Monthly Archives: April 2024

[News] Aiming at AI Opportunities SK Hynix to Build New Plant for HBM Capacity Expansion

SK Hynix announced on April 24th that it plans to expand production capacity of the next-generation DRAM including HBM, a core component of the AI infrastructure, in response to the rapidly increasing demand for AI semiconductors. As the board of …

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[News] Abandoning In-House Technology, Samsung’s XR Devices Rumored to Adopt Sony OLEDoS

Samsung Display (SDC), a subsidiary of Samsung, has been developing its own OLEDoS (OLED on Silicon) technology. However, there are reports now indicating that Samsung’s smartphone division plans to adopt Sony’s OLEDoS technology for integration into Samsung’s XR devices. According …

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[Insights] Spot Market Update: Shrinking Transaction Volume of DRAM; Negotiation Space Emerges in NAND Flash

According to the latest memory spot price trends released by TrendForce, overall DRAM spot market demand has not further heated up, and transaction volume has further shrunk. NAND Flash, affected by pessimistic demand, is experiencing a lack of enthusiasm in …

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[News] China Reportedly Acquires Nvidia AI Chips Indirectly; Nvidia, Gigabyte Emphasize Compliance with U.S. Regulations

According to a Reuters, despite the U.S. expanding export controls on advanced artificial intelligence (AI) chips to China last year, Chinese universities and research institutions have recently acquired high-end AI chips from Nvidia through distributors. Reviewing hundreds of bidding documents, …

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[News] Amid Foundry Overcapacity, Competition for HBM Intensifies Rapidly

As AI semiconductor competition intensifies, the wafer foundry industry faces new challenges due to stagnant demand and excess capacity. The battle for dominance in the high-bandwidth memory (HBM) market is also escalating. According to Business Korea, Samsung has extended the …

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