Search results for HBM
Industry
IT device shrinkflation intensifies as prices rise and capacity halves
Shrinkflation, where prices rise while specifications fall, is spreading across global IT devices including smartphones, laptops, consoles and desktops. The shift by SK Hynix, Samsung Electronics and Micron toward high-bandwidth memory for AI data centres is reducing supply of standard DRAM and NAND, supporting higher RAM prices. Set makers are passing margin pressure to consumers through price hikes and specification cuts, a trend the industry expects to persist until mass production of DDR6 ramps up.
AI & Enterprise
Dell to support Samsung Electronics\' semiconductor AI factory buildout
Dell Technologies will support Samsung Electronics in building a semiconductor artificial intelligence factory by applying solutions across research and development, chip design and production systems, and helping the shift to intelligent manufacturing. At Dell Technologies World 2026 in Las Vegas, Samsung Electronics Vice President Song Yong-ho highlighted partnership results in a video message. Dell will provide standardised infrastructure for computing, storage and data movement to support AI model operations and core systems.
AI & Enterprise
Bitcoin-like frenzy erupts as global money pours into AI memory ETF
Roundhill Investment’s memory semiconductor ETF, ticker DRAM, has drawn a large amount of investment in the shortest time on record, as demand for AI semiconductors surges. CNBC, citing TMX VettaFi, reported the ETF exceeded $9.8 billion in assets 43 days after launch. Market participants point to scarcity among high-bandwidth memory and specialised DRAM chip makers and to supply concentration. Roundhill said the memory shortage could last until at least 2028.
-
Industry
Justem secures 30 billion won semiconductor policy funding from KDB
-
Finance
KOSPI breaks through 8,000 for first time on AI chip rally
-
AI & Enterprise
Intel unveils next-generation memory to challenge HBM in AI market
-
Industry
GPU standalone era may end as integrated design determines AI chip performance
-
AI & Enterprise
AI data centres prioritise memory, smartphone and PC costs could rise 15 percent
-
Industry
Memory big two near HBM4E race as mass production timing becomes key battleground
-
Industry
Applied Materials to acquire ASMPT subsidiary NEXX
-
Industry
Samsung Electronics joins $1 trillion market cap club, Asia\'s second after TSMC
-
Finance
KOSPI breaks through 7,000 for first time as market cap tops 6,000 trillion won
-
Finance
KOSPI breaks 7,000 for first time, reclaims 3,000 after 11 months
-
Industry
Conventional DRAM overtakes HBM profitability; memory big two draw attention with different responses
-
Industry
Samsung Electronics tops parents\' stock gifts to minor children, Kia second
-
Industry
ADTechnology wins chiplet design order for U.S. AI datacenter chips
-
Industry
Samsung Electronics strike nears as union exodus deepens and DS-DX rift widens
-
Industry
Memory chip \'big 3\' net profits surge, set to overtake global big tech