HBM


2024-12-26

[News] Samsung Reportedly Poised for Major Overhaul of Advanced Packaging Supply Chain amid HBM Race

Has the elephant started dancing? In addition to the reshuffle of its semiconductor executive team in November, Samsung is reportedly set to significantly revamp its supply chain for advanced semiconductor packaging, as per a report from South Korean media outlet ETNews. Notably, the move is expe...

2024-12-25

[News] Is DRAM Winter Coming? Samsung, SK hynix Q4 Earnings Reportedly Lowered amid Weak Demand

The DRAM winter seems to be around the corner. Following Micron’s clouded outlook, which suggests a roughly 9% quarter-over-quarter revenue decrease, a recent survey conducted by Yonhap News also downgraded the Q4 guidance for South Korean memory giants Samsung and SK hynix. The survey, which g...

2024-12-20

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

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...

2024-12-16

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

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...

2024-12-13

[News] Japan’s Fujifilm Reportedly to Expand in South Korea, Supplying Local Memory Giants amid HBM Boom

As memory giants ramp up HBM production at full throttle, they are eager to find strong allies in the supply chain. Fujifilm Holdings, a Japanese semiconductor materials supplier, is said to build a new facility in South Korea to meet the booming demand from local memory chipmakers, including SK hyn...

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