Samsung’s archrival strikes crucial partnership with Nvidia’s closest ally to deliver key next-gen memory — SK Hynix teams up with TSMC to advance HBM development but could this move encourage TSMC to become like Intel?

South Korean memory giant SK Hynix, which recently announced plans for the construction of the world’s largest chip factory, has now announced a major partnership with top Taiwanese semiconductor foundry, TSMC.  The two firms aim to cement their positions in the fast-growing AI market by developing and producing the next-generation of High Bandwidth Memory, known … Read more

Samsung confirms next generation HBM4 memory is in fact Snowbolt — and reveals it plans to flood the market with precious AI memory amidst growing competition with SK Hynix and Micron

Samsung has revealed it expects to triple its HBM chip production this year. “Following the third-generation HBM2E and fourth-generation HBM3, which are already in mass production, we plan to produce the 12-layer fifth-generation HBM and 32 gigabit-based 128 GB DDR5 products in large quantities in the first half of the year,” SangJoon Hwang, EVP and … Read more

Samsung’s biggest memory rivals are plotting a tie-up with Kafkaesque implications — SK Hynix and Kioxia could build lucrative HBM chips for Nvidia, AMD and others

South Korean chipmaker SK Hynix, a key Nvidia supplier, says it has already sold out of its entire 2024 production of stacked high-bandwidth memory DRAMs, crucial for AI processors in data centers. That’s a problem, given just how in demand HBM chips are right now. However, a solution might have presented itself, as reports say … Read more