<span style='color:red'>SK</span> hynix Reportedly Pulls Forward HBM4E Sample Timeline, Eyeing June–July Shipments to Key Customers
  Samsung announced the start of HBM4E sampling in late May and later unveiled an HBM5 mock-up for the first time at COMPUTEX 2026. Against this backdrop, rival SK hynix is also stepping up its next-generation HBM push, with South Korean media outlet Newsis reporting that the memory giant has secured positive results in HBM4E development and is nearing sample shipments to key customers.  Notably, certain analysts cited by the report expect SK hynix to begin HBM4E sample shipments as early as this month, or by July at the latest. The company had previously guided that sampling would start in the second half of the year, suggesting the timeline is now being pulled forward, the report adds.  As Newsis notes, next-generation HBM is highly customized for customers, and earlier sample shipments enable faster performance validation and optimization—ultimately translating into a strategic edge in securing final mass production orders.  Beyond sampling timelines, broader supply and pricing dynamics are also shifting, which may give early movers key advantages. According to TrendForce, as the market enters 2Q26, negotiations between buyers and suppliers have shifted toward HBM4 supply agreements for 2027, which is expected to become the market’s mainstream project generation. The shift underscores how both Samsung and SK hynix are accelerating HBM4 and HBM4E development amid tightening market cycles.  SK hynix HBM4E Specs Under Spotlight  As highlighted by Newsis, SK hynix’s HBM4E is likely to be used in NVIDIA’s next-generation AI accelerator, Rubin Ultra, set for release next year. In line with this platform upgrade, TrendForce notes that NVIDIA’s Rubin Ultra is expected to further increase HBM capacity per GPU to 384GB.  Against this backdrop of rising system-level requirements, HBM4E specifications are also being pushed higher across the stack. According to Newsis, SK hynix’s HBM4E core die is expected to adopt a 1c DRAM process node, compared with the 1b node used in HBM4. In addition, The Chosun Daily previously reported that the company is likely to use TSMC’s 3nm process for its HBM4E logic die, aiming to challenge Samsung’s 4nm design.  On the competitive front, Samsung Electronics completed the world’s first shipment of HBM4E samples in late May, supplying them to NVIDIA, according to Yonhap News.  Samsung’s HBM4E combines a 1c DRAM core die with a 4nm foundry-based base die, delivering speeds of up to 14Gbps per pin and peaking at 16Gbps, equivalent to a maximum bandwidth of 4TB/s, the report notes.
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Release time:2026-06-16 10:43 reading:326 Continue reading>>
Tesla Elon Musk Discusses TeraFab at ASML Conference; Project Expected to Spur EUV Tool Orders
  Elon Musk is expanding his ambitions beyond EVs, AI, and space technology with TeraFab, a large-scale semiconductor manufacturing project in Texas. According to CNBC, during an ASML conference on Thursday, Tesla CEO Elon Musk outlined his TeraFab vision. As the only provider of a crucial EUV machine, ASML is widely expected to become a key supplier for the Texas-based fabrication plant.  Joining remotely at ASML’s annual technology conference, Musk took part in a fireside chat with CEO Christophe Fouquet. While the event was limited to employees, ASML confirmed Musk’s participation, the report states.  ASML also signaled support for the initiative. As noted by Reuters, the company said that Musk and his team are becoming part of the broader semiconductor ecosystem and that many companies, including ASML, will collaborate on the project.  For the project, SpaceX and its partner Tesla will invest an initial US$55 billion, with total investment potentially rising to US$119 billion if fully built out, as noted by Reuters.  TeraFab Fuels Equipment Demand Across the Supply Chain  In May, ASML CEO Christophe Fouquet said he had spoken directly with Elon Musk about the TeraFab semiconductor project, according to Tom’s Hardware, citing Reuters. While Fouquet did not disclose details of the discussions, he said projects such as TeraFab and Starlink are expected to place growing pressure on equipment suppliers’ capacity in the coming years.  Maeil Business Newspaper also notes that expectations for a surge in equipment demand have risen after Musk discussed the TeraFab project at the ASML Technology Conference. The report adds that ASML’s core equipment is expected to be essential to the project.  South Korean equipment makers are also seeking to capitalize on the opportunity. According to Seoul Economic Daily, Hanmi Semiconductor announced on June 12 that it will invest KRW 50 billion in SpaceX. The report says Hanmi aims to strengthen ties with SpaceX and position itself to supply key equipment for TeraFab.  Interest in the project has been building for months. According to Bloomberg, Musk’s team had reportedly contacted major chip equipment suppliers, including Applied Materials, Tokyo Electron, and Lam Research, regarding the planned facility. Sources said staff working for the Tesla-SpaceX venture had requested pricing and delivery information for a range of semiconductor manufacturing tools.
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Release time:2026-06-15 10:48 reading:312 Continue reading>>
<span style='color:red'>SK</span> hynix Reportedly to Double DRAM Capacity to 1M Monthly Wafers by 2030, Speeds Yongin Expansion
  TrendForce  SK hynix is reportedly preparing a major DRAM capacity expansion. According to The Elec, the company has shared plans with key suppliers to nearly double its DRAM wafer production capacity by 2030–2031 from current levels. The plan aligns with comments made by SK Group Chairman Chey Tae-won at Computex 2026, where he said the company would “double overall wafer production capacity within five years at full speed.”  The report says SK hynix aims to raise monthly DRAM wafer capacity from about 550,000 wafers today to roughly 1 million wafers by 2030. The current figure includes around 200,000 wafers per month from its Wuxi fab in China.  Much of the expansion will be centered on the Yongin Semiconductor Cluster. According to the report, SK hynix plans to divide its first Yongin fab into six cleanrooms and has moved up the first equipment installation schedule from May 2027 to February 2027. The fab is expected to add 360,000 wafers per month of DRAM capacity by the first half of 2030.  SK hynix is also expanding its M15X fab in Cheongju. The report says the facility is scheduled to begin operations in the second half of 2026 with an initial capacity of 40,000 wafers per month, rising to about 80,000 wafers per month in 2027.  Combined with the additional output from Yongin, SK hynix’s total DRAM wafer input capacity could approach 1 million wafers per month between 2030 and 2031, according to the report.  Notably, all newly added capacity is currently designated for DRAM production, the report notes. For NAND flash, SK hynix is expected to focus on technology upgrades, such as increasing layer counts, rather than significant capacity expansion.  Equipment Suppliers See Near-Term Gains, but Remain Cautious  The expansion of the Yongin Semiconductor Cluster is drawing a growing number of semiconductor equipment and materials suppliers. According to iNews24, equipment and materials suppliers continue to move into the Yongin Semiconductor Cluster. South Korean materials, parts, and equipment firms, along with ASML, Lam Research, and Tokyo Electron Korea, have either relocated or are in the process of moving in.  However, The Elec notes that suppliers remain cautious about execution given the scale and pace of the expansion plan. Supplier sources cited by the report said the increased investment is expected to provide a meaningful near-term boost for equipment and materials vendors, though achieving the full expansion target will ultimately depend on whether market demand remains strong enough to support it.  Samsung Also Accelerating DRAM Expansion  As for Samsung, according to Digital Daily, Samsung Electronics is accelerating DRAM capacity expansion at its P4 fab in Pyeongtaek by bringing forward its investment schedule. The report says Samsung’s DRAM investment next year could increase by roughly 10,000 wafers per month above previous estimates. Some industry observers also expect Samsung to begin issuing purchase orders for the P5 line from the second quarter of next year, potentially supporting investment equivalent to 150,000 wafers per month in 2027.
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Release time:2026-06-08 10:46 reading:513 Continue reading>>
<span style='color:red'>SK</span> Chair Sees Memory Shortage Through 2030, Eyes Capacity Doubling and Stronger TSMC, Taiwan Ties
  As next-gen HBM solutions has become a key focus at COMPUTEX amid surging AI demand, SK Group Chairman Chey Tae-won made a brief visit to the SK hynix booth on June 2 and spoke with the media. According to TechNews, Chey expects supply-demand tightness in the memory market to persist through 2030.  Notably, he also said SK will make full efforts to expand production under tight supply conditions, targeting a doubling of total wafer capacity over the next five years, the report adds.  Marking his first appearance at COMPUTEX, Chey noted that Taiwan has a highly complete AI supply chain and a strong partner ecosystem. As SK Group continues to expand its AI business, he stressed the need to deepen collaboration with more Taiwanese companies. Beyond TSMC, he said meetings with firms such as Foxconn and Asus are also part of this visit to better understand ongoing cooperation and explore ways to further strengthen partnerships, according to the report.  SK hynix and TSMC have a long-standing partnership, particularly in logic die integration as custom HBM solutions become an emerging industry trend. As previously reported by The Chosun Daily, SK hynix is expected to adopt a 10nm-class 6th-generation (1c) DRAM process for the core die in its HBM4E, paired with a logic die built on TSMC’s 3nm node. For HBM4 supplied to NVIDIA this year, the company is said to be using a 10nm-class 5th-generation (1b) DRAM core die alongside a logic die based on TSMC’s 12nm process.  Jensen Huang’s SK hynix Booth Visit Marks Another COMPUTEX Highlight  It is also wort noting that NVIDIA CEO Jensen Huang also visited the SK hynix booth at COMPUTEX 2026 on June 2, meeting SK Group Chairman Chey Tae-won for the second consecutive day, following a dinner meeting the previous evening. According to Chosun Biz, after his keynote the day before—where he directly identified SK hynix as a supplier of next-generation HBM4—Huang toured the exhibition floor and reviewed the company’s latest memory products.  During the visit, Huang joined Chey at the SK hynix booth to examine the showcased portfolio, including HBM4E wafers and chipset samples, which entered sampling at the end of last month, the report says. It also marked the first public unveiling of an HBM4E physical mock-up, according to Chosun Biz.
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Release time:2026-06-03 10:57 reading:519 Continue reading>>
Japan–U.S. NAND Alliance Steps Up Investment as Kioxia–SanDisk Capex Reportedly Rises 40% YoY
  As South Korea’s memory giants shift focus toward 1c DRAM capacity expansion amid surging demand, Global Economic, citing German tech outlet ComputerBase, reports that the Kioxia–SanDisk alliance is moving fast to reassert its position in the NAND market, capitalizing on an investment gap as Samsung Electronics and SK hynix divert resources toward HBM.  According to the reports, the U.S.–Japan NAND consortium is expected to execute total capital expenditure of $4.5 billion (about KRW 6.75 trillion) in the current fiscal year, marking a 41% year-on-year increase.  Notably, a key focus of the alliance would likely be the 10th-generation NAND. Nikkei previously reported that Kioxia plans to begin mass production at its Kitakami site in Iwate Prefecture in 2026. However, given the jump to a 332-layer architecture—up from 218 layers in its 8th-generation devices—the company is expected to repurpose its newly operational Kitakami K2 facility, which began production in September, to support output, according to Nikkei.  ComputerBase, cited by Global Economic, attributes the strong NAND demand supporting Kioxia–SanDisk’s investment to a structural shift in AI workloads: As AI moves from the training-heavy infrastructure build-out phase to large-scale inference deployment, demand is rising for high-performance, ultra-high-capacity storage.  At the same time, storage is accounting for a growing share of hyperscaler data center capex, while SSD capacity per GPU is more than doubling year over year, the report notes. As a result, next-gen AI servers are increasingly being designed with tens of terabytes of storage per GPU, driving a sustained surge in NAND demand, the report adds.  Fewer Layers, Comparable Density  ZDNet also reports that in its recent earnings briefing, Kioxia identified the launch of 10th-generation BiCS NAND as a key priority for fiscal 2026 (April 2026–March 2027). The report adds that the company applies its proprietary BiCS (Bit Cost Scalable) architecture to its scaling roadmap, with the 10th-generation device delivering 59% higher storage density per unit area and a 33% improvement in data transfer speed compared with the 218-layer generation.  According to ComputerBase, Kioxia’s stacking approach enables comparable density with fewer layers, translating into meaningful cost advantages. A lower stack height also simplifies vertical etching, reduces high-cost equipment runtime, and helps mitigate wafer warpage defects.  Based on 3D NAND density estimates cited by Global Economic from ComputerBase, Kioxia / SanDisk BiCS10 is projected to reach 37.6Gb per square millimeter in QLC configuration, which would surpass Samsung Electronics’ upcoming 430-layer V10 TLC architecture at around 28.0Gb.  Samsung, SK hynix Hold Back  However, TrendForce indicates that major NAND Flash suppliers will add virtually no new production capacity in 2026, and it seems that South Korean memory players are taking a different approach with Kioxia and SanDisk.  As highlighted by Global Economic, Samsung Electronics and SK hynix have both adjusted their 10th-generation NAND ramp-up schedules: Samsung has reportedly pushed back its V10 production timeline from the second half of 2025 to 2026, while SK hynix is targeting early 2027 for full-scale production.  ZDNet also reports that Samsung Electronics had initially planned to begin mass production of its 430-layer 10th-generation NAND this year, but the timeline has been delayed to at least 2027, citing technical complexity and softer demand conditions. The report adds that Samsung is still reviewing investment timing, with no concrete equipment orders confirmed, and that SK hynix faces a similar situation.  Global Economic notes that if the U.S.–Japan NAND alliance succeeds in lowering cost per terabyte and accelerating QLC enterprise SSD adoption, demand could shift more rapidly toward AI data center storage. Even so, Samsung and SK hynix remain competitive, supported by stable 9th-generation yields and strong enterprise SSD customer bases, the report adds.
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Release time:2026-06-01 10:45 reading:467 Continue reading>>
<span style='color:red'>SK</span> hynix Introduces iHBM Solution, Targets HBM5 Adoption with 30% Thermal Resistance Reduction
  As thermal management emerges as a key challenge for HBM, SK hynix has unveiled its iHBM solution, which integrates cooling elements (ICEs) directly into the HBM package. The company plans to adopt the technology in next-generation products, including HBM5, according to its press release.  According to SK hynix, unlike conventional HBM designs that dissipate heat through the core die, iHBM integrates cooling elements (ICEs), made of thermally conductive, electrically non-conductive silicon-based materials, directly into the D2D PHY between HBM and GPUs, where heat is most concentrated. The company said the technology reduces thermal resistance by 30% and improves operating stability.  As highlighted by SK hynix, the iHBM solution adopts a structural approach to thermal management by creating an additional heat dissipation path within the package. It also leverages the company’s wafer-level packaging (WLP) process and proven MR-MUF technology to enable stable high-volume manufacturing.  In addition, its compatibility with existing System-in-Package (SiP) architectures allows customers to adopt the thermal solution with minimal design modifications, SK hynix adds.  In terms of future roadmap, SK hynix plans to incorporate the iHBM solution into next-generation HBM products, including HBM5, with the goal of improving the stability and efficiency of HPC systems and AI data centers.  Another Key Technology beyond Hybrid Bonding  Alongside SK hynix’s latest iHBM solution, hybrid bonding is widely seen as a key approach to addressing heat dissipation challenges in 20-stack HBM, which, as previously reported by The Elec, are expected to become increasingly difficult.  As explained in the report, hybrid bonding differs from conventional thermo-compression (TC) bonding, which connects chips through soldered micro-bumps. Instead, it bonds dielectric materials such as silicon dioxide (SiO₂) and copper through an annealing process at temperatures of roughly 200°C to 400°C.  By heating and gradually cooling copper sealed within dielectric layers, thermal expansion and vertical pressure enable direct copper-to-copper diffusion bonding without reaching copper’s melting point, the report notes, adding this approach helps reduce thermal damage to semiconductor circuits while delivering improved thermal and electrical performance.
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Release time:2026-05-27 10:42 reading:618 Continue reading>>
Murata’s Type 1SC-NTN module achieves Skylo U.S. certification for cellular and non-terrestrial network connectivity
<span style='color:red'>SK</span>J:at are Crystals for
  Chips are the brain of digital circuits, and the main function of crystal oscillators is to provide precise and stable clock signals for chips, which is extremely important for control circuits, especially for chips. Clock signals can enable various circuits to complete their functions, as well as synchronize electronic devices with peripheral controller devices.  The position of crystal oscillators in digital circuits is indispensable, so if crystal oscillators are improperly selected or applied in circuits, the problems can be countless. Perhaps because of this, once the device malfunctions, the crystal oscillator is often the first suspect. But is this the only answer?  If the chip cannot capture the frequency signal output by the crystal oscillator, there are many possibilities, such as problems with the chip itself (selection issues, quality issues, welding issues, etc.), incorrect crystal oscillator selection (referring to the mismatch between the crystal oscillator and the chip, such as frequency accuracy, working temperature range, load capacitance selection) The crystal oscillator itself is poor (quality is unqualified, the crystal oscillator is damaged in Ultrasonic welding, the crystal oscillator is broken, and its air tightness is damaged), and the crystal oscillator is improperly used in circuit applications (including faulty soldering, too long wiring, wrong pin identification, short circuit, open circuit, wrong selection of load capacitance, improper matching of external capacitance, excessive stray capacitance interference, motor interference, power interference, etc.).  The most frequently asked question recently is: Just touch the crystal oscillator with your hand, what's going on in a while? Is the crystal oscillator broken?  Based on experience, this situation is generally caused by improper application of crystal oscillators in circuits. It is recommended to check whether the accuracy of the actual output frequency of the crystal oscillator meets the chip requirements after power on. If there is a serious deviation in the crystal oscillator frequency, we generally recommend adjusting the size of the external capacitor to improve it. If the problem persists, please consult Jingkexin's official website customer service to further understand some special cases.
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Release time:2023-08-24 13:52 reading:3065 Continue reading>>
AMEYA360:Distributors Boost Testing as Counterfeit Risks Rise
  The risk of procuring counterfeit components always increases when electronic devices are in tight supply. Between 2021 and 2022 – the height of the unprecedented semiconductor shortage – reports of suspect or nonconforming parts increased by 35 percent, according to the ERAI, which collects data on counterfeits.  Notably, global semiconductor sales were flat during that period.  The reality is counterfeit components are omnipresent in the electronics supply chain. One of the most common scams is re-marking (or “blacktopping”) common or even sub-par components as pricier, high-reliability devices. Although the parts are authentic, they could fail in high-stress environments. Analog ICs, programmable logic ICs and microprocessor ICs are the most frequent targets of counterfeiters.  Testing for counterfeit parts has been standard operating procedure at Sourceability since its founding in 2015  Jens Gamperl, Sourceability  Demand for component testing has increased significantly during the chip shortage despite costs — as much as $2,000 —  and delays that are incurred during the process. Testing is often outsourced and can damage sample devices. But for a portion of the distribution market, test capabilities distinguish them as trusted sources of supply.  Independent, non-franchised distributors source from the open market where component makers, OEMs, EMS providers and other organizations sell excess inventory. Components that can’t be traced back to a factory; arrive in opened or damaged packaging; or are heavily discounted could be counterfeit. Stringent quality control (QC) has become paramount for top-tier independents.  However, testing has created a backlog of orders as shortages stretch on. Last year, independent distributor Fusion Worldwide acquired a test house based in Singapore. Another independent, Sourceability, has established test labs in each of its 4 global warehouses. From the company’s founding in 2015 testing has been standard operating procedure, according to Jens Gamperl, CEO and founder of Sourceability.  “The tide is turning for independent distributors, which often get confused with brokers,” he noted. “They are clearly two different things.”  Brokers are opportunistic organizations that buy low and sell high during supply disruptions and have been known to set up shop, take orders; and then disappear after payment. They are a common source of counterfeit parts. ERAI saw suspect capacitor reports spike over a 5-year period that included a severe shortage.  Trust but verify  Based on sources of components Sourceability has a 3-level verification process. One of the biggest challenges in the open market, Gamperl said, are parts that are authentic but have been re-marked as something else.  “There are different sources of counterfeits,” Gamperl explained. “What what we see once in a while is that a manufacturer decides that product is not on their quality level, and they send it to a destruction facility, and on the way the shipment gets lost.”  Even products that can be traced back to manufacturers (level 1) are verified by brand, part number, packaging, date code and dimensions.  “We have a large database of known parts, so it’s relatively easy to test a component’s dimensions,” Gamperl said.  Sourceability maintains data on components, suppliers and customers it has dealt with at one time or another. Customers sometimes ask distributors to procure parts on their behalf. “If we haven’t bought one part from a supplier in, say, 10 years, there’s usually a good reason,” Gamperl said.  Level 2 testing is done on components bought from authorized distributors, which source directly from component factories. Sourceability checks for open packs, resealed packaging, cut tape or 3rd party packaging. Acceptable quality level sample inspection is done based on the quantity received, using various microscopy options to validate conformance.  The risk of procuring counterfeit components always increases when electronic devices are in short supply“Where we have no traceability, we always do a level 3 inspection,” Gamperl said. These devices are sourced from independent distributors, contract manufacturers/other excess channels and brokers. Markings on components are tested for permanence – a destructive solvent test (heated solvent) is used to detect epoxy-based blacktopping.  Devices are also analyzed through x-ray florescence (XRF), are tested for solderability and undergo chemical decapsulation.  “This usually means we take the packaging off and go down to the die and view the wiring through x-rays,” Gamperl said. By removing external packaging on a semiconductor and exposing the semiconductor wafer or die, microscopic inspection of brand marks, trade marks, and laser die etching can be used to determine authenticity. These tests damage samples, but some customers in the automotive or defense industries, for example, will not accept shipments without seeing test results beforehand.  Equipment or facility investment has become a cost of doing business for many independents. Sourceability’s labs use:  High Power Microscopy Capabilities Keyence VHX5000, VHX7000, Olympus DSX1000  Keyence IM-7020 Instant Measuring Equipment  Heated Chemical Testing (HTC)  Creative Electron TruView? Prime X-Ray Inspection System  Glenbrook Technologies JEWEL BOX 70T  RoHS Testing with X-Ray Fluorescence (XRF) Equipment Olympus : Xpert Model  RoHS Testing with X-Ray Fluorescence (XRF) Equipment Fischer Technology-XDAL-237 SDD  NISENE Jet-Etch Pro Acid Decapsulation System  RPS Prelude Dip and Look Solderability Test System  RPS Cadence Steam Aging System  Memmert JEDEC J-STD-033 and UF260 Universal Drying Ovens  Sometimes, functionality testing is the only way to spot a counterfeit part. Counterfeits are getting more sophisticated, Gamperl notes, and resellers are always a step behind. But out of 50,000 recent shipments, Sourceability caught 120 counterfeits. “That’s small portion, even if counterfeiting has increased,” he added.
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Release time:2023-05-06 11:33 reading:2508 Continue reading>>
Skyworks Solutions Inc. SI83004 & SI83014 Smart Switches
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Release time:2023-04-12 11:26 reading:2401 Continue reading>>

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