两大存储巨头要闻

Group 1 - Samsung Electronics has decided to slow down the production halt of certain DDR4 capacities due to a surge in the spot price of DDR4 16Gb, and plans to sign long-term NCNR supply contracts with specific customers in Q1 2026 [2] - The NCNR contract implies that orders cannot be canceled or returned, typically arising when customers anticipate significant price increases and require stable long-term supply [2] Group 2 - SK Hynix is set to complete the wafer manufacturing of its improved HBM4 chips by the end of this month and plans to deliver final samples to NVIDIA in early January [4] - SK Hynix has adjusted its usual processes to meet NVIDIA's urgent development timeline, bypassing internal pre-release reviews to deliver samples directly [4] - Collaboration with NVIDIA and TSMC has helped identify and address defects in the HBM4 chips, with no significant impact on manufacturing yield reported [4] - If SK Hynix can submit optimized samples by early January and complete quality testing quickly, mass production is expected to begin in February or March, with capacity increases starting in Q2 [4]