NuAxiSemiconductor trade intelligence

[News] Beyond HBM: Samsung, SK hynix Reportedly Explore Next-Gen AI Memory That Could Challenge NVIDIA

What happened

Samsung and SK hynix are advancing next-generation memory technologies like PIM, CXL, MRAM, and ReRAM to address AI data bottlenecks. These are R&D-stage developments with no immediate production or pricing announcements. Neutral: No near-term impact on component supply, pricing, or trading decisions.

Impact and signal

Low impactImpact score: 12/100

Affected components and suppliers

PIMCXL DRAMMRAMReRAM

Samsung Electronics SK hynix

rdnext-gen-memoryai-hardware

Source and time

Source: TrendForce · 3/9/2026 · View original source

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[News] Beyond HBM: Samsung, SK hynix Reportedly Explore Next-Gen AI Memory That Could Challenge NVIDIA

What happened

Impact and signal

Affected components and suppliers

Source and time

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