Semiconductors


2024-02-27

[News] Micron Begins Mass Production of HBM3e for NVIDIA’s H200

The U.S. memory giant Micron Technology has started the mass production of high-bandwidth memory "HBM3e," which will be utilized in NVIDIA's latest AI chips. Micron stated on February 26th that HBM3e consumes 30% less power than its competitors, meeting the demands of generative AI applications...

2024-02-27

[News] India Enters Chip War with USD 21 Billion Semiconductor Investment Proposals

According to a report from Bloomberg, sources reveal that Israeli firm Tower Semiconductor has proposed a USD 9 billion investment to establish a plant, while India's Tata Group has proposed an USD 8 billion fab. Sources further indicate that both proposed locations for these projects are in the s...

2024-02-27

[News] Intel Promotes 1.8-Nanometer Process in South Korea, Reportedly Pledges Various Benefits to Startups

Intel, according to South Korea's media outlet TheElec, is actively promoting its 18A process (equivalent to 1.8 nanometers) to South Korean fabless chip companies. The report cites industry sources revealing that Intel CEO Pat Gelsinger personally engaged with senior executives of these South K...

2024-02-27

[News] Overview of Expansion Plans by HBM Giants

Currently, the top three leaders—Samsung, SK Hynix, and Micron—in the HBM sector are undergoing unprecedented expansion. Below is an overview of the progress made by each of these giants in the realm of HBM: Samsung: HBM Production to Increase 2.5 Times in 2024, Another 2 Times in 2025 S...

2024-02-26

[News] NAND Flash Manufacturers Kioxia and WD Reportedly Set to Resume Merger Talks in Late April

A glimmer of hope for the once-failed engagement between NAND flash memory giants Kioxia and Western Digital (WD) may emerge again. According to a report from Japanese media Asahi News, the two parties may restart merger negotiations in late April.  It's reported on February 23rd that Kioxia an...

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