Cristiano Amon, CEO of Qualcomm, reportedly arrived in South Korea on April 21 and is scheduled to meet with executives from Samsung Electronics and SK hynix in succession. According to Hankyung, a key focus of his visit may be potential collaboration with Samsung Foundry. He is expected to meet wit...

As NVIDIA accelerates adoption of SOCAMM2 (Small Outline Compression Attached Memory Module 2), competition among memory heavyweights is intensifying. Following Micron’s shipment of 256GB SOCAMM2 samples in early March, SK hynix announced on April 20 that it has kicked off mass production of 192GB...

As geopolitical risks in the Middle East escalate, South Korea is facing rising uncertainties across its energy and raw material supply chains. According to Korea JoongAng Daily, citing a report from the Korea International Trade Association (KITA), the country’s chip sector could face significant...

As memory giants enter the final stage of HBM4 ramp-up ahead of NVIDIA’s Rubin launch, they are taking diverging approaches. According to Chosun Biz, Samsung is pushing to lift 1c DRAM yields for HBM4 toward 80%, while ZDNet reports that SK hynix is set to cut HBM4 volumes this year by 20–30%. ...

As memory emerges as a critical bottleneck in hyperscalers’ in-house AI chip development and large-scale infrastructure buildouts, long-term supply agreements are rapidly becoming the new industry standard—on time horizons longer than previously anticipated. According to Aju News, Samsung and SK...