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U.S. government considers annual permits for Samsung and SK hynix to supply equipment to their Chinese fabs

The U.S. plans to replace Samsung and SK hynix's indefinite export permissions for chipmaking tools with annual site-specific licenses, a move that adds regulatory complexity but avoids disrupting memory fab operations in China and the global DRAM and NAND supply chain.

Tom’s Hardware

SK hynix claims world's first High NA EUV machine for 'mass production' of cutting edge chips, beating Intel to the punch

A Twinscan EXE:5200B lithography system has been set up in a South Korean fab.

PC Gamer

Intel’s old NAND plant in China is now officially registered as SK hynix after US imposes new sanctions that limit fab upgrades in China

According to Chinese registry filings, the plant's name officially changed to reflect its ownership by SK hynix on September 1.

Tom’s Hardware

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New 3D-stacked memory tech seeks to dethrone HBM for AI inference — d-Matrix claims 3DIMC will be 10x faster and 10x more efficient

Santa Clara-based startup d-Matrix looks to replace HBM in AI inference with 3DIMC, or 3D digital in-memory-compute. The company's goals for the tech are to create a memory chip that is 10x more efficient and 10x faster than HBM in AI inference tasks.

Tom’s Hardware

TSMC, the biggest semiconductor manufacturer in the world, has special export privileges revoked as US continues to crack down on Chinese importers

There goes my hardware budget.

PC Gamer

US restricts TSMC chip supply shipments to China as tech race heats up

The Trump administration is revoking TSMC’s licence to ship products freely from the US to China, effective on 31 December.

Euronews

ASML and SK hynix assemble industry-first 'commercial' High-NA EUV system at fab in South Korea

SK hynix is the first memory maker to assemble ASML's High-NA EUV lithography system NXE:5200B at its M16 fab in Icheon to use it for R&D of next-generation process technologies before transitioning to full High-NA-based production later this decade.

Tom’s Hardware

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U.S. gov't revokes TSMC's authorization to ship tools to its fabs in China — special export license to be pulled by end of 2025

The U.S. will revoke TSMC’s special export license for its Nanjing Fab 16 by the end of 2025, potentially disrupting its 16nm and 28nm-class operations and shifting Chinese customer demand toward rivals like SMIC and HuaHong. However, SMIC vows to ensure uninterrupted operations of its Chinese fabs.

Tom’s Hardware

Taiwan Semiconductor Faces New Export Curbs As US Revokes Nanjing Authorization

The U.S. has revoked Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) authorization to freely ship critical equipment to its Nanjing, China, facility.

Benzinga

Samsung and SK Hynix, the world's biggest makers of DRAM and flash memory chips, have potentially lost the right to buy US equipment for use in their China-based factories

It's not a big problem at the moment, but don't be surprised if, at the end of it all, you'll just be paying more for your PC parts.

PC Gamer

US Revokes Chip Production Permissions For Samsung, SK Hynix, Intel In China—Beijing 'Opposes' Move

The U.S. has revoked the authorizations that allowed Samsung (OTC:SSNLF) and SK Hynix to receive American semiconductor manufacturing equipment in China.

Benzinga

Intel, Samsung, and SK hynix hit by another abrupt US policy change — government revokes waivers for advanced chipmaking tools at companies' China-based fabs

The U.S. government has revoked export waivers that allowed Intel, Samsung, and SK hynix to ship advanced chipmaking tools to their Chinese facilities, forcing them to seek licenses within 120 days or risk operational disruption.

Tom’s Hardware

A win for consumers? SK Hynix confirms it will bring industry's first 300+ layer QLC NAND to PCs first before moving to enterprise - but don't expect cheap 8TB SSDs anytime soon

SK Hynix announces world’s first 321-layer QLC NAND with plans for PC SSDs launch ahead of enterprise storage and AI data center applications.

TechRadar

SK Hynix's 'world first' 321-layer QLC flash memory chips, boasting 100% faster transfer speeds and up to 56% greater write performance, will be in gaming PCs next year

This could be the turning point where we all stop going 'Eww' when we see a QLC SSD.

PC Gamer

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Tom’s Hardware

SK hynix announces mass production of its 2Tb 3D QLC NAND — cheaper high-capacity consumer drives and 244TB enterprise SSDs incoming

SK hynix kicks off mass production of its 321-layer 2Tb QLC NAND, offering higher speed and efficiency at lower cost and paving the way for cheap multi-terabyte client SSDs and ultra-high-capacity enterprise drives of up to 244TB.

Benzinga

SoftBank Shares Plunge Over 7% In Tokyo After $2 Billion Intel Bet As Asian Tech Stocks Tumble Following Nvidia-Led US Sell-Off

On Wednesday, SoftBank Group (OTC:SFTBF) (OTC:SFTBY) shares fell sharply in Tokyo as investors reacted to its $2 billion investment in Intel Corp (NASDAQ:INTC), with broader Asian technology stocks sliding in tandem after a U.S. market pullback led by Nvidia Corporation (NASDAQ:NVDA).

TechRadar

"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.

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Tom’s Hardware

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

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.

MarketBeat

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.

Tom’s Hardware

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…

Al Jazeera

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.

Tom’s Hardware

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.

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