vilsion, Aug, 15, 2025  — SK Hynix is heavily betting on the artificial intelligence boom, hoping to drive its continued growth in the second half of 2025. This South Korean chip manufacturer expects strong demand to continue driven by large-scale artificial intelligence model training, autonomous artificial intelligence projects, and new product releases. SK Hynix plans to double its HBM sales by 2025, thanks to strong demand for its already mass-produced HBM3E chip. The company is still preparing for the next generation product HBM4, with the goal of achieving commercial launch in 2026 after distributing early samples in March of this year. In addition to HBM, SK Hynix also plans to begin shipping LPDDR...

vilsion, Jul, 10, 2025  — Digital semiconductors: Digital chips contain multiple product types, in simple terms, they are the "brains" of various devices - processors of different speeds and complexities. For example, central processing units (CPUs, such as Intel and Apple products) in personal computers and smartphones, graphics processing units (GPUs, such as Nvidia products) used for artificial intelligence and graphics processing, and microcontrollers (MCUs) suitable for various devices.   Analog semiconductor: Analog semiconductor is a broad category that typically refers to chips capable of processing real-world/waveform signals.   Memory (not covered in this analysis): Memory is used to store information rather than process it. The most common memory products include NAND (a type of flash memory) and DRAM (a type of random access memory).   Optoelectronics/discrete devices/sensors (not covered in this analysis): These products include image sensors, laser diodes, light emitting diodes (LEDs), various sensors (such as pressure/temperature sensors, etc.), as well as single components such as diodes or unintegrated transistors.

vilsion, Jun, 24, 2025  — The spot price of DDR4 continues to soar, and the DDR4 16GB chip is priced about twice as expensive as the more advanced specification DDR5, which has the same 16Gb capacity. This is the first time in DRAM history that the previous generation product has been priced 100% higher than the latest specification. According to statistics, the spot price of DDR4 has risen by about 50% in just two weeks, and the prices of various capacities have more than doubled since the beginning of this season. South Asia Technology is now the world's largest DDR4 supplier, enjoying the benefits of skyrocketing quotes, and Huabang has also benefited. Industry insiders bluntly stated that alt...