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NEWS TAGGED HBM
Monday 27 May 2024
Generative AI fuels Nvidia chip sales, shifts Taiwan's export dynamics
Generative AI has ignited a boom in Nvidia chip sales, with DRAM manufacturers offering HBM products also seeing a surge in orders.
Monday 27 May 2024
SK Hynix contract liabilities jump 73% in 1Q24, likely fueled by Nvidia's massive prepayments
SK Hynix's contract liabilities saw a remarkable sequential increase of over 73% or KRW1.16 trillion (US$855 million) in the first quarter of 2024, sparking speculations that Nvidia...
Thursday 23 May 2024
Samsung's HBM lag threatens memory chip dominance in AI Era
Despite Samsung Electronics recently appointing a new leader for its Device Solutions (DS) division that comprises memory and foundry units, the company's lag behind SK Hynix in leading...
Wednesday 22 May 2024
Samsung sees second senior leadership shuffle amidst HBM lag, organizational restructuring imminent
In less than six months, Samsung Electronics experienced yet another notable shift in its senior leadership, coinciding with its trailing position behind SK Hynix in the HBM market...
Tuesday 21 May 2024
SK Hynix teams up with TSMC to accelerate rollout of customized HBM4 solutions
SK Hynix and TSMC have advanced their next-generation High-Bandwidth Memory (HBM) mass production plans.
Tuesday 21 May 2024
Direct supply of GPU and HBM becoming mainstream: IC distributors expand AI businesses
As AI continues to sweep through the semiconductor supply chain, IC distributors are experiencing strong pull-through demand for data center product lines.
Monday 20 May 2024
SK Hynix plans to shorten HBM4E development process by 1 year
With Generative AI driving the demand for high-bandwidth memory, the R&D efforts of memory giants have also picked up pace.
Wednesday 15 May 2024
Google TPU development paces up with introduction of Trillium
Google announced the launch of the sixth generation TPU called Trillium, boasting 4.7 times the computing power of TPU v5e and a doubling of High Bandwidth Memory (HBM) performance,...
Tuesday 14 May 2024
Samsung and SK Hynix reportedly have sold out 2025 HBM capacities
Samsung Electronics and SK Hynix recently disclosed the orders and development of their High-Bandwidth Memory (HBM) products and have released optimistic comments for standard DRAM...
Tuesday 14 May 2024
SK Hynix promotes new NAND Flash solution, aiming to recreate HBM's success model
With the rise of AI, SK Hynix has successfully developed a new mobile NAND Flash solution called ZUFS (Zoned UFS) 4.0, targeting on-device AI applications.
Tuesday 14 May 2024
Memory price hikes to continue in 2024, says Micron CBO
Memory manufacturer Micron Technology expects memory prices will continue climbing throughout 2024 and that pricing will increase significantly in the coming quarters.
Monday 13 May 2024
HBM demand surge squeezes DDR5 PMIC penetration
Suppliers of Power Management ICs (PMICs) may encounter challenges in bolstering their sales momentum for DDR5 PMICs in the coming years, due mainly to the market penetration of DDR5...
Thursday 9 May 2024
Samsung reportedly begins 1d DRAM development ahead of schedule
Samsung Electronics recently decided to form a 100-person team to invest in the research and production of 10nm seventh-generation 1d DRAM. Facing rapid catch-up from competitors...
Thursday 9 May 2024
Samsung designates separate teams for HBM3E and HBM4 development, targeting HBM market supremacy
Samsung Electronics reportedly plans to dedicate separate development teams for next-generation High Bandwidth Memory (HBM) products, HBM3E and HBM4, to strengthen its competitiveness...
Thursday 9 May 2024
What's behind Samsung and SK Hynix's intense HBM competition?
Samsung Electronics and SK Hynix are locked in fierce competition in the High-Bandwidth Memory (HBM) market, with attention turning to Nvidia, the leader in Artificial Intelligence...