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Monday 21 July 2025
Samsung reportedly cracks 1c DRAM yield hurdle, positions HBM4 for AI rebound
Samsung Electronics is preparing a major push to reclaim ground in the high-bandwidth memory (HBM) market, where it has lagged behind SK Hynix and Micron. Its sixth-generation 1c DRAM,...
Monday 21 July 2025
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...
Saturday 19 July 2025
Nvidia explores SOCAMM deployment for next-gen AI systems
Nvidia is reportedly preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM...
Friday 18 July 2025
SK Hynix may lose HBM crown by 2026 as rivals trigger price showdown
Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of forecasting scenarios, SK Hynix's monopoly over HBM will eventually...
Thursday 17 July 2025
South Korean chipmakers reportedly delay DDR4 phase-out amid supply crunch
Global memory giants are phasing out or discontinuing DDR4 DRAM production to accelerate capacity shifts toward advanced process products such as DDR5 and high-bandwidth memory (HBM),...
Tuesday 8 July 2025
Samsung sees 56% profit plunge by Nvidia HBM chip delays in 2Q25
Samsung Electronics warned on July 5 that its second-quarter 2025 operating profit is likely to plunge 56% year-over-year, dragged down by continued difficulties in gaining Nvidia's...
Friday 4 July 2025
AI surge drives Micron to broaden HBM output beyond Taiwan
Micron plans to start operations at its new factory in Singapore in 2026, aiming to expand its production capacity of high-bandwidth memory (HBM). The investment is part of the company's...