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Samsung Borrows NAND Trick to Crack Next-Gen DRAM, While SK hynix Bets on Vertical Stacking to Win the AI Memory War

TL;DR AI

Key summary

2 min read
  1. Samsung is pushing to apply NAND-style manufacturing ideas and GAAFET concepts to next-generation DRAM.

  2. SK hynix is testing vertically stacked 4F²-style DRAM structures as its own future approach.

  3. Both companies are racing to have their design chosen as the industry standard for future DRAM chips.

  4. The winner could gain a strategic edge in a memory market being reshaped by AI data center demand.

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