Applied Materials is expected to double its advanced packaging business in the coming years. Read why I reiterate a Buy ...

There are lots of ways that we might build out the memory capacity and memory bandwidth of compute engines to drive AI and ...

Samsung Electronics was once the dominant player in a type of semiconductor known as memory, putting it in a great position ...

DRAM bit output will rise 25% YoY  in 2025 says TrendForce. Without Chinese expansion it would be 21%, but China’s capacity is mainly for the domestic ...

The competition in the high bandwidth memory (HBM) market intensifies between South Korea's two major DRAM giants, Samsung ...

Adata reported October 2024 revenue of NT$34.1 billion (approx. US$1.06 billion), driven by increased DRAM shipments. The ...

Key HBM Gen2 PHY product highlights include support for DRAM 2, 4 and 8 stack height, a DFI-style interface to the memory controller, 2.5D interposer connections between the PHY and DRAM, a validated ...

SK Group Chair Chey Tae-won said Nvidia CEO Jensen Huang asked him if SK Hynix could move the supply of high-bandwith memory ...

Samsung's dominance in memory chips is challenged as SK Hynix leads with high-bandwidth memory, essential for AI.

Looking ahead, however, the ratio of HBM to SK Hynix's sales will not increase significantly from here as we believe shipments of general DRAM will recover as investment in general-purpose servers ...