SK hynix is developing 4F2 (square) DRAM, a 3D structure similar to Samsung’s VCT, to combat soaring EUV process costs. This vertical stacking technology promises to reduce die surface area by 30% and potentially halve EUV costs, paving the way for more efficient and cost-effective DRAM production.
NEO Semiconductor has introduced its groundbreaking 3D X-AI chip technology, designed to transform AI processing by integrating AI capabilities directly into 3D DRAM, eliminating data transfer bottlenecks and boosting performance. This innovation promises to significantly enhance the efficiency and power consumption of AI chips, paving the way for advanced AI applications.
The demand for DRAM and NAND flash memory is booming, leading to significant revenue growth and price increases. While this is good news for tech companies, consumers may face higher costs for electronic products, potentially impacting demand.
The rapid growth of artificial intelligence (AI) is driving significant increases in revenue for the DRAM and NAND Flash industries, as these memory and storage components are crucial for building the massive data centers and supercomputers needed to train complex AI models. This demand is expected to continue, boosting revenue by 75% for DRAM and 77% for NAND Flash in 2024, with further growth projected in 2025. While this surge presents opportunities for investment in new technologies, it also raises concerns about potential strain on the supply of raw materials needed for manufacturing.
SK Hynix reported a remarkable financial performance in the March quarter, with sales more than doubling and operating income significantly exceeding expectations. This growth is attributed to the surge in demand for memory chips driven by artificial intelligence (AI) applications. The company’s high-bandwidth memory capacity is fully booked for the year, highlighting the critical role it plays in enabling AI advancements. These positive results align with industry trends, as Texas Instruments and Micron Technology have also projected strong revenue outlooks.
