DRAM


2025-01-08

[News] Micron Kicks off Construction on HBM Advanced Packaging Facility in Singapore for HBM3E Products

DRAM

Following Micron’s sequential doubling of HBM sales in the previous quarter, the U.S. memory giant is making strides in overseas expansion amid the AI boom. According to Micron’s press release, it breaks ground on a new HBM packaging facility in Singapore on January 8. With an estimated investme...

2025-01-08

[News] Jensen Huang: Samsung Requires a New Design for its HBMs to Pass NVIDIA’s Qualification

DRAM

NVIDIA CEO Jensen Huang takes center stage again at CES 2025, as he unveiled several AI advancements in addition to the powerful GeForce RTX 50 GPU, built on its next-gen Blackwell architecture. Notably, he also made an update on Samsung’s HBM3E verification, as per South Korean media outlet Korea...

2025-01-08

[News] Samsung’s Q4 Profit Expected at USD 4.5 Billion, Missing Expectations Due to Weak HBM Performance

DRAM

Amid the AI frenzy at CES 2025, Samsung Electronics announced a lackluster fourth-quarter earnings guidance, which could be attributed to ongoing delays in obtaining NVIDIA’s approval for next-gen HBM products, according to Yonhap News and Reuters. As per Samsung’s press release, the company ...

2025-01-07

[News] U.S. Adds Tech Giants CXMT, Tencent, and CATL to List of Chinese Firms Linked to Military Support

DRAM

Before Trump’s inauguration in late January, another wave of U.S. counterattacks on Chinese companies seems to be initiated by the Biden administration. According to Reuters, the U.S. Defense Department announced on Monday the addition of several Chinese tech giants, including DRAM maker CXMT, Ten...

2025-01-06

[News] Samsung Reportedly Starts Trial Production of HBM4 Logic Die with In-house 4nm, Challenging SK hynix

DRAM

Samsung’s turnaround in the DRAM sector certainly hinges on its progress of next-gen HBMs, and now there is a ray of hope. According to South Korean media outlet the Chosun Daily, the company has started trial production of the logic dies used in HBM4. More importantly, it has kicked off initial p...

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