Samsung to outsource all of its DRAM manufacturing and focus on HBM production
4 Articles
4 Articles
Analysis suggests that U.S. hyperscalers, which hold the key to the demand for memory semiconductors produced by Samsung Electronics and SK Hynix, have the financial strength to continue investing until 2028. This implies that the demand for artificial intelligence (AI) infrastructure, which has underpinned the strong performance of domestic semiconductor companies, could continue for at least two more years.
Samsung to outsource all of its DRAM manufacturing and focus on HBM production
The AI race is heating up, and so is the demand for hardware required to support it. That's why companies that produce HBM memory chips like Samsung have benefited immensely in the last few years. So it's only logical for Samsung to shift its focus to HBM memory production, as this is the company's best-performing business lately. According to inside sources, Samsung is already in talks with its partners, urging them to finish their DDR5 product…
Samsung plans to increase production of DDR5 memory modules only through contractors
The DRAM market is in crisis precisely because players are eager to produce more expensive and more popular HBMs, while less and less space and resources are allocated to the production of DDR5 and DDR4. Samsung Electronics is now asking its partners to allocate more capacity to produce off-the-shelf DDR5 modules because it itself does […]
Although AI has turned the memory industry around from its trough, the current inability of production lines to meet surging demand is the reason hindering the development of the entire semiconductor and AI industries. Although major memory manufacturers are expanding their investments to increase production capacity, the pace is still slow because investments need time to mature. In addition, other factors make it difficult to expand production…
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