Is the DRAM winter really coming? Despite Micron’s sequential doubling of HBM revenue in the previous quarter, weak demand for PCs and smartphones, combined with a DRAM supply glut, continues to weigh on its business, as its second quarter guidance disappoints the market. Micron achieved record...

Korean memory giant Samsung has been working hard to prepare for supplying HBM3E to NVIDIA, but now it appears almost impossible to supply to NVIDIA in 2024. According to Wccftech's report, Samsung failed to secure a position in NVIDIA's supply chain because it couldn't meet NVIDIA's qualification t...

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...

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 ...

South Korean memory giant SK hynix has introduced the industry’s first 48GB 16-high HBM3E at SK AI Summit in Seoul today, which is the world’s highest number of layers followed by the 12-high product, according to its press release. According to SK hynix CEO Kwak Noh-Jung, though the market ...