Memory chip vendors say CXMT's DDR5 prices match Samsung's, SK Hynix's, and Micron's, and it has more supply in client markets as it is not prioritizing HBM
Memory chip vendors say CXMT's DDR5 prices match Samsung, SK Hynix, and Micron, and it has a supply advantage in client markets as it is not prioritizing HBM
CXMT's DDR5 memory is apparently not as cheap to procure as reports claim, falling in the same range as DRAM from other manufacturers.
Intel details its Crescent Island data center GPUs, built on its Xe3P architecture and using LPDDR5X memory instead of HBM, calling them “built for agentic AI”
Unusual memory choice brings lots of AI data closer to the chip for efficiency — At Computex 2026 …
A look at DeepSeek's model optimization to reduce HBM use, potentially enabling domestic memory, ASIC, and CPU makers to create a Chinese AI hardware ecosystem
Have you ever wondered, how DeepSeek may make money, and lot of it? They didn't come up with competitive coding plans like GLM, MoonShot and MiniMax.
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 …