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… Samsung & SK hynix Could Come Under the Scope of New "Memory Tariffs" If DRAM Production Gets Targeted American manufacturing has been a priority of the Trump administration, particularly in high-value segments such as semiconductors and AI. …
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… But South Korean memory companies have no plans to set up newer facilities in Japan, and SK hynix has even denied claims of having a DRAM supply chain in the region. …
… High memory prices driven by tightness in the memory production market have also led to PC manufacturers pulling their orders forward . The high demand from the AI sector and power management industry can cause foundry revenue to touch another high in the second quarter, TrendForce adds. …
… Interestingly, Jensen also showcased a new memory platform , called "Inference Context Memory Storage Platform", which is a new class of AI-focused storage that will also likely take up DRAM wafers. …
… Samsung's HBM4 Modules Are Claimed to Be at a 90% Logic Yield, Making Mass Production Inevitable HBM4 is one of the most 'prestigious' computing essentials in the modern-day markets, mainly since the memory module will be responsible for scaling up AI performance. …
… And to ensure AMD can fulfill customer demand, Lisa Su appears determined to bring supply chain partners on board. One of the more important meetings is with Samsung's Chairman Jay Y. Lee, where the focus would likely be on discussing memory and semiconductors. …
… According to The Korea Herald, the company aims to introduce a ‘hybrid’ semiconductor production system that can seamlessly switch between advanced logic chips and memory to diversely sate the requirements of various customers. …
… Related Story AMD’s Lisa Su Flies to South Korea Next Week to Secure Memory in a Market Where NVIDIA’s CEO Calls Scarcity “Fantastic” Under the MOU, Samsung and AMD will align on primary HBM4 supply for the next-generation AMD AI accelerator, the AMD Instinct MI455X GPU, as well as advanced DRAM so… …