SK hynix
CXMT's HBM Chips Reportedly Stuck at 25% Yield, South Korean Media Say
Chinese memory maker CXMT is said to be struggling with HBM production yields of around 25%, according to South Korean media reports cited by TechPowerUp and Wccftech, as the company works to master through-silicon via (TSV) stacking technology.
2 outletsHardwareReports Diverge on TSMC's Hybrid Bonding Plans as Industry Weighs Microbumps Against Newer Packaging Tech
A report citing supply chain sources says TSMC is holding off on hybrid bonding in favor of smaller microbumps, even as other reporting shows TSMC, Intel and AMD already shipping hybrid-bonded chips and the memory industry debates when the technology will reach HBM.
3 outletsBusinessMemory Chip Prices Surge Past Chipset Costs Amid AI-Driven Shortage
A global memory shortage fueled by the AI infrastructure boom has sent DRAM and NAND flash prices soaring, making memory the most expensive component in smartphones and pushing prices to levels comparable to gold.
1 outletBusinessSK hynix Breaks Ground on First U.S. HBM Packaging Plant in Indiana
SK hynix has held a groundbreaking ceremony for a $4 billion advanced packaging and testing facility for high-bandwidth memory in West Lafayette, Indiana, with mass production targeted for the second half of 2029.
2 outletsBusinessYMTC Targets Top Spot in Global NAND Market by 2027 Ahead of Shanghai IPO
Chinese memory maker YMTC has told investors it aims to overtake Samsung and SK hynix to become the world's largest NAND flash producer by the end of 2027, as it prepares a multibillion-dollar IPO on the Shanghai Stock Exchange.
2 outletsBusinessNvidia Posts Record $96 Billion Quarter, Projects Vera Rubin to Drive Fastest Product Ramp in Company History
Nvidia's fiscal Q2 2027 results show record revenue and data center sales, while the company signals its new Vera Rubin platform could account for 20% of data center revenue next quarter. The results come alongside massive supply commitments and new financing guarantees tied to an OpenAI-linked data center project in Ohio.
3 outletsHardwareChipmakers Race to Solve AI's Growing Memory Bottleneck as Costs Surge for Buyers
At Hot Chips 2026 and in recent industry disclosures, memory and chip companies described an intensifying 'memory wall' problem in AI computing, with rival approaches from d-Matrix, SK Hynix, Samsung, Micron, and Rapidus aiming to close the gap—while Nvidia has reportedly told customers to expect double-digit price increases on AI servers due to memory supply constraints.
3 outletsBusinessYMTC Vaults to Third Place in Global NAND Market, But Revenue Lags Behind Shipment Share
Counterpoint Research's Q2 2026 tracker shows China's YMTC has broken into the world's top three NAND flash makers by shipments, though its consumer-heavy product mix leaves it ranked fifth in revenue as the industry pivots hard toward enterprise SSDs.
3 outletsBusinessSK hynix's Solidigm Resumes China Expansion, Weighs NASDAQ IPO
SK hynix's NAND subsidiary Solidigm is restarting investment in its Dalian, China fab after a four-year pause, aiming to boost output by 50% by 2027, while SK hynix reportedly considers listing shares of Solidigm on NASDAQ.
2 outletsHardwareCXMT-Based Colorful DDR5 Memory Hits 8800 MT/s on AMD X870E Platform
Chinese memory maker CXMT's DDR5 chips, used in Colorful's iGame Shadow II kits, reached 8800 MT/s on AMD's X870E platform, matching speeds previously seen only on Intel's Z890 platform and narrowing the gap with industry leader SK hynix.
2 outletsHardwareRAM Crisis Reshapes Hardware Market as Prices Hit 2007 Levels, Vendors Cut Configurations
A surge in AI-driven memory demand has pushed DRAM prices back to historical lows not seen in nearly two decades, prompting device makers to scale back RAM configurations and Microsoft to revise its Windows 11 guidance — even as reports surface of a company destroying dozens of functional MacBook Pro units.
2 outletsBusinessAI-Driven RAM Shortage Pushes Up Prices Across Electronics, With No Relief Until 2027 or Later
A global shortage of memory chips, driven by demand from AI data centers, is raising prices on everything from Roku streaming devices to Apple products, with manufacturers warning the crunch could persist through 2027 or 2028.
4 outletsBusinessSony Reaffirms Plan to End PS5 Disc Production by January 2028 Despite Fan Backlash
During its FY26 Q1 earnings call, Sony confirmed it will stop manufacturing physical PlayStation game discs starting January 2028, with CFO Lin Tao saying the company will 'cautiously move forward' despite widespread criticism from gamers.
3 outletsHardwareNvidia RTX 50 Series Prices Jump Up to 30% in South Korea Amid Memory and Wafer Cost Hikes
South Korean importers and distributors report price increases of up to 30% on Nvidia's GeForce RTX 50 series graphics cards, driven by rising GDDR7 memory costs and TSMC wafer price hikes, with the flagship RTX 5090 seeing the steepest jump.
2 outletsHardwareSanDisk 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 outletsBusinessCXMT's Rapid Growth and Expanding Reach Signal Shift in Global Memory Market
Chinese memory maker CXMT posted explosive revenue growth in Q2, advanced its LPDDR6 chip production, and reportedly gained footholds with PC makers like HP, Asus, and Acer, as the global memory shortage reshapes the industry.
3 outletsBusinessCXMT 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.
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