SemiVoice

4 months ago

Chinese company announces trial production of HBM2, while HBM3E is here, and HBM4 is close

➀ Tongfu Microelectronics has begun trial production of HBM2 memory, potentially for Huawei AI GPUs.

➁ This marks a significant step for China's domestic industry, despite being behind current HBM standards.

➂ HBM4 is on the horizon and will be featured in NVIDIA's next-gen Rubin R100 AI GPU.

AI AMD HBM Huawei NVIDIA

Hanmi to tune bonders supplied to SK Hynix for HBM

➀ Hanmi Semiconductor has signed a 10.8 billion won deal with SK Hynix for HBM production equipment; ➁ The deal involves tuning bonders supplied by Hanmi to SK Hynix; ➂ Details of the deal were not disclosed.

Chiplet DRAM HBM memory

CEO Interview: Dr. Zeynep Bayram of 35ELEMENTS

➀ 35ELEMENTS致力于通过开发立方氮化镓半导体材料来帮助实现碳中和；➁ 公司计划在两年内在兼容CMOS的Si(100)衬底上扩大其材料规模，并寻求与代工厂的合作；➂ 35ELEMENTS拥有立方氮化镓材料的独家专利，并计划制造高效的光发射器，如创新型绿色发光二极管。

2nm 3D IC 3nm AI AI PC AI chip AMD ASUS Arm CPU Chiplet DRAM Dell EDA EMIB EUV GDDR GPU GaN HBM HPC Infineon Linux NPU NVIDIA PCIe Privacy Raspberry Pi SEMICONDUCTOR SK hynix SSD Switch TI automotive cooling cybersecurity gaming iOS laptop memory microchip monitor software

SK Hynix developing HBM 'faster' than Nvidia’s demand

➀ SK Hynix is developing high bandwidth memory (HBM) faster than customer Nvidia's demand; ➁ SK Group Chairman Chey Tae-won met with Nvidia CEO Jensen Huang at CES 2025; ➂ SK Hynix, as the most valuable subsidiary of SK Group, is manufacturing memory.

DRAM HBM NVIDIA SK hynix

SK hynix has major HBM order to Broadcom: which is making AI chips for Google, Meta, ByteDance

➀ SK hynix is rumored to deliver a significant HBM memory order to Broadcom in 2025; ➁ Broadcom is developing new AI chips for Google, Meta, and ByteDance; ➃ SK hynix will increase its HBM production capacity to meet the demand.

AI Chips Broadcom ByteDance Google HBM Meta SK hynix

What would you do if you were the CEO of Intel?

➀ Intel's shift to a more transparent strategy in technology announcements; ➁ The competition between Intel's PowerVia and TSMC's Super Power Rail; ➂ Andy Grove's philosophy of maintaining a 'healthy amount of paranoia'.

AI Consumer Memory HBM Investment Strategy Market Analysis Micron NAND SEMICONDUCTOR stock market

Consumer memory slowing more than AI gaining

➀ Micron reports revenue and EPS in line with expectations but provides weak guidance; ➁ AI-driven memory demand surges, while consumer memory struggles; ➂ Market concerns over Micron's stock due to the imbalance between AI and consumer memory growth.

AI PC AI laptop Copilot+HBM Micron SEMICONDUCTOR earnings smartphone

Bad news for Copilot+ laptops: AI PC 'supercycle' is a bust already claims one analyst

➀ AI laptops like Microsoft's Copilot+ PCs face uncertain future; ➁ Micron's Q3 earnings weaker than expected; ➂ AI PC and smartphone 'supercycle' not materializing as projected

Broadcom DRAM HBM SEMICONDUCTOR SK hynix

SK Hynix wins large order for HBM from Broadcom

➀ SK Hynix has secured a significant order for HBM from Broadcom; ➁ The chips will be used in an AI computing chip for a major technology company; ➂ The deal is expected to enhance SK Hynix's market position in high-performance memory.

ML and Multiphysics Corral 3D and HBM

➀ 3D design with HBM is critical for advanced semiconductor systems; ➁ Large system designs require multi-chiplet integration; ➂ Multiphysics and ML are essential for optimizing performance and reliability.

3D IC Ansys EDA HBM ML Multiphysics Optimization SEMICONDUCTOR TSMC

Assassinated UnitedHealthcare CEO allegedly used AI to deny sick people coverage

➀ A class-action lawsuit alleges that UnitedHealthcare uses a faulty algorithm to deny patient coverage, filed by two now-deceased individuals. ➁ UnitedHealthcare CEO Brain Thompson was killed in Midtown Manhattan earlier this week, and the suspect is currently on the run. ➂ The lawsuit claims UnitedHealthcare pushed employees to use an algorithm with a 90% error rate to deny coverage.

How Breker is Helping to Solve the RISC-V Certification Problem

➀ The rise of RISC-V cores and the challenges of certification; ➁ The role of Breker Verification Systems in the certification process; ➂ The complexity of certifying RISC-V ISA implementations and the efforts of RISC-V International.

HBM SEMICONDUCTOR SK hynix Wafer Processing memory

YEST to supply eFurnace used in HBM production to SK Hynix

➀ YEST announced that it will supply 11.16 billion won worth of eFurnace to SK Hynix; ➁ The eFurnace is used for purifying wafers and enhancing their electrical properties; ➂ SK Hynix is expected to use the equipment in HBM production.

SK Hynix to provide HBM3E 16H samples in early 2025

➀ SK Hynix is scheduled to provide samples of its Gen 5 HBM, HBM3E 16H, in early 2025; ➁ The HBM3E 16H features 16 stacked DRAM dies and will utilize mass reflow molding technology; ➂ SK Hynix CEO Kwak Noh-jung announced this at an event hosted by SK Group.

DRAM HBM SEMICONDUCTOR memory

trendforce

[News] Samsung Advances Key HBM Supply, Hints at TSMC Partnership

➀ Samsung Electronics reported a better-than-expected profit in its third-quarter earnings, despite a significant decline in profits. ➁ The company highlighted its advancement in high-bandwidth memory (HBM) supply. ➂ Samsung hinted at a potential partnership with TSMC, indicating a strategic move in the semiconductor industry.

HBM SEMICONDUCTOR Samsung TSMC memory partnership

trendforce

HBM Q3 financial results Samsung advanced nodes profit drop yield issues

[News] Samsung’s Chip Division Sees 40% Profit Drop in Q3 as Sales Hit Record High

➀ Samsung's chip division experienced a 40% profit decline in Q3 2024; ➁ Despite this, sales reached a record high; ➂ Concerns over HBM progress and yield issues on advanced nodes were highlighted.

AI memory DRAM HBM SK hynix financial results profit

SK hynix posts record-high Q3 2024 profit, sales of 'explosive' demand of AI memory, HBM, eSSDs

➀ SK hynix posts record-high Q3 2024 profit; ➁ Sales of AI memory, HBM, and eSSDs see 'explosive' demand; ➂ SK hynix solidifies its position as the world's No.1 AI memory technology provider.

trendforce

[News] Google Reportedly Adopts TSMC’s N3P Process instead of 2nm for Tensor G6

➀ Google is rumored to switch to TSMC's N3E process for Tensor G5; ➁ The report also clarifies that Google has chosen not to use 2nm technology for Tensor G6; ➂ The move could impact the competition in the AI and smartphone chip markets.

2nm 3D IC 3nm AI AI PC AI chip AMD ASUS Arm CPU Chiplet DRAM Dell EDA GDDR GPU GaN HBM HPC Infineon Linux NPU NVIDIA PCIe Privacy Raspberry Pi SEMICONDUCTOR SK hynix SSD Switch TI TSMC automotive cooling cybersecurity gaming iOS laptop memory microchip monitor software