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...

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...

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...

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...