Subject


SK Hynix


2024-03-15

[News] Following February’s Advance Production of HBM3e, Micron Reportedly Secures Order from NVIDIA for H200

According to a report from the South Korean newspaper "Korea Joongang Daily," following Micron's initiation of mass production of the latest high-bandwidth memory HBM3e in February 2024, it has recently secured an order from NVIDIA for the H200 AI GPU. It is understood that NVIDIA's upcoming H200 pr...

2024-03-15

[News] Samsung NAND Flash Prices Reportedly Set to Increase by 20%

According to a report by the South Korean news outlet The Chosun Daily, Samsung Electronics' memory business has managed to endure the market downturn from last year. Recently, its strategy of reducing production has finally paid off, driving up chip prices. Reports suggest that in the first quar...

2024-03-15

[News] Three-way Contest for HBM Dominance, Uncertainties Surrounding China’s Supply Chain Involvement

With numerous cloud computing companies and large-scale AI model manufacturers investing heavily in AI computing infrastructure, the demand for AI processors is rapidly increasing. As per a report from IJIWEI, the demand for HBM (High Bandwidth Memory), a key component among them, has been on the ri...

2024-03-14

[News] Salvaging HBM Yield, Samsung Follows Competitors by Adopting SK Hynix’s Techniques

There are market rumors suggesting that Samsung Electronics plans to switch to the chip manufacturing technology used by SK Hynix in an effort to catch up with competitors in the increasingly heated competition of high-bandwidth memory (HBM). As per Reuters’ report on March 13th, demand for HBM...

2024-03-12

[News] Another Semiconductor Giant Makes a Move on HBM

Amidst the AI frenzy, HBM has become a focal point for major semiconductor manufacturers, and another storage giant is making new moves. According to Korean media "THE ELEC", Samsung Electronics plans to establish an HBM development office to enhance its competitiveness in the HBM market. The si...

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