News
Earlier reports had expected Samsung to debut HBM4 domestically at its Samsung Tech Fair from October 27–31. However, according to The Elec, the chip could appear in Korea sooner—at SEDEX 2025, opening on the 22nd in Seoul, alongside SK hynix’s HBM4 showcase. Representatives from both compa...
News
As competition in the semiconductor industry intensifies, cases of technology leaks are on the rise, involving everything from the most advanced chip nodes to cutting-edge memory. Recent incidents have highlighted major firms, including Samsung, SK hynix, and TSMC, facing allegations of trade secret...
News
The DRAM price surge shows no sign of cooling off. According to the Commercial Times, Korean and U.S. chipmakers have suspended new enterprise quotes for a week, hinting at an even steeper climb ahead as supply remains constrained. Citing supply chain sources, the report notes that DDR4 contract pri...
News
Fresh off the massive boost from OpenAI’s Stargate project—with demand soaring to 900,000 DRAM wafers a month—South Korea’s memory titans are moving into expansion mode. The Bell reports that SK hynix plans to lift its DRAM wafer input to about 600,000 units per month in the second half of 2...
News
According to Tom’s Hardware, citing Reuters, Samsung and SK hynix have reached preliminary agreements to supply memory for OpenAI’s massive Stargate data center project. OpenAI’s projected demand could climb to 900,000 DRAM wafers per month—a staggering figure that may represent as much as 4...