hbm

SK hynix breaks ground on the first HBM plant in the US, bringing key AI component production to the States — says production starts in 2029

Hot Chips 2026: High Bandwidth Flash promises massive bandwidth and capacity, but its usability is extremely limited — new memory format strikes a balance between HBM and NAND flash

Hot Chips 2026: Micron warns HBM wafer penalty is widening with every generation — AI memory uses 3x more silicon than DDR5, company says memory wall is 'getting worse' as prices rise

Memory capacity for all of 2027 has reportedly been booked and sold, with no more DRAM or HBM available

Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production

Sophon PFG-1: a monolithic-3D AI ASIC with 330 GB of on-die DRAM and no HBM

Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration

SK hynix unveils 'iHBM' thermal architecture that cools AI memory at the source — integrated cooling elements inside HBM interface cut thermal resistance by 30%, target next-gen HBM5 accelerators and dense AI data centers

Samsung holds desperate final talks with union over 18-day chip factory strike that could cost $20 billion — government-mediated summit seeks to avert industrial action that could hit HBM production

SK hynix places record $8 billion order for ASML EUV lithography machines — should pay for up to 30 EUV machines over two years, serving HBM and advanced DRAM production

SK Hynix to Buy $8 Billion of ASML EUV Equipment: The move comes as SK Hynix seeks to maintain its leadership in the increasingly competitive HBM market

Samsung shows confidence in HBM, portrays next-gen road map

Positron: we don’t need no fancy HBM to compete with Nvidia’s Rubin

SK Hynix's $13B packaging facility promises more HBM for the AI bubble

Micron secures $318 million Taiwanese subsidy for HBM R&D as AI memory arms race intensifies — three-year project aims to develop leading-edge, high-performance memory

SK hynix to build first U.S. packaging plant for HBM — plugs critical hole in U.S. supply chain, $3.9B investment challenges TSMC and reshapes AI supply chains

Solving the Problems of HBM-on-Logic

Samsung shifts focus from HBM to DDR5 modules: DDR5 RAM results in FAR more profits than HBM

SK hynix wants you to bond with HBM, so it coated corn in banana chocolate

Companies that make memory chips for your gaming rig - Samsung, SK Hynix or Micron - have realised something important. They could sell their standard DDR5 RAM to you, a standard user, or they can retool their entire factory to make High Bandwidth Memory (HBM) for Nvidia's AI super-chips and sell it