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Samsung Explores a NAND Style Route for Future DRAM While SK hynix Pushes 4F² Vertical Gate Design in the Race for AI Memory Leadership
Semiconductor Angel Morales 5/9/26 Semiconductor Angel Morales 5/9/26

Samsung Explores a NAND Style Route for Future DRAM While SK hynix Pushes 4F² Vertical Gate Design in the Race for AI Memory Leadership

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SK hynix Verifies 12 Die Hybrid Bonded HBM Stack As HBM4 Packaging Race Accelerates, But Yield Remains Undisclosed
Semiconductor Angel Morales 4/29/26 Semiconductor Angel Morales 4/29/26

SK hynix Verifies 12 Die Hybrid Bonded HBM Stack As HBM4 Packaging Race Accelerates, But Yield Remains Undisclosed

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NVIDIA Taps Taiwan’s Nanya Technology for Vera Rubin LPDDR5X Memory as Agentic AI Drives CPU Demand
AI, Semiconductor, Hardware Angel Morales 4/28/26 AI, Semiconductor, Hardware Angel Morales 4/28/26

NVIDIA Taps Taiwan’s Nanya Technology for Vera Rubin LPDDR5X Memory as Agentic AI Drives CPU Demand

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Samsung Breaks the 10nm DRAM Barrier With New 4F Cell Structure That Could Boost Density by Up to 50%
Semiconductor, Hardware Angel Morales 4/28/26 Semiconductor, Hardware Angel Morales 4/28/26

Samsung Breaks the 10nm DRAM Barrier With New 4F Cell Structure That Could Boost Density by Up to 50%

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3D X DRAM Moves Closer to Reality as a High Density HBM Alternative for AI Memory
Semiconductor, Hardware Angel Morales 4/27/26 Semiconductor, Hardware Angel Morales 4/27/26

3D X DRAM Moves Closer to Reality as a High Density HBM Alternative for AI Memory

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DeepSeek V4 Targets the AI Memory Shortage With Lower KV Cache Demands, But Performance Tradeoffs Remain a Key Question
AI Angel Morales 4/27/26 AI Angel Morales 4/27/26

DeepSeek V4 Targets the AI Memory Shortage With Lower KV Cache Demands, But Performance Tradeoffs Remain a Key Question

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Google TurboQuant Will Not Solve the AI Memory Crunch as Rising Efficiency Keeps Expanding Overall Demand
Semiconductor, Hardware Angel Morales 4/24/26 Semiconductor, Hardware Angel Morales 4/24/26

Google TurboQuant Will Not Solve the AI Memory Crunch as Rising Efficiency Keeps Expanding Overall Demand

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Dell CEO Warns AI Memory Demand Could Reach “Unimaginable” Levels by 2028 as Supply Constraints Continue to Tighten
AI, Hardware Angel Morales 4/10/26 AI, Hardware Angel Morales 4/10/26

Dell CEO Warns AI Memory Demand Could Reach “Unimaginable” Levels by 2028 as Supply Constraints Continue to Tighten

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Samsung’s HBM4 Modules Reportedly Achieve 90% Logic Yield, Signaling Imminent Mass Production
Semiconductor Angel Morales 10/23/25 Semiconductor Angel Morales 10/23/25

Samsung’s HBM4 Modules Reportedly Achieve 90% Logic Yield, Signaling Imminent Mass Production

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SK hynix Unveils World's First HBM4 at TSMC 2025 Symposium, Showcasing 2.0 TB/s Bandwidth and 16-Hi Stack Design
Semiconductor, Announcement Angel Morales 4/29/25 Semiconductor, Announcement Angel Morales 4/29/25

SK hynix Unveils World's First HBM4 at TSMC 2025 Symposium, Showcasing 2.0 TB/s Bandwidth and 16-Hi Stack Design

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SK hynix Demonstrates Unmatched AI Memory Innovations at NVIDIA GTC 2025
AI, Hardware, GTC 2025 Angel Morales 3/22/25 AI, Hardware, GTC 2025 Angel Morales 3/22/25

SK hynix Demonstrates Unmatched AI Memory Innovations at NVIDIA GTC 2025

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SK hynix Secures $458M CHIPS Act Funding for New AI Memory Packaging Plant in Indiana
Angel Morales 12/21/24 Angel Morales 12/21/24

SK hynix Secures $458M CHIPS Act Funding for New AI Memory Packaging Plant in Indiana

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