDaily, citing industry sources, Samsung’s investment in the Taylor plant could exceed USD 50 billion. The report says the company is reportedly considering reinstating a KRW 10 trillion (approximately USD 7.7 billion) packaging facility project that was excluded from its U.S. invest...

U.S. NAND leader Sandisk, fresh off launching a Technical Advisory Board to guide its groundbreaking High Bandwidth Flash (HBF) technology in July, has now signed a landmark MoU with South Korean memory giant SK hynix. The partnership aims to jointly define the HBF specifications—poised to revolut...

As HBM competition heats up, the world’s top three memory giants—SK hynix, Samsung, and Micron—will share the stage in Taiwan for the first time this September at the Memory Executive Summit during SEMICON Taiwan 2025, according to Commercial Times and Knews. As per SEMICON Taiwan, the su...