THE CHOSUNILBO on MSN12 小时
Samsung, SK Hynix face new threat as China’s CXMT targets HBM market
China’s leading memory chipmaker, ChangXin Memory Technologies (CXMT), is pushing into the high-bandwidth memory (HBM) market ...
Digi Times12 小时
SK Hynix, Samsung see exports of multi-chip packages fall in January 2025
South Korean memory makers SK Hynix and Samsung Electronics both saw their exports of multi-chip packages (MCP) fall ...
Samsung HBM roadmap shows Google could become Nvidia's fiercest competitor in AI by 2026 ...
The HBM space is currently dominated by South Korean memory giant SK Hynix and its chief rival (and neighbor) Samsung, ...
腾讯网6 小时
HBM暴跌，前景堪忧？
不过，挑战依然存在。三星电子高管指出，尽管2024年第四季度HBM销售额实现了190%的环比增长，但仍未达到预期水平。尽管如此，三星电子仍对HBM市场的未来发展持乐观态度，并预计需求将在2025年第二季度恢复增长。为此，公司已设定目标，即今年HBM的 ...
腾讯网6 小时
今年，还要抢GPU？
由于日益加剧的地缘政治和经济不确定性，台积电的先进封装路线图在2024年经历了多次调整。根据台积电的最新规划，2024年CoWoS的月产能预计为35,000片，到2025年将增加一倍，达到75,000片，预计2026年将进一步增至135,000片。