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16.04.26 - 10:06
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Samsung pushes HBM4 yields as advanced testing and cutting technologies emerge (Digitimes)
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Samsung Electronics is accelerating efforts to improve yields for its sixth-generation high bandwidth memory (HBM4), as it seeks to narrow the gap with market leader SK hynix. According to Chosun Biz, yields for Samsung's latest 10nm-class 1c DRAM have surpassed the industry's "mature yield" threshold of around 80%, indicating meaningful progress at the wafer level....
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16.04.26 - 09:01
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ASML: SK Hynix, Samsung und TSMC wollen mehr – jetzt kaufen? (Der Aktionaer)
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ASML ist mit überraschend viel Schwung in das neue Jahr gestartet und erzielte Umsatzrekorde bei Maschinen für Speicherchips sowie im Service-Geschäft. Der Anlagenbauer für die Halbleiterbranche profitiert weiterhin von steigenden Investitionen in das Thema KI – vor allem in Südkorea und Taiwan....
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16.04.26 - 07:06
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Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC (Digitimes)
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Tesla has finalized the design of its next-generation AI5 chip, marking a milestone in its in-house semiconductor development. CEO Elon Musk confirmed the tape-out in a post on X, saying the design has been sent to foundry partners for fabrication. Musk also said Tesla is developing follow-on processors, including AI6 and Dojo3....
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15.04.26 - 06:42
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Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply (Digitimes)
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Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand for semiconductor substrates, the move aims to alleviate supply bottlenecks and further strengthen its competitive position. According to Korean media Herald Business and Bloomberg, SEM plans to inject around KRW1.8 trillion into its Vietnam manufacturing subsidiary to expand production of high-value-added ABF substrates. Data from Vietnam's Foreign Investment Agency shows that SEM has obtained an investment registration certificate, with the project targeting the production of ABF substrates for robotics, autonomous vehicles, and AI applications. The project is known as "SEM Vietnam Phase 2."...
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