HBM

CXMT Gains Leverage Over Apple as China's Chip Self-Sufficiency Push Accelerates

Chinese memory maker CXMT has refused Apple's request for a price cut, backed by strong domestic demand from Huawei and Xiaomi, while Samsung and SK hynix explore Chinese equipment to shield their China fabs from US export controls.

4 outlets hardware

SanDisk and SK hynix Release High Bandwidth Flash Specification for AI Inference

SanDisk and SK hynix have published the first technical specification for High Bandwidth Flash (HBF) through the Open Compute Project, positioning the new NAND-based memory tier as a bridge between HBM and enterprise SSDs for AI inference systems.

3 outlets business

CXMT Reportedly Weighs Second Beijing Memory Fab to Expand DRAM Output

China's CXMT is reportedly considering a second DRAM fab in Beijing, seeking government-linked funding as it tries to close the gap left by Samsung and Micron's focus on AI-driven HBM chips.

2 outlets