DRAM


2024-08-19

[News] Samsung Reportedly Bets on CXL Memory in the AI Race

DRAM

According to a report from Nikkei, Samsung Electronics, currently lagging behind SK hynix in the HBM market, is said to be betting on the next-generation CXL memory, with shipments expected to begin in the second half of this year, while anticipating the CXL memory to become the next rising star ...

2024-08-16

[News] Booming AI Demand Boosts Q2 Profit for South Korea’s Top 500 Companies to Double

DRAM

As global tech giants race to develop AI infrastructure, according to a report from Yonhap News Agency, South Korea's top 500 companies, driven by semiconductor leaders like Samsung and SK Hynix, have experienced a significant profit surge in the second quarter, more than doubling compared to the s...

2024-08-16

[News] 3D DRAM with Built-in AI Processing – a New Tech Potentially Replace Existing HBM

DRAM

NEO Semiconductor, a company focused on 3D DRAM and 3D NAND memory, has unveiled its latest 3D X-AI chip technology, which could potentially replace the existing HBM used in AI GPU accelerators. Reportedly, this 3D DRAM comes with built-in AI processing capabilities, enabling processing and gene...

2024-08-15

[News] Samsung Likely Emerges as the Pacemaker for the AI Market if It Secures HBM3e Supply to NVIDIA

DRAM

Samsung Electronics, which has been struggling at the final stage of its HBM3e qualification with NVIDIA, may unexpectedly emerge as the pacemaker for the AI ecosystem, as the company may somehow ease the cost pressure for building AI servers by balancing the market, as well as alleviating the tight...

2024-08-14

[Insights] Memory Spot Price Update: NAND Prices for Package Dies and Wafers Dropped Slightly due to Slow Transactions

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM spot prices, demand has yet to show improvement, leading to increased inventory pressure on suppliers, which indicates the potential for larger price drops in the future. As for NAND flash, the overall price trend is sti...

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