SK Hynix– tag –
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South Korean Semiconductor Giants Samsung and SK Hynix Plan $518 Billion Mega-Investment to Double DRAM Production, Reshaping AI Chip Market
CoinDesk South Korea Overview South Korean semiconductor giants Samsung Electronics and SK Hynix have announced massive investment plans totaling approximately $518 billion (about 80 trillion JPY) over the next five years. This capital w... -
Samsung Delays Hybrid Bonding HBM Mass Production to 2029-2030, Aligning with Technical Challenges and NVIDIA’s Next-Gen GPUs
TrendForce South Korea Overview Samsung Electronics is reportedly delaying the full-scale mass production of its hybrid bonding technology for next-generation HBM and logic semiconductors until 2029-2030. The company is currently buildin... -
Yole Group Forecasts Advanced Packaging Market to Double to Over $120 Billion by 2031, Driven by AI and HPC Demand
Yole Group (via advancedpackaging.news) France Overview Yole Group's latest report projects the global advanced packaging market to more than double from $55 billion in 2025 to over $120 billion by 2031, fueled by next-generation AI and ... -
AI Chip Packaging Bottleneck Intensifies: NVIDIA Explores Intel EMIB Amid TSMC CoWoS Shortage, Amkor Commits $7B to Arizona
The Economy Japan Overview The burgeoning AI chip market faces a critical bottleneck in advanced packaging, particularly with TSMC's CoWoS technology, prompting NVIDIA to reportedly consider Intel's EMIB for future GPU production. This s... -
Micron Invests $500M in GlobalWafers Texas Plant, Targets 40% US DRAM Production by 2035
Tom's Hardware USA Overview Micron Technology has committed $500 million to GlobalWafers' Texas wafer plant, aligning with its ambitious goal to manufacture 40% of its DRAM in the United States by 2035, part of a broader $250 billion US ... -
TSMC’s N3 Node and Expanding CoWoS Capacity Solidify Nvidia’s Future, While HBM4 Multi-Vendor Qualification Reduces Supply Risk
Seeking Alpha USA Overview TSMC and ASML's raised guidance confirms persistent AI infrastructure demand-supply imbalance. TSMC's N3 node, utilized for Nvidia's Rubin GPUs, is fully booked, and CoWoS advanced packaging capacity is expandi... -
HBM Supply Crunch Deepens: DRAM Wafer Production and Advanced Packaging/Test Emerge as Dual Bottlenecks Amid Samsung, SK Hynix, Micron Rivalry
Industry Analysis International Overview High Bandwidth Memory (HBM), central to AI, faces dual bottlenecks in both DRAM wafer manufacturing and advanced packaging/test capacity. HBM achieves high bandwidth and energy efficiency through ... -
SK Hynix to Heavily Invest in ASML EUV for HBM Production in Yongin and Cheongju, Expanding Indiana Packaging Facility
Seeking Alpha South Korea Overview SK hynix plans to extensively deploy ASML's EUV (Extreme Ultraviolet) lithography equipment at its Yongin Semiconductor Cluster and Cheongju advanced packaging facilities, significantly bolstering High-... -
Micron’s HBM Order Book Fully Committed Through 2028, Secures Silicon Wafer Supply with 10-Year GlobalWafers Offtake Agreement
Investing.com USA Overview Micron Technology's High-Bandwidth Memory (HBM) order book is fully committed through 2026 and 2027, with customer bookings extending into 2028, clearly indicating that supply, not demand, is the binding constr... -
China’s Memory Industry Accelerates HBM3/3E Development; YMTC Leads in Wafer-to-Wafer Hybrid Bonding Patents
BloomingBit.io China Overview China's memory industry is rapidly advancing, with companies like CXMT focusing on HBM3 and HBM3E development, thereby narrowing the technology gap with South Korea. Notably, Yangtze Memory Technologies Co. ...
