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FORGOTTEN HISTORY: 6 - The Untold Story

"We are confident" - SK Hynix chief says AI memory market set to boom as demand rises, shrugs off tariff cost fears

SK Hynix projects 30% annual growth in high-bandwidth memory until 2030, mainly driven by AI demand.

TechRadar

Samsung's biggest rival and Sandisk have come together to standardize High Bandwidth Flash memory - which could mean better AI performance for everyone

Sandisk and SK Hynix developing High Bandwidth Flash, a hybrid memory design combining DRAM-like speed with NAND capacity to expand AI performance and efficiency.

TechRadar

SK hynix wants you to buy s’more HBM4 to satisfy your high-tech cravings — company's X account compares cutting-edge stacked memory to summer treat

SK hynix has taken to Twitter/X to compare its delicately stacked HBM4 to some deliciously layered s’mores.

Tom’s Hardware

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SK hynix projects HBM market to be worth tens of billions of dollars by 2030 — says AI memory industry will expand 30% annually over five years

SK Hynix sees the AI-focused High Bandwidth Memory market growing about 30% each year to 2030, approaching $98B. Holding 70% share, it’s banking on custom designs, HBM4, and U.S. expansion to keep its edge—despite looming oversupply, rising competition, and the uncertainty of trade politics.

Tom’s Hardware

Wall Street Has Left Intel for Dead—Here's Why You Shouldn’t

Intel's turnaround is fueled by premier foundry customers, an aggressive AI strategy, and a resurgent core business, offering a compelling value proposition.

MarketBeat

Sandisk and SK hynix join forces to standardize High Bandwidth Flash memory, a NAND-based alternative to HBM for AI GPUs — Move could enable 8-16x higher capacity compared to DRAM

Sandisk and SK hynix have announced they're collaborating on High Bandwidth Flash (HBF)—a potential alternative to traditional, DRAM-based HBM for AI GPUs. Instead of only relying on DRAM, HBF adds NAND to the memory stack, allowing for non-volatility that can cut energy (and thermal) costs, along with upping the storage…

Tom’s Hardware

Trump announces 100 percent tariff on semiconductor imports

US President Donald Trump said the tariff will not impact companies if they have already invested in US facilities.

Al Jazeera

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SK hynix dethrones Samsung to become world's top-selling memory maker for the first time — success mostly attributed to its HBM3 dominance for Nvidia's AI GPUs

SK hynix has overtaken Samsung as the world’s top memory maker in Q2 2025, driven by surging HBM demand from AI accelerators. With over 60% HBM market share and record profits, Hynix signals a shift from commodity DRAM to advanced, AI-optimized memory leadership.

Tom’s Hardware

Samsung reportedly slashes HBM3 prices to woo Nvidia — cuts could put the heat on rivals SK hynix and Micron as company attempts to spur AI turnaround

Samsung is reportedly slashing HBM3E costs to win back Nvidia and challenge rivals SK hynix and Micron. A ZDNet Korea report reveals internal pricing changes and packaging tweaks as Samsung aims to make its AI memory more competitive in a high-stakes battle for dominance in the AI hardware space.

Tom’s Hardware

SK hynix confirms 3GB GDDR7 memory modules are in the works — higher capacity could pave the way for fabled RTX 50 Series Super cards with 24GB VRAM

While aimed at AI accelerators, new 3GB GDDR7 chips could help deliver 18GB and 24GB VRAM GPUs more efficiently

Tom’s Hardware

US Chip Maker Intel Says Revenue Rose As It Cut Ranks

Intel on Thursday posted quarterly revenue that topped market expectations, saying it has cut about 15 percent of its workforce to be "more agile."

International Business Times

3 Catalysts Converge on Intel Ahead of a Critical Earnings Report

Financial discipline, a critically acclaimed new processor, and a major foundry partnership have created positive momentum for Intel ahead of its earnings.

MarketBeat

SK hynix's first PCIe 5.0 SSD is finally available in the U.S., sports impressive performance and pricing — Platinum P51 flaunts speeds up to 14,700 MB/s

SK hynix Platinum P51, the successor to the Platinum P41, is available for purchase in the U.S. market.

Tom’s Hardware

Intel jumps to HBM4 with Jaguar Shores, 2nd Gen MRDIMMs with Diamond Rapids

SK hynix revealed that Intel's upcoming Xeon 'Diamond Rapids' CPUs will adopt 2nd Gen MRDIMMs and its next-generation Gaudi AI accelerator 'Jaguar Shores' will feature SK hynix HBM4 memory.

Tom’s Hardware

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Intel hosts Direct Connect Asia event in Seoul — company tries to lure Samsung Foundry clients in its own backyard

Intel Foundry hosts its first Direct Connect Asia event in Korea, targets local chip designers, automotive industry.

Tom’s Hardware

New US restrictions could prevent leading chip manufacturers from installing chipmaking tools in their China fabs — TSMC, Samsung, and SK hynix potentially impacted

The U.S. government may cancel a program for multinational chipmakers, with impacts to firms like Samsung, SK hynix, and TSMC which operate in China.

TechRadar

Softbank and Intel want to rival Samsung and SK Hynix with HBM memory alternative but I don't think they will succeed - Here's why

SoftBank and Intel plan new AI memory chip to challenge Samsung and SK Hynix dominance in HBM.

Tom’s Hardware

RTX 5050 could use the same 20 Gbps GDDR6 VRAM as the RX 9070 XT and RTX 4070 — Nvidia's budget card to leverage fastest GDDR6 possible

A new leak suggests Nvidia will be using the fastest mass-produced version of GDDR6 for the RTX 5050, capable of running at 20 Gbps. These modules are the same ones powering the RX 9070 series and the RTX 4070 GDDR6.

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PC Gamer

Some RX 9070 XTs are reportedly slightly slower than others thanks to Samsung GDDR6 memory chips

Very slightly, admittedly.

Tom’s Hardware

AMD RX 9070 XT GDDR6 sources have a small effect on performance — testing reveals 1 - 2% delta

Bilibili hardware tester finds discrepancies between SK hynix and Samsung memory across Radeon 9070 XT models

Tom’s Hardware

SMI CEO says no PCIe 6.0 SSDs for PC 'until 2030', Nvidia demands SSDs with 100 million IOPS — Wallace C. Kou on the future of SSDs

The CEO of Silicon Motion discusses the prospects of independent developers of SSD controllers, PCIe 6.0 SSDs, PLC 3D NAND, and other exotic types of non-volatile memory, as well as why NAND makers are poised to continue using controllers from third parties.

Tom’s Hardware

CHIPS Act beneficiaries 'mired in NIMBY fights and two-year permits' — delays to Micron, Amkor, and SK hynix NY fabs costing $5M per day

Several major U.S. semiconductor projects — including Amkor’s packaging plant in Arizona, Micron’s $100B DRAM fab in New York, and SK hynix’s HBM site in Indiana — are facing delays or opposition due to environmental reviews and local protests.

Tom’s Hardware

Nvidia RTX 5050 won't use GDDR7 memory— entry-level GPU tipped to use Samsung & SK hynix GDDR6 modules instead

A media outlet has reportedly received confirmation from Nvidia's board partners that the upcoming RTX 5050 will receive GDDR6 memory rather than GDDR7.

Tom’s Hardware

Alienware releases a PC Lego set — Area-51 kit has 318 bricks, builds NUC NUC-sized PC

Alienware has added a tiny NUC-sized PC to its roster - but it's a Lego kit.

Tom’s Hardware

CAMM2 and modules smile to the camera, but do not expect them on the market soon

Multiple makers of enthusiast-grade DRAM modules showcased CAMM2 memory at Computex 2025, but there are doubts about its adoption due to uncertain motherboard support and trade-offs compared to traditional DIMMs.

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