HBM technology

Industry Trends in Storage Chips: Triple Logic Resonance Initiates a New Cycle of Volume and Price Growth

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Industry Trends in Storage Chips: Triple Logic Resonance Initiates a New Cycle of Volume and Price Growth

Industry Trends Core Insights Industry Trend: The AI revolution is reshaping storage value, with structural upgrades driving growth. The global storage industry is undergoing a historic transformation from cyclical fluctuations to technology-driven growth. The explosive demand for AI is driving exponential increases in storage performance and capacity requirements. HBM technology, with its high bandwidth characteristics, … Read more

Market Trends in Storage Chips: Eight Outstanding Companies

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Market Trends in Storage Chips: Eight Outstanding Companies

Recent trends in storage chips include three major developments: Surging demand for enterprise-grade NAND drives prices upward, as AI servers accelerate the shift of high-density storage capacity towards the enterprise market; Accelerated iteration of HBM technology, with SK Hynix and Naver Cloud collaborating on a near-memory computing architecture chip that has entered the prototype testing … Read more

SK Hynix CEO Warns: Semiconductor Market May Face Severe Turbulence in the Second Half of 2025

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SK Hynix CEO Warns: Semiconductor Market May Face Severe Turbulence in the Second Half of 2025

SK Hynix CEO Warns: Semiconductor Market May Face Severe Turbulence in the Second Half of 2025 At the recent quarterly executive communication meeting held at the Icheon campus in South Korea, SK Hynix CEO Lee Seok-hee issued a warning to all employees. This internal meeting, named “THE Communication Event,” was live-streamed to all of the … Read more

Trillion-Dollar Market! Accelerating Explosion! In-Depth Analysis of AI Computing Power Chip Industry Development! 2025

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Trillion-Dollar Market! Accelerating Explosion! In-Depth Analysis of AI Computing Power Chip Industry Development! 2025

As the generative AI wave triggered by ChatGPT sweeps across the globe, artificial intelligence is undergoing a paradigm revolution from “tool rationality” to “general intelligence”. The underlying support for this revolution is the continuous breakthroughs in computing power chips in terms of architecture innovation, performance boundaries, and ecosystem construction. From the enhancement of single-core performance … Read more