DRAM


2024-12-23

[News] Micron Plans HBM4 Mass Production in 2026, Customized HBM4E to Launch in 2027-2028

DRAM

A report from TechNews, citing Tom’s Hardware, indicates that in response to the rapidly growing demand driven by AI, SK hynix, Samsung, and Micron are all accelerating the development of HBM products, and recently Micron has revealed plans for its HBM4 and HBM4E. Micron shows in its AI memory po...

2024-12-20

[News] SK hynix Rumored to Deliver Major HBM Order to Broadcom in 2025

DRAM

While making strides in the HBM capacity expansion at its Cheongju M15X fab, SK hynix may have locked in another major client in addition to NVIDIA. According to South Korean media outlet The Elec, the memory giant has reportedly landed a substantial order to provide HBM to Broadcom. Sources cite...

2024-12-19

[News] Micron Clouded by Weak Q2 Outlook; High-volume HBM3E 8H Ships to Second Major Customer this Month

DRAM

Is the DRAM winter really coming? Despite Micron’s sequential doubling of HBM revenue in the previous quarter, weak demand for PCs and smartphones, combined with a DRAM supply glut, continues to weigh on its business, as its second quarter guidance disappoints the market. Micron achieved record...

2024-12-19

[News] Samsung to Build 10nm 7th Gen DRAM Test Line Ahead of 6th Gen Mass Production

DRAM

According to a report from Business Korea, Samsung Electronics has started the construction of a test line to enhance the yield of its 7th generation DRAM at the 10nm level. The report notes that as Samsung has been losing its leadership in the DRAM sector, including HBM, this move might be an at...

2024-12-16

[News] SK Hynix Reportedly Expands HBM Production at Cheongju M15X Fab, Aiming for Late 2025 Completion

DRAM

According to a report from Chosun Biz, SK hynix is expanding its HBM production capacity at the Cheongju M15X fab to address ongoing market supply shortages, with AI demand expected to continue outpacing HBM supply in 2025. To support this expansion, the company plans to transfer some of its DRAM wo...

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