HBM4
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SK Hynix's HBM4 backend equipment orders have been partially postponed until next year, with the expansion pace falling below expectations.
SK Hynix is slowing down the expansion of its sixth-generation High Bandwidth Memory (HBM4) production capacity. Some backend equipment orders originally scheduled for delivery in the second half of t
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Nvidia's Rubin platform to favor 12-layer HBM4, as SK Hynix and Samsung advance 16-layer chips
Nvidia's Vera Rubin AI platform is expected to largely rely on 12-layer high-bandwidth memory (HBM4) chips. This development eases demand concerns for SK Hynix and Samsung Electronics, as the two Kore
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AMD CEO Lisa Su visited South Korea to seek 3-5 year long-term cooperation with Samsung and SK Hynix, and for the first time confirmed that SK Hynix will supply HBM4.
AMD CEO Lisa Su visited South Korea on October 7, meeting intensively with senior executives from Samsung Electronics and SK Hynix, and stated that supply chain planning requires 3 to 5 years or even
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Samsung's HBM4 is reportedly priced at over three times that of HBM3E, in the mid-to-high $4 per gigabit range, with customer negotiations already underway.
Samsung Electronics has set the supply price for its HBM4 next year in the mid-to-high $4 per gigabit (Gb) range, more than triple the approximately $1.50/Gb price of its current flagship product, HBM
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Report: Samsung Electronics' HBM4/HBM4E production may double next year, with product占比 rising from 40% to 80%.
Samsung Electronics plans to at least double the actual production of HBM4 and HBM4E next year compared to this year, according to the Seoul Economic Daily. Concurrently, the proportion of the HBM4 se
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Samsung HBM4 Yield Reaches 80% Four Months Ahead of Schedule, Q3 Sales Target Triples Quarter-on-Quarter, Accelerating Supply to NVIDIA AI Accelerators
Samsung Electronics' sixth-generation high-bandwidth memory (HBM4) mass production yield has approached 80%, achieving its annual target approximately four months ahead of schedule, with the original
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Agreement on Large-Scale HBM4 Supply Nears Completion; AMD to Finalize Deal with Samsung Electronics
Svmuu News: Citrini analyst Jukan posted on X that AMD is close to signing a final agreement with Samsung Electronics for the large-scale supply of HBM4. AMD CEO Lisa Su said during the “AMD Advancing
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Executives from Samsung, SK, and Naver Plan to Meet with NVIDIA CEO in the U.S.; Vera Rubin System Rollout Imminent
Svmuu News: Samsung Electronics Chairman Lee Jae-yong, SK Group Chairman Chey Tae-won, and Naver Chairman Lee Hae-jin are set to meet with Jensen Huang, CEO of NVIDIA, in the United States. The meetin
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Samsung Electronics Establishes New BEOL Process Organization to Focus on High-Value-Added Memory Such as HBM4
Svmuu News: Samsung Electronics’ Semiconductor Division recently established a BEOL process organization within the etching technology team of its Memory Business Division. The division plans to compl
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Foreign Media: SK Hynix Accelerates Mass Production of HBM4 for NVIDIA
Svmuu News: According to foreign media reports, SK Hynix has officially begun mass production and shipment of 12-layer HBM4 for the NVIDIA, with the product now entering the ramp-up phase.Unlike previ
-
SK Hynix's HBM4 backend equipment orders have been partially postponed until next year, with the expansion pace falling below expectations.
SK Hynix is slowing down the expansion of its sixth-generation High Bandwidth Memory (HBM4) production capacity. Some backend equipment orders originally scheduled for delivery in the second half of t
-
Nvidia's Rubin platform to favor 12-layer HBM4, as SK Hynix and Samsung advance 16-layer chips
Nvidia's Vera Rubin AI platform is expected to largely rely on 12-layer high-bandwidth memory (HBM4) chips. This development eases demand concerns for SK Hynix and Samsung Electronics, as the two Kore
-
AMD CEO Lisa Su visited South Korea to seek 3-5 year long-term cooperation with Samsung and SK Hynix, and for the first time confirmed that SK Hynix will supply HBM4.
AMD CEO Lisa Su visited South Korea on October 7, meeting intensively with senior executives from Samsung Electronics and SK Hynix, and stated that supply chain planning requires 3 to 5 years or even
-
Samsung's HBM4 is reportedly priced at over three times that of HBM3E, in the mid-to-high $4 per gigabit range, with customer negotiations already underway.
Samsung Electronics has set the supply price for its HBM4 next year in the mid-to-high $4 per gigabit (Gb) range, more than triple the approximately $1.50/Gb price of its current flagship product, HBM
-
Report: Samsung Electronics' HBM4/HBM4E production may double next year, with product占比 rising from 40% to 80%.
Samsung Electronics plans to at least double the actual production of HBM4 and HBM4E next year compared to this year, according to the Seoul Economic Daily. Concurrently, the proportion of the HBM4 se
-
Samsung HBM4 Yield Reaches 80% Four Months Ahead of Schedule, Q3 Sales Target Triples Quarter-on-Quarter, Accelerating Supply to NVIDIA AI Accelerators
Samsung Electronics' sixth-generation high-bandwidth memory (HBM4) mass production yield has approached 80%, achieving its annual target approximately four months ahead of schedule, with the original
-
Agreement on Large-Scale HBM4 Supply Nears Completion; AMD to Finalize Deal with Samsung Electronics
Svmuu News: Citrini analyst Jukan posted on X that AMD is close to signing a final agreement with Samsung Electronics for the large-scale supply of HBM4. AMD CEO Lisa Su said during the “AMD Advancing
-
Executives from Samsung, SK, and Naver Plan to Meet with NVIDIA CEO in the U.S.; Vera Rubin System Rollout Imminent
Svmuu News: Samsung Electronics Chairman Lee Jae-yong, SK Group Chairman Chey Tae-won, and Naver Chairman Lee Hae-jin are set to meet with Jensen Huang, CEO of NVIDIA, in the United States. The meetin
-
Samsung Electronics Establishes New BEOL Process Organization to Focus on High-Value-Added Memory Such as HBM4
Svmuu News: Samsung Electronics’ Semiconductor Division recently established a BEOL process organization within the etching technology team of its Memory Business Division. The division plans to compl
-
Foreign Media: SK Hynix Accelerates Mass Production of HBM4 for NVIDIA
Svmuu News: According to foreign media reports, SK Hynix has officially begun mass production and shipment of 12-layer HBM4 for the NVIDIA, with the product now entering the ramp-up phase.Unlike previ
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HBM4
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