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memory chip industry
Trends
- 1Samsung to more than double HBM4 memory output●Samsung is expected to more than double output of its HBM4 and HBM4E DRAM
Samsung plans to more than double production of its HBM4 and HBM4E high-bandwidth memory DRAM next year, according to industry sources cited by South Korean outlet Sedaily. The expansion targets booming demand from AI chip makers, as Samsung races rivals like SK hynix to supply next-generation memory for processors from Nvidia and other customers.
- 2US lags in memory chips as tariffs complicate catch-up●America Is Behind on Memory Chips--and Tariffs Threaten to Make Things Harder https://www.wsj.com/tech/ai/america-is-beh
The Wall Street Journal reports that the United States has fallen behind in producing memory chips, a critical component for AI and electronics dominated by Asian manufacturers such as Samsung and SK Hynix. The piece argues that tariffs, intended to bolster domestic industry, could raise costs for US chipmakers and equipment buyers, making efforts to rebuild American memory-chip capacity even harder.