Samsung may outsource DDR5 production to make more expensive HBM
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4 Articles
Recently, tech giants have been calling for a slowdown in AI development, while simultaneously re-examining the market demand for high-bandwidth memory (HBM). However, memory manufacturers like Samsung and Micron continue to optimize their processes, and Samsung HBM may even adjust the proportion of its own wafers used for manufacturing, switching to using TSMC's base dies.
Samsung is outsourcing the production of DDR5 modules to release manufacturing capacity for AI-oriented HBM memories. Understand the impact on the market.
Samsung to outsource more conventional memory production, focus on HBM
Samsung Electronics plans to outsource all additional production of conventional memory modules as it focuses its in-house capacity on high-value memory products such as high-bandwidth memory (HBM). Samsung Electronics is strongly urging outsourced semiconductor assembly and test (OSAT) partners to expand production lines to meet growing demand for conventional memory modules, according to industry sources […]
Samsung may outsource DDR5 production to make more expensive HBM
The AI revolution has led to an insatiable demand for high-bandwidth memory. This has worked out very well for memory companies like Samsung Electronics, because their HBM chips are now fetching top dollar in the market. Samsung wants to further capitalize on this generational opportunity, which is why the company is now expected to outsource […]
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