SK Hynix is reportedly expanding its production of fifth-generation, 12-layer HBM3E, with Hanmi Semiconductor and ASMPT ...
Lee to head its newly established semiconductor packaging facility in the US. His leadership will be closely watched as the company navigates intensifying market competition.
JPMorgan sees Hanmi Semiconductor as top beneficiary in AI and HBM boom JPMorgan sets target price of $104.21 for Hanmi ...
The NAND market is somewhat more fragmented ... 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 ...
The global silicon wafer industry is witnessing a resurgence, propelled by the escalating demand for advanced semiconductor ...
SK hynix has announced its highest-ever profits in 2024, riding off of the AI demand wave with its market-leading HBM memory. The South Korean memory giant posted its best-ever yearly earnings in ...
Building on this momentum, SK hynix expressed confidence in its prowess in the HBM chip market during its earnings call, Thursday, projecting its HBM chip sales to double this year. It also ...
Micron Technology (MU) aims to bolster its position in the high-bandwidth memory (HBM) market. The company plans to ramp up production of its ...
Still, its timeline for HBM4 is still in 2026, lagging behind SK hynix. As HBM is the major incremental growth opportunity in the memory market, I view these competitive positioning dynamics as a ...
Samsung Electronics has nominated two top chip executives, Jun Young-hyun and Song Jai-hyuk, to its board as the company aims ...
We are more conservative in our assessment of Micron's ability to expand its share of the HBM market. Based on the plans of Micron and its competition (Samsung, SK Hynix) to increase production of ...
“Demand of HBM and high-density server DRAM ... For the conventional memory chip market, customers are expected to reduce inventory of PCs and smartphones, SK Hynix said. “Sales of PCs and smartphones ...