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Recent Posts
- [News] SK hynix Rumored to Deliver Major HBM Order to Broadcom in 2025
- [News] TSMC Rumored to Begin FOPLP Production with Smaller Substrates, with Mini Lines Prepared by 2026
- [News] Kioxia Urges Bain and Toshiba to Sell Shares, Aims to Double AI NAND Market Share in Three Years
- [News] NVIDIA Reportedly Asks Super Micro to Investigate AI Chips Acquired by China Following U.S. Demand
- [News] Intel Reportedly Narrows down Bidders for Altera, with Formal Offers Due by January’s End
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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 …
[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 …
Posted in Consumer Electronics, Display, Wearable Devices
Tagged OLEDoS, Samsung, Sony
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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 …
[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, …
Posted in Artificial Intelligence, Emerging Technologies, IC Design, Semiconductors, server
Tagged Nvidia, Supermicro
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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 …