Micron reported a 36.6% year-over-year revenue jump to US$9.3 billion in the third quarter of fiscal 2025, fueled by strong DRAM demand and AI momentum. While some analysts view the...
Micron is doubling down on HBM as a core growth driver, reporting strong momentum in its HBM3E ramp and laying out a clear roadmap for its next-generation HBM4 products.
SK Hynix said it plans to construct a new semiconductor backend facility in Cheongju, North Chungcheong Province, marking its seventh such plant in South Korea, as the company moves...
Samsung Electronics will begin expanding investment in sixth-generation 10nm-class DRAM (1c DRAM) production starting in the second half of 2025. Industry observers interpret this...
Samsung Electronics wrapped up its global strategy meeting with the Device Solutions division, outlining plans to regain ground in high-bandwidth memory and foundry operations. The...
DDR4 demand has recently surged, with memory module manufacturer Adata overwhelmed by orders. The company's current order visibility has extended through September, as customers are...
A global surge in demand for DDR4 memory chips is driving prices sharply higher as major DRAM manufacturers reduce legacy production and supply chain constraints push third-quarter...
Samsung and SK Hynix are advancing vertical channel transistor (VCT) technology through 4F² DRAM prototypes as a transitional step toward 3D DRAM, while Micron is bypassing VCT...
As competition intensifies in the high-end memory market, Micron has taken the lead over South Korean competitors by becoming the first memory supplier for Nvidia's next-generation...
SK Hynix is doubling down on diversifying its supply chain for thermal compression bonding (TCB) equipment, crucial for producing high-bandwidth memory (HBM), while Samsung Electronics...
China continues to lag behind memory giants SK Hynix, Micron, and Samsung Electronics in developing high bandwidth memory (HBM) technology. Although US export controls on semiconductor...
The CHIPS and Science Act has unlocked tens of billions in federal subsidies to reshore semiconductor manufacturing in the US. Yet, major projects by leading chipmakers are being...
The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business...
As data centers face increasing demands for AI training and inference workloads, high-bandwidth memory (HBM) has become a critical competitive edge for memory manufacturers. Micron...
