A South Korean court sentences a former Samsung researcher to seven years in prison for leaking semiconductor tech to China's CXMT, helping it develop HBM
A South Korean court said on Wednesday it had sentenced a former researcher at Samsung Electronics (005930.KS) to seven years in prison …
SK Hynix says it plans to invest ~$12.85B in a new fab in South Korea for advanced packaging to meet AI demand for HBM, with construction starting this month
SK Hynix (000660.KS) said on Wednesday it plans to invest 19 trillion won ($12.85 billion) in a new manufacturing plant in South Korea …
Filing: SK Hynix plans to spend ~$8B on cutting-edge EUV lithography chipmaking tools from ASML through 2027, as it competes with Samsung to supply DRAM and HBM
SK Hynix Inc. plans to spend 11.9 trillion won ($7.9 billion) on cutting-edge extreme ultraviolet lithography chipmaking tools from ASML Holding NV …
A profile of South Korea's SK Hynix, a once unloved memory chipmaker that now enjoys 58% operating margins and a ~$438B market cap amid the global HBM shortage
Once unloved SK Hynix is enjoying 58% operating margins amid a global shortage of memory chips
Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price hikes and HBM demand
Samsung Electronics shares rose 2.4% Thursday after the company reported an over threefold surge in fourth-quarter operating profits …
Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK Hynix; Counterpoint estimates SK Hynix will account for 54% of the global HBM4 market in 2026
SK hynix Inc. has secured over two-thirds of high-bandwidth memory (HBM) supply orders from U.S. tech giant Nvidia Corp. to be used …
Filing: China's top DRAM maker CXMT plans to raise $4.2B in a Shanghai IPO; CXMT held a 4% global share in Q2 2025 and targets HBM production by the end of 2026
China's leading maker of DRAM chips, ChangXin Memory Technologies (CXMT) Corp, said on Tuesday it plans to raise 29.5 billion yuan …
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Overly simplistic take...
An in-depth look at a recent research paper that offered a roadmap to the viability of 3D HBM-on-GPU integration for improved AI performance and utilization
Five Things You Should Know Before Reading: — “3D HBM” Now Feasible: Offers improved AI performance and utilization.
Sources: Micron plans to invest $9.6B in Japan to build a production facility for next-gen HBM memory chips beginning in 2026, with shipments expected in 2028
TOKYO — U.S. semiconductor manufacturer Micron Technology will invest 1.5 trillion yen ($9.6 billion) to build a production facility …