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...

Following the footsteps of semiconductor bellwethers TSMC and Intel, as well as memory giants Micron and SK hynix, Samsung has hopped on the last minute opportunity of securing the funding under the CHIPS Act in Biden’s term. According to U.S. Department of Commerce, it has finalized a nearly USD ...

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...