1. Nvidia to produce customized NVHBM? Industry insiders say customized substrate dies are becoming a trend.
2. Micron Technology: Developing EIM memory for physical AI.
3. Micron Technology will hold a technical webinar on October 21, focusing on DRAM, HBM, and NAND innovation.
4. Shares of South Korea's two memory giants fall, causing a $137 billion loss for South Korean pension funds.
5. Samsung Electronics partners with Checkout.com.
6. Samsung Electro-Mechanics signs a long-term supply contract worth 360.5 billion won for "memory semiconductor packaging substrates".
7. Samsung Electro-Mechanics secures another large order, expanding its semiconductor packaging substrate business.
8. South Korean financial regulator: SK's Solidigm's US listing may violate relevant regulations.
9. Price increases in mature process wafer foundries continue, with UMC, VIS, and Powerchip Technology experiencing a sustained surge in both price and volume.
10. Bank of America: US memory stock valuations have shown signs of a cyclical bottom; market concerns are overblown.
11. Changxin Technology's subsidiary, Beijing Jidian Memory Technology Co., Ltd., increased its capital to approximately RMB 60.18 billion, representing an increase of about 18%.
