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...

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...

Marvell announces new custom HBM compute architecture that enables XPUs to achieve greater compute and memory density. According to its press release, this new AI accelerator (XPU) architecture enables up to 25% more compute, 33% greater memory while improving power efficiency. Notably, the new c...

Though previous rumors suggested that there might be a downward revision of its HBM capacity target due to delayed progress on 12-Hi HBM3e, Samsung’s officials have stated that it will enhance its semiconductor packaging facilities in South Chungcheong Province to increase the production of HBM, a...

Amid concerns on its HBM progress and yield issues on advanced nodes, Samsung has released its full Q3 2024 financial results, with the quarterly revenue reaching KRW 79.1 trillion won (approximately $57.35 billion), hitting an all-time high. However, its semiconductor business remains lackluster, a...