TL;DR: SK hynix is advancing its next-generation 1c DRAM using over five EUV layers, enhancing 16Gb DDR5 DRAM production with planned investments starting late 2024. The company is also preparing for ...
Despite a 22% drop in the last six months, I remain bullish on Applied Materials due to strong AI-driven DRAM demand. The AI era's rapid expansion is supercharging DRAM needs, positioning AMAT well ...
Applied Materials AMAT is seeing improving conditions in the Dynamic Random Access Memory (DRAM) market, which could support its next phase of growth. While overall spending on semiconductor equipment ...
Samsung Electronics and SK hynix are taking sharply different approaches in their bid to lead the 10-nanometer-class sixth-generation DRAM segment (1c, 11–12 nanometer-class), the latest battleground ...
AI workloads are pushing the boundaries of compute, memory, and interconnect architectures, and to meet these goals, manufacturers are rapidly accelerating advanced logic and DRAM development. Chief ...
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