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Amid tightening memory supply, the industry is shifting focus to high-margin, cutting-edge products catering to hyperscalers. Legacy, consumer-oriented memory is gradually reaching end-of-life, with 2026 poised as a watershed year for key players. Here’s a look at how Samsung, SK hynix, and Micron...
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Memory giants are treading carefully on NAND capacity expansion and phasing out older products like MLC (Multi-Level Cell), while doubling down on advanced technologies. Notably, at the San Francisco 2025 IEDM conference in December, SK hynix unveiled its cutting-edge 5-bit NAND flash, claiming read...
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As previously reported by ZDNet, SK hynix is exploring plans for its first U.S. HBM packaging facility. Meanwhile, the memory giant is accelerating its domestic expansion, announcing today a KRW 19 trillion investment in a new advanced packaging fab, P&T7, at its Cheongju site. The facility is p...
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SK hynix is expected to continue using its MR-MUF process for HBM4 16-high products. According to DealSite, the company evaluated adopting fluxless bonding for HBM4 16-high but ultimately opted to retain its existing advanced MR-MUF process, concluding that the technology remains premature given per...
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At CES 2026, NVIDIA takes the lead with its next-generation Rubin, positioning itself as the initial, exclusive HBM4 client currently. While the AI chip giant is certainly reshaping the HBM4 landscape, TrendForce observes it has pushed per-pin speeds above 11 Gbps, forcing SK hynix, Samsung, and M...