Samsung Electronics has announced a new strategy that empowers customers to design their own HBM memory chip base dies and choose their own foundries, catering to the demands of the AI era.

SK Hynix, a leading memory semiconductor company, is developing advanced packaging techniques for its HBM4 16-layer products, including MR-MUF and Hybrid Bonding technologies, to meet the growing demand for high-capacity memory solutions. The company is poised to select the optimal method based on customer requirements, enhancing performance and efficiency.

South Korean AI chip design company Rebellions is on track to unveil its next-generation AI Neural Processing Unit (NPU) chip, REBEL, by the end of 2024. The chip is designed to accelerate large language and multimodal models and will feature Samsung's 4nm process technology and HBM3E 12H memory, along with support for 800Gb Ethernet.

The latest report from SEMI indicates a continued positive trend in the global semiconductor industry for Q2 2024, with significant growth in integrated circuit sales and stable capital expenditures. Despite a slowdown in recovery in some end markets affecting H1 growth, the industry is experiencing a strong tailwind from surging demand for AI chips and High Bandwidth Memory (HBM).

SK Hynix, a leading memory chip manufacturer, has received indications from the seven major technology companies in the US stock market, collectively known as the Magnificent 7 (M7), expressing their desire for customized high-bandwidth memory (HBM) solutions. The company's VP in charge of HBM business, Ryu Seong-soo, announced this at the 2024 Cheongju Forum held by SK Group, outlining SK Hynix's strategy to leverage these opportunities for the development of its memory business amidst the growing demand for AI and high-performance computing solutions.

AI server demand pushes enterprise SSD prices up 80%; SK Hynix and Solidigm target market leadership by expanding production of high-capacity enterprise SSDs

ADATA Technology, a leading memory module manufacturer, anticipates a rise in memory prices and remains optimistic about the DRAM supply and demand dynamics. The company plans to maintain a conservative inventory policy, focusing on profit margin enhancement as the primary goal for the year.

Despite a sluggish market for EVs and smartphones, Japanese semiconductor equipment manufacturers have reported an 80% increase in operating profits for the second quarter, thanks to robust demand from the AI sector.

Samsung Electronics has confirmed plans to introduce DRAM processing equipment at its P4 facility, with full-scale construction underway. The company aims to commence operations in June next year, focusing on the production of the 6th generation 1c process DRAM, which is yet to be commercialized.

SK Hynix's CEO, Lucas Cho, has stated that the memory chip market will maintain its optimistic outlook for some time, driven by strong demand for high-performance memory chips like HBM, and is expected to stay active until the beginning of next year.

AMD has reported Q2 2024 revenue of $5.8 billion, a 9% increase YoY, with a gross margin of 49% and net income of $265 million. The company's data center business has achieved a record quarterly revenue of $2.8 billion, marking a significant 115% YoY growth, driven by robust sales of the Instinct MI300 GPU and the 4th Gen EPYC CPU. Despite the decrease in semi-custom and embedded business revenue, AMD's AI revenue has surpassed $1 billion, and the company has raised its full-year AI revenue projection to $4.5 billion.

Samsung Electronics is gearing up for the mass production of its fifth-generation High Bandwidth Memory (HBM) chips, the HBM3e, anticipating a significant boost in revenue contribution by year-end.

Samsung Electronics is reportedly adjusting its high bandwidth memory (HBM) production strategy, planning to outsource the assembly and testing process of HBM to its subsidiary STeco. This decision aims to address the shortage of cleanroom space in the backend process and improve STeco's profitability.

In its Q2 earnings report, SK Hynix announced that High Bandwidth Memory (HBM) sales for the year are expected to surge by 300% compared to last year, and it anticipates that shipments in the following year will more than double. The company has completed discussions with key customers regarding HBM production for the next year, indicating that they have received orders and are preparing for production and shipment.

South Korean chipmaker SK Hynix has announced a board resolution to invest approximately 9.4 trillion won (about $67.8 billion) in the construction of the first fabrication facility and business premises of the Yongin Semiconductor Cluster in South Korea. The company aims to start construction in March next year, with completion expected in May 2027, to meet the growing demand for AI-driven semiconductor memory solutions.