Friday 12 April 2024
SK Hynix said to mass produce 10nm 1c DRAM in 3Q24, ahead of Samsung
SK Hynix reportedly is slated to start mass production of the sixth-generation 10nm 1c DRAM in the third quarter of 2024, ahead of Samsung's schedule, drawing significant attention...
Friday 29 March 2024
CXL and HBM become key sections of Samsung's memory solution roadmap
Samsung Electronics recently disclosed its next-generation memory solution technology roadmap on Memory Con 2024.
Thursday 21 March 2024
Memory chip vendors gear up for GenAI boom
Memory industry upgrades are being propelled by the soaring demand for generative AI, and chip vendors are preparing for this, according to market observers in China.
Friday 15 March 2024
Wah Lee returns to growth trajectory as advanced packaging gains traction
Semiconductor material equipment supplier Wah Lee Industrial Group reported a revenue of NT$66.78 billion in 2023, a year-on-year decrease of 9.2%, with a combined after-tax net profit...
Friday 15 March 2024
PMIC firms see DDR5 upgrades boost demand
Power Management IC (PMIC) suppliers believe that growing DDR5 upgrade demand will drive up PMIC demand.
Friday 8 March 2024
DDR5 adoption to accelerate in 2H24 thanks to GenAI
Penetration of DDR5 in the memory market is poised to accelerate and reach double digits in the second half of 2024, thanks to demand from Generative AI (GenAI), according to market...
Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.
Tuesday 20 February 2024
Taiwanese PMIC makers quietly proceeding with deployments in DDR5 applications
Business prospects for DDR5-related power management ICs (PMICs) have long been anticipated, yet significant momentum has yet to materialize. Despite this, optimism pervades the memory...
Tuesday 6 February 2024
PMIC supplier GMT faces market uncertainty
Taiwanese power management IC (PMIC) supplier Global Mixed-Mode Technology (GMT) has expressed uncertainty regarding near-term market visibility.
Wednesday 31 January 2024
Samsung DRAM biz posts profit in 4Q23
Samsung Electronics has reported operating profits of KRW2.82 trillion (US$2.12 billion) on consolidated revenue of KRW67.78 trillion for the quarter ending on December 31, 2023....
Monday 29 January 2024
DDR5 enters sweet pricing point as price gap narrows with DDR4
Amid a recovery in the memory industry driven by robust demand for AI applications, upstream manufacturers are actively promoting DDR5 and high-bandwidth memory (HBM) to enhance profitability...
Thursday 11 January 2024
Nanya gears up for new DDR5 chip production
Nanya Technology, a Taiwanese DRAM manufacturer, anticipates beginning risk production of its new 16Gb DDR5 memory intended for AI device applications by the middle of 2024.
Friday 5 January 2024
Memory suppliers eye AI PC boom
Memory suppliers and other supply chain companies are looking to capitalize on the AI PC trend in 2024, according to industry sources.
Wednesday 20 December 2023
Consumer DRAM inventory destocking about to end
Inventory correction for consumer DRAM is approaching its end, with overall demand expected to improve in 2024, according to industry sources.
Friday 8 December 2023
Panram lands orders for DDR5 modules
Panram International has received contract manufacturing orders for high-end DDR5 modules from first-tier OEMs, according to the memory module maker. The orders will boost DDR5 product...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research