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20 articles
Trending Companies
AMD3 Microsoft3 Qualcomm3 Nvidia3 Micron3 Apple2 NVIDIA2 Micron Technology2 Anthropic2 BE Semiconductor Industries (BESI)1 Cadence1 ChipAgents1
Trending Technologies
EDA3 Mixture of Experts (MoE)2 Adreno GPU2 DRAM2 3D NAND2 Flash Memory2 AI Packaging1 Semiconductor Bonding Equipment1 DCF Model1 Free Cash Flow1 Supply Chain Reshoring1 Multi-Agent AI1
2026-09-28
Samsung: HBM to account for nearly 30% of DRAM production capacity next year, potentially tightening supply of conventional memory - 富途牛牛
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news.futunn.com 2026-09-28
Samsung's decision to allocate nearly 30% of its DRAM production capacity to HBM next year signals a decisive strategic pivot toward AI-driven memory demand. This is not merely a product-mix adjustment but a structural reallocation of wafer resources, given that HBM's TSV stacking and advanced packa
SamsungHBMHigh Bandwidth MemoryDRAMConventional MemoryAI MemoryProduction CapacitySupply-Demand
2026-09-25
TEKEVER raises $580M Series D, DTCP closes €455M defence fund, and the challenge to reinvent chip design - tech.eu
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tech.eu 2026-09-25
2026-09-23
SPRIND and NADI launch €40M challenge to reinvent European chip design - Tech.eu
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tech.eu 2026-09-23
2026-09-16
Samsung to outsource more conventional memory production, focus on HBM - Communications Today
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www.communicationstoday.co.in 2026-09-16
2026-09-16
[News] Samsung Reportedly Shifts Cheonan Capacity to HBM Packaging, Outsource Conventional Memory Modules - TrendForce
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www.trendforce.com 2026-09-16
2026-09-16
Samsung reportedly pushes conventional memory modules to partners in Vietnam and India as HBM crowds its back end - digitimes
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www.digitimes.com 2026-09-16
2026-09-16
Samsung reportedly pushes conventional memory modules to partners in Vietnam and India as HBM crowds its back end - digitimes
0.92
www.digitimes.com 2026-09-16
2026-09-16
Samsung reportedly pushes conventional memory modules to partners in Vietnam and India as HBM crowds its back end
0.92
digitimes.com 2026-09-16
2026-09-09
Samsung and SK hynix Memory Inventories Crash Below 10 Days as AI Demand Triggers Historic Shortage, Says Report - Wccftech
0.95
wccftech.com 2026-09-09
2026-09-09
Samsung and SK hynix Memory Inventories Crash Below 10 Days as AI Demand Triggers Historic Shortage, Says Report - Wccftech
0.88
wccftech.com 2026-09-09
2026-09-08
Adata, Team Group post record August revenue as memory module makers build inventory for 2027
0.92
digitimes.com 2026-09-08
2026-09-07
Samsung, SK Hynix Memory Inventories Fall Below 10 Days Amid AI Demand - 조선일보
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www.chosun.com 2026-09-07
2026-09-07
HBM4 squeezes DRAM supply as Samsung, SK Hynix inventories fall below 10 days - digitimes
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www.digitimes.com 2026-09-07
2026-09-07
Samsung and SK hynix Inventories Fall Below 10 Days - Businesskorea
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www.businesskorea.co.kr 2026-09-07
2026-09-07
Inside UC San Diego's 'Made with Taiwan' push to train TSMC's future engineers, reinvent chip packaging
0.95
digitimes.com 2026-09-07
2026-09-07
HBM4 squeezes DRAM supply as Samsung, SK Hynix inventories fall below 10 days
0.92
digitimes.com 2026-09-07
2026-09-07
Phison snaps up low-cost China NAND inventory, AI revenue share set to top 40%
0.92
digitimes.com 2026-09-07
2026-09-02
TSMC Skips Hybrid Bonding For Now, Betting on Conventional Microbumps to Lead The Way - techpowerup.com
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www.techpowerup.com 2026-09-02
2026-09-02
Samsung, SK Hynix inventories surge as valuation reserves fall - digitimes
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www.digitimes.com 2026-09-02
Samsung Electronics and SK Hynix significantly increased their inventory levels in the first half of 2026 compared to six months earlier, an unusual trend in the memory market where demand continues to strain supply. This inventory buildup contrasts with typical market behavior during supply-constra
Semiconductor inventoryMemory marketDRAM chipsSupply chainInventory managementMarket demandChip manufacturersStorage industry
2026-09-02
AI data bottleneck drives race to reinvent chips - Korea JoongAng Daily
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www.koreajoongangdaily.com 2026-09-02