Semiconductor News & Analysis Feed

Samsung Electronics has made significant progress in high-bandwidth memory (HBM4) production, with yield reaching approximately 80%, a notable improvement from below 60% when mass production began in February. This advancement positions Samsung more competitively against SK Hynix in the AI memory ma

Cathie Wood's ARK Invest is betting against the current AI memory boom, arguing that companies like Cerebras and Groq can reduce or eliminate the need for high-bandwidth memory (HBM) in AI inference workloads. Wood sees the soaring HBM prices as a signal of inefficiency and an incentive for engineer