DRAM


2024-08-07

[News] Chinese Tech Giants Reportedly Stockpile Samsung’s HBM ahead of Potential U.S. Restrictions

DRAM

With the chip war between the two great powers heating up, the U.S. is reportedly mulling new measures to limit China’s access to AI memory. As the restrictions might be imposed as early as late August, rumor has it that Chinese tech giants like Huawei and Baidu, along with other startups, are sto...

2024-08-06

[News] Samsung to Benefit from NVIDIA’s Reported Blackwell Delay as Tech Giants Turn to AMD

DRAM

As AI giant NVIDIA is said to delay its upcoming Blackwell series chips for months, which are now expected to hit the market around early 2025, the related semiconductor supply chain is experiencing a reshuffle. According to a report by the Korea Economic Daily, Samsung Electronics, which is eager t...

2024-08-06

[News] ChangXin Memory Technologies in China Has Reportedly Begun Mass Production of HBM2

DRAM

According to a report from Tom’s Hardware citing industry sources, it’s indicated that Chinese memory giant ChangXin Memory Technologies (CXMT) has started mass production of HBM2. If confirmed, this is approximately two years ahead of the expected timeline, although the yield rate for HBM2 is s...

2024-08-02

[News] Samsung’s Chip Head Raises the Urgency to Reform Company Culture to Avoid Vicious Cycles

DRAM

According to a report from Bloomberg, Jun Young-hyun, head of Samsung's chip business, recently sent a stern warning to employees about the need to reform the company's culture to avoid falling into a vicious cycle. Jun stated that the recent improvement in Samsung's performance was due to a re...

2024-08-01

[News] Samsung’s 8-layer HBM3e to Start Mass Production in Q3, Driving HBM Sales to Soar 3-5 Times in 2H24

DRAM

Samsung Electronics, which has been surround by concerns that its HBM3e products are still struggling to pass NVIDIA’s qualifications, has confirmed in its second quarter earnings call that the company’s fifth-generation 8-layer HBM3e is currently undergoing customer valuation, and is scheduled...

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