Competition among memory suppliers in the HBM4 segment is heating up. According to ZDNet, Samsung Electronics edged ahead of SK hynix and Micron on the 12th by announcing its HBM4 mass-production shipments. Even so, the overall HBM4 supply dynamics this year are likely to hinge primarily on NVIDIA�...

SK hynix has unveiled a new semiconductor architecture concept centered on High Bandwidth Flash (HBF), a memory technology that stacks multiple NAND flash dies. According to Hankyung, the company recently outlined the concept—dubbed “H3”—in a paper presented at the Institute of Electrical an...

Amid lingering risks from the Trump administration’s tariffs, South Korea’s major conglomerates posted over 14% growth in North American sales through Q3 2025, ETNews reports. Among them, memory powerhouse SK hynix led the surge, with its U.S. revenue jumping more than 65% year-over-year, the re...

As memory price hikes persist, Samsung Electronics and SK hynix are projected to post record-high NAND margins. According to ZDNet, both companies are expected to maintain aggressive NAND price increases in the first half of the year, with industry estimates placing margins in the 40–50% range. ...

Memory tightness persists. According to Nikkei Asia, sources say the three major memory chipmakers—Micron, SK hynix, and Samsung Electronics—have stepped up scrutiny of customer orders to prevent intentional inventory hoarding. The report adds that the three companies have tightened requirements...