➀ SK Hynix surpassed Samsung in Q2 2025 with $9.66B memory revenue (36.2% market share), marking its first leadership since 1983.

➁ Dominance driven by HBM3/HBM3E supply for NVIDIA's AI GPUs, while Samsung faced delays and price cuts in the HBM race.

➂ The shift signals AI-centric demand reshaping memory industry profits, with SK Hynix advancing HBM4 R&D and Samsung seeking AMD/startup partnerships.

➀ SK Hynix unveiled a UFS 4.1 storage solution using 321-layer 4D NAND flash, marking the industry's highest layer count;

➁ It delivers 4300MB/s read speed, 15%-40% faster random operations, 7% power efficiency improvement, and ultra-thin 0.85mm design for AI smartphones;

➂ The 1Tb TLC chip will expand to SSDs, strengthening SK Hynix's position as a full-stack AI memory provider.

➀ The SK Hynix Beetle X31 is a compact 2TB external USB SSD offering read/write speeds up to 1050/1000 MB/s via USB 3.2 Gen2;

➁ Positioned in the $140-$155 range, it competes with SanDisk Extreme, Crucial X9 Pro, and Samsung T7 series;

➂ Features aluminum and silicone casing for durability, includes dual USB cables, but has mixed aesthetic appeal compared to rivals.

➀ The global memory market reached $170 billion in 2024, with DRAM sales at $97 billion and NAND sales at $68 billion, while HBM is projected to grow rapidly, doubling to $34 billion in 2025;

➁ Chinese companies CXMT and YMTC intensified competition by launching cost-effective DDR3/DDR4 and advanced 3D NAND chips, prompting global players to accelerate DDR5 and HBM development;

➂ SK Hynix leads the HBM market (54% share) through partnerships like NVIDIA, while Samsung and Micron ramp up HBM3E production to secure AI-driven growth.

➀ Semiconductor Intelligence releases the list of the top 16 semiconductor companies in Q1 2025, highlighting industry leadership trends;

➀ The article is part of David Manners' 'Ten Best...' series, offering insights into key semiconductor market players;

➂ Included are recommended reads on enterprise WLAN, AR/VR headsets, and supply chain developments, emphasizing broader tech industry shifts.

➀ Top NAND suppliers saw significant Q1 2025 declines: ASP (-15% q-o-q), units (-7%), and revenues (-24%);

➀ Samsung, Hynix, Micron, and Kioxia reported revenue drops of 25%, 35.5%, 11%, and 27.9% respectively;

➂ SanDisk plans to prioritize QLC product shipments to improve profitability amid slight ASP and shipment declines.

➀ G.Skill、Kingston和TeamGroup在Computex 2025展会上展示了面向发烧友的CAMM2 DDR5内存模块，最高频率达到DDR5-10000；

➁ CAMM2凭借更短的电气路径和128位总线宽度提高了信号完整性和密度，但主板厂商尚未确定支持该规格的产品上市时间；

➂ 尽管CAMM2在笔电和工作站领域逐渐普及，其桌面生态仍处于萌芽阶段，未来可能成为高端PC细分市场的新选择。

➀ DRAM and NAND prices surged 27% in May, marking two consecutive months of over-20% increases.

➀ The spike is driven by global companies stockpiling chips to avoid tariffs announced by Trump, with a 90-day tariff grace period creating market uncertainty.

➂ Major DRAM manufacturers like Samsung, Micron, and SK Hynix are phasing out DDR4 production, while Chinese firms also reduce supply, further escalating pricing pressures.

➀ Q1 2025 semiconductor revenues reached $167.7 billion, up 18.8% YoY but down 2.8% QoQ, with mixed performance among major companies—NVIDIA rose 12% while STMicroelectronics and Kioxia saw >20% declines;

➁ Economic uncertainty and tariffs are dampening outlooks, though AI demand boosts NVIDIA and memory firms (e.g., SK Hynix expects 14.6% Q2 growth), while automotive and smartphone markets slow;

➂ Semiconductor Intelligence forecasts 7% 2025 growth, citing tariff risks potentially lowering TechInsights' projection from 14% to 2%, with weakness likely extending to 2026.

➀ The G.Skill Trident Z5 CK DDR5-8800 C42 delivers cutting-edge DDR5-8800 speeds, optimized for Intel's Core Ultra 200S processors;

➁ Built with SK Hynix M-die ICs and CUDIMM design, it excels in stability and overclocking but faces compatibility issues with AMD platforms;

➂ Despite its premium price, it remains a top-tier choice for enthusiasts pursuing extreme performance.

➀ G.Skill 推出了一款容量高达 128GB 的 DDR5 内存套件，由两个 64GB 模块组成，可在 AMD Ryzen 系统上运行在 DDR5-8400 的频率下。

➁ 这款内存套件使用了高性能的 SK hynix DDR5 IC，旨在为内容创作者、研究人员和专业人士提供更高的性能和容量。

➂ G.Skill 在 ASUS ROG Crosshair X870E Apex 主板和 AMD Ryzen 9 9950X3D 处理器上验证了这款内存套件，但价格可能接近 500 美元。

➀ A prototype for an E-Bike terminal has been developed at the Hochschule Karlsruhe (HKA) as part of a project aiming for sustainable mobility;

➁ The terminal is constructed primarily from renewable resources (wood) and is designed to be replicable in other locations;

➂ The project includes a solar power system to charge the E-bikes and features social components such as a meeting point for students and staff.

➀ MinebeaMitsumi has announced a tender offer to acquire thermistor specialist Shibaura Electronics to save it from a hostile takeover bid from Taiwan's Yageo Corp.;

➁ Shibaura Electronics, with a 13.5% world market share in thermistors, is a key player in vehicles, wind turbines, and industrial robots;

➂ Yageo Corp. plans to make a takeover bid on May 7th, offering $29 per share, but MinebeaMitsumi is offering $31 per share, totaling $485 million for the company.

➀ Ed在日记中透露，关税问题让他感到自豪，他预见到这将是Liz Truss故事的翻版，并相应地应对。

➁ 到周二晚上，关税已使全球股市价值蒸发10万亿美元，而到周四早上，股市又上涨了6万亿美元。

➂ 所有金融人士都说，当政府债券开始抛售时，总统将改变方向，就像Liz在她预算后大量出售金边债券时那样。

➀ The newly imposed U.S. import duties are likely to significantly increase the cost of storage devices due to their impact on HDD and SSD manufacturers.

➁ HDD manufacturers like Seagate, Toshiba, and Western Digital have complex supply chains with production in various countries, making them susceptible to high tariffs on Chinese-made drives.

➂ SSD manufacturers face challenges due to the 'country of origin' rules, potentially leading to increased costs if they are not assembled in countries exempt from tariffs.

➀ Hamamatsu Photonics Europe has launched NZConnectMD Scan, an image acquisition platform for digital pathology workflows.

➁ The software allows for centralized control of multiple NanoZoomer MD Series scanners.

➂ Key features include barcode-based slide tracking, workflow balancing, and space optimization.

➀ U.S. President Donald Trump has signed an executive order to create the United States Investment Accelerator Office;

➁ The office aims to negotiate better deals for taxpayers;

➂ There are concerns about the impact on existing contracts and awards.

➀ Tariffs have encouraged US memory buyers to get their orders in Q1, reducing inventories;

➁ DRAM prices expected to fall 0-5% QoQ in Q2, with HBM pricing to rise 3-8% due to HBM3e shipments;

➂ Samsung's HBM qualification progress slower than expected, but no significant capacity shift back to DRAM;

➃ SK hynix focusing on server and mobile DRAM, limiting PC DDR5 supply;

➄ DDR4 prices weak due to consumer demand and capacity expansion, with PC DRAM prices expected to remain flat QoQ in Q2;

➅ Server DRAM demand driven by top North American CSPs and AI server investment in China, with DDR5 prices expected to stabilise in Q2;

➆ Mobile DRAM demand improved, with LPDDR4X supply ample but prices expected to decline modestly;

➇ GDDR7 demand from next-gen graphics cards, with prices expected to hold flat or slightly down due to tight supply;

➈ GDDR6 prices expected to decline 3-8%, with suppliers bundling to stabilise pricing and clear inventory;

➉ Consumer DRAM seeing more aggressive purchasing, with DDR4 contract prices expected to rise 0-5% in 2Q25, and DDR3 prices likely to remain flat.

➀ A student at the University of Applied Sciences in Hagen, Melanie Welp, has developed a contactless timing system for Paralympic swimming to prevent injury from head impacts.

➁ The prototype uses an ultrasonic sensor to measure the time at six meters and 50 centimeters before the edge of the pool.

➂ The system has been tested and shown to be possible without causing injury to swimmers.

➀ A trawler caught 7 1/2 times as much fish as with conventional driftnet methods using new electronic fish-finding equipment developed by Kelvin and Hughes (Marine) limited;

➁ The story dates back to 65 years ago, when CERES (Combined Echo Ranging Echo Sounding) equipment was introduced;

➂ CERES combined echo-ranging and echo-sounding to improve fishing efficiency.