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Riding strong demand for 12-high HBM3E and broad NAND growth, SK hynix smashed records in Q2, announcing a stellar 22.23 trillion won ($16.15B) in sales and 9.21 trillion won ($6.7B) in operating profit—the best quarterly results ever, according to its press release and The Korea Times. The mem...
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With NVIDIA said to be aiming to procure up to 800,000 SOCAMM units this year, a new battleground is emerging among the top three memory giants. U.S.-based Micron appears to be leading the charge, having reportedly started SOCAMM module production for NVIDIA. Meanwhile, Samsung and SK hynix are acti...
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SOCAMM, dubbed “the next HBM" is beginning to gain traction in the market. According to ITHome, citing South Korean outlet ETNews, NVIDIA is expected to procure between 600,000 and 800,000 units of SOCAMM this year. Wccftech adds that demand is projected to accelerate further in 2026, driven by ...
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Amid the intensifying HBM race, Micron has secured a spot with its HBM3E 12H designed into NVIDIA’s GB300. Notably, according to its press release, the U.S. memory giant is also the only company shipping both HBM3E and SOCAMM memory for AI servers, reinforcing its leadership in low-power DDR for d...