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NEWS TAGGED MEMORY CHIPS
Friday 26 July 2024
SK Hynix not concerned about HBM oversupply; optimistic that 2024 shipments will double
Benefiting from its High Bandwidth Memory (HBM) business, SK Hynix has experienced substantial revenue growth and forecasts a doubling of shipments in 2024. Regarding recent concerns...
Friday 26 July 2024
Beyond hardware: Taiwan advances AI ecosystem amid global sovereignty push
As governments worldwide push for sovereign AI, Taiwan, a key provider of AI hardware, is rapidly expanding its AI ecosystem with the help of both public and private sectors.
Friday 26 July 2024
NAND flash capex to slow in 2024
The world's top-3 memory chipmakers are likely to reduce their NAND flash memory capex in 2024, following two years of robust spending, according to industry sources.
Friday 26 July 2024
Samsung bets big on CXL for next-gen memory leadership
Samsung Electronics is aggressively targeting Compute Express Link (CXL), a highly anticipated next-generation memory technology. The CXL market is expected to take off in the second...
Thursday 25 July 2024
SK Group head believes Nvidia's success model to face no challenges in 2-3 years
In a forum hosted by the Korean Chamber of Commerce and Industry (KCCI) in Keiju, KCCI Chairman and SK Group chairman Chey Tae-won told participants that Nvidia's dominance in the...
Thursday 25 July 2024
Samsung, SK Hynix keen to develop new TSV, focus ring, debonding solutions for next-gen HBM
As the number of DRAM stacks in high bandwidth memory (HBM) increases, there will be new developments in Through-Silicon Via (TSV) materials, focus rings and debonding technology...
Thursday 25 July 2024
KLA sees bright future in advanced packaging and HBM, expects flat growth in China
Due to the AI-driven surge in demand for semiconductor equipment, KLA reported better-than-expected financial results. The company expects to benefit from investments in advanced...
Thursday 25 July 2024
Chip giants clash: TSMC's Foundry 2.0 takes on Intel's IDM 2.0
With Taiwan Semiconductor Manufacturing Company (TSMC) proposing its Foundry 2.0 model, some industry experts compare it with Intel's IDM 2.0. However, the challenges Intel faces...
Thursday 25 July 2024
Power crunch casts clouds over South Korea's largest chip cluster in Yongin
Samsung and SK Hynix plan to invest KRW360 trillion (US$259.2 billion) and KRW120 trillion, respectively, to build 10 semiconductor fabs in Yongin, South Korea, making it the world's...
Thursday 25 July 2024
Rising memory prices, AI demand boost SK Hynix 2Q24 sales and profit
SK Hynix has reported revenue hit an all-time high of KRW16.42 trillion (US$11.8 billion) in the second quarter of 2024, when operating profits topped KRW5 trillion for the first...
Wednesday 24 July 2024
IC packaging will be more important than foundry, says YMTC chairman
Chen Nanxiang, chairman of Chinese memory company Yangtze Memory Technology Corp (YMTC), recently said during an interview with China Global Television Network (CGTN) that he expects...
Wednesday 24 July 2024
Inspur refutes Nvidia B20 collaboration reports amid H20 export restriction warnings by analysts
Inspur, a Chinese server manufacturer, recently denied a Reuters report, stating it has no collaboration with Nvidia on designing a B20 AI chip based on the Blackwell architecture...
Wednesday 24 July 2024
Who will benefit from a potential tariff war on chips?
With Taiwan Semiconductor Manufacturing Company (TSMC) chairman C. C. Wei promising to carry through overseas expansion plans regardless of the next US President, those securing TSMC's...
Wednesday 24 July 2024
Uncertainty arises over 3Q24 consumer chip replenishment momentum
Although initial demand for HPC and AI smartphone chips is expected to remain strong as the traditional peak season approaches, recent observations indicate potentially lower-than-expected...
Wednesday 24 July 2024
Samsung HBM3 and HBM3E still pending Nvidia quality tests
Korean media reports said Samsung Electronics's 4-generation high bandwidth memory product (HBM3) has been validated and has started mass production. However, industry sources only...