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SK hynix is reportedly considering TSMC’s 3nm node for HBM4E logic dies to outperform Samsung, signaling a shift toward advanced nodes and customized HBM designs for next-gen AI chips.
Samsung is reportedly considering shifting to 3–5 year memory contracts to stabilize supply amid booming AI demand, signaling a major change in strategy that could reshape pricing dynamics across the...
Samsung is accelerating its AI memory strategy by advancing to 2nm-based HBM5, scaling HBM output, and expanding its role beyond memory into chip manufacturing within the NVIDIA ecosystem.
Despite surging DRAM prices and strong AI-driven demand, Samsung and SK hynix are cautiously limiting capacity expansion to avoid another oversupply cycle, targeting a market rebalance around 2028.
Micron Technology is moving forward with its $1.8 billion acquisition of the Tongluo P5 fab from Powerchip Semiconductor Manufacturing Corp., with a tool move-in ceremony scheduled for March 26 markin...
Samsung and NVIDIA are collaborating on the development of ferroelectric NAND, a next-generation memory technology that could enable up to 1,000 stacked layers while reducing power consumption by as m...
SK hynix đã phát triển thành công DRAM LPDDR6 1c 16Gb với tốc độ hơn 10,7 Gbps, nhanh hơn 33% và tiết kiệm hơn 20% điện năng so với thế hệ trước, nhằm tối ưu hiệu năng cho AI chạy trực tiếp trên smart...
Rising tensions between the United States and Iran are adding new instability to the Middle East, fueling volatility in global energy markets and raising fresh concerns for the semiconductor industry....
AI is driving a surge in CPU demand as new AI agent systems rely on CPUs to orchestrate workloads alongside GPUs and NPUs, prompting Intel and AMD to report stronger-than-expected demand and raising c...
Memory spot prices are trending upward ahead of Q2 2026 negotiations, but cautious buying sentiment suggests the market is still in a price discovery phase rather than a full demand driven upcycle.
