Subject


HBM3e


2025-03-18

[News] SK hynix Reportedly Locks in Exclusive 12H HBM3E Deal for NVIDIA’s GB300

With NVIDIA unveiling its next-gen GB300 AI chip at GTC 2025, SK hynix stands to benefit as the exclusive supplier of 12H HBM3E for the Blackwell Ultra, according to South Korean media outlet Business Post. In addition, SK hynix could further strengthen its HBM lead, as the report suggests its HB...

2025-03-18

[News] Samsung Reportedly Scores High in Review, with NVIDIA’s HBM3E Qualification Likely by Early June

While Samsung continues to struggle with its foundry business, it finally has some good news in the memory sector. According to South Korean media outlet Alpha Economy, Samsung is likely to secure qualification from NVIDIA between late May and early June. A source told Alpha Economy that Samsung'...

2025-03-13

[News] NVIDIA Reportedly Visits Samsung for Final HBM3E Quality Testing as Delivery Deadline Nears

According to a report from the Korean media outlet The Financial News, citing industry sources, NVIDIA made another visit to Samsung Electronics' Cheonan packaging plant earlier this week, roughly a month after its previous inspection. The report suggests that this visit indicates the final quality ...

2025-03-05

[News] Over $6.67 Billion Wafer Plant Breaks Ground as HBM Market Heats Up

Recently, SK Hynix announced the full-scale commencement of construction on the first wafer plant within its Yongin Semiconductor Cluster, with completion expected in May 2027. In July 2024, the SK Hynix board of directors approved an investment of approximately 9.4 trillion KRW (about $6.67 bill...

2025-03-05

[News] SK hynix U.S. Revenue More Than Doubles Amid Surging HBM Demand

According to reports from The Chosun Daily and The Korea Herald, SK hynix's revenue in the U.S. market surged 2.6 times in 2024, fueled by the rising demand for AI memory chips from major U.S. tech companies. In a corporate filing on Tuesday, SK hynix announced that its U.S. sales subsidiary, SK...

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