During Nvidia's earnings call on November 20, CEO Jensen Huang praised several key partners, including TSMC, SK Hynix, and Micron, but notably excluded Samsung Electronics. In an interview with Bloomberg on November 23, while attending an event at the Hong Kong University of Science and Technolog...

Though China might not be an industry leader in the semiconductor field in the short-term, the country is indeed disrupting the sector, which is traditionally dominated by South Korea, Taiwan, and the U.S, according to a report by South Korean media outlet Pulse, citing examples such as SMIC. Acc...

According to TrendForce's latest memory spot price trend report, regarding DRAM, price decline for both DDR4 and DDR5 products has begun to moderate, as sellers realize that further price reductions are unlikely to spur procurement activities. As for NAND flash, the price reduction of eMMC has gradu...

The flames of war continues to spread, as the HBM battle seems to extend to the next-gen products. According to the Korean Economic Daily, Samsung and SK hynix are reportedly developing HBM4 samples for Tesla, as the EV giant joins other U.S. tech giants in the race to develop its own AI chips. T...

Unlike semiconductor equipment makers such as ASML, which are highly exposed to the fluctuation in China, SK hynix’s outlook seems to be promising thanks to the strong HBM demand from U.S. According to its quarterly report released on November 15th, cited by Korean media outlet newdaily, with the ...