Latest about SK Hynix
SK hynix confirms 3GB GDDR7 memory modules are in the works
While aimed at AI accelerators, new 3GB GDDR7 chips could help deliver 18GB and 24GB VRAM GPUs more efficiently
China's CXMT reportedly delays mass production of DDR5 chips to late 2025
Quality is on par with Nanya, but yields are around 50%.
DRAM prices are about to skyrocket — DDR4 and GDDR6 among formats that could increase in price by up to 45%
And that's without new tariffs on products from Japan and South Korea.
U.S. imposes 25% tariffs on all products from Japan and South Korea
They'll take effect from August 1
New US restrictions could prevent leading chip manufacturers from installing chipmaking tools in their China fabs
The U.S. government may cancel a program for multinational chipmakers, with impacts to firms like Samsung, SK hynix, and TSMC which operate in China.
Micron starts to ship samples of HBM4 memory to clients — 36 GB capacity and bandwidth of 2 TB/s
Micron has become the first DRAM vendor to begin sampling 36GB HBM4 memory with a 2048-bit interface and 2TB/s bandwidth.
CHIPS Act beneficiaries 'mired in NIMBY fights and two-year permits'
An expensive delay
DDR4 prices continue to surge
'Rapid spike' in DDR4 spot pricing precipitated by manufacturer phase out plans, US-China tensions, and market uncertainties.
