Latest about HBM
Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers
Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.
China’s CXMT and YMTC to memory output
Premium China’s two largest memory manufacturers, CXMT and YMTC, are said to each be embarking on an unprecedented expansion spree as they see an opportunity to close the gap with the big-three incumbents.
Chinese semiconductor industry gears up for domestic HBM3 production by the end of 2026
Premium The Chinese semiconductor industry is working to localize production of HBM3 memory, in addition to the tools required for HBM assembly. However, the exact progress of these projects is unknown.
SK hynix to spend $13 billion on the world's largest HBM memory assembly plant amid the worst shortage on record
Premium Company prepares for next-gen HBM4E, HBM5, and HBM5E memory.
Nvidia refutes reports of HBM4 mass production delay, production 'on track' for the second half of 2025
Premium HBM4 memory is now expected to reach volume production no earlier than the end of Q1 2026 due to Nvidia's decision to revise its memory specs upward for its next-gen Rubin GPU platform.
Micron to begin work on $100 billion New York 'megafab' imminently
Premium After numerous delays, Micron is about to start building its $100 billion site in New York to produce 40% of its DRAM output in the U.S. In the 2040s.
Nvidia CEO Jensen Huang explains why SRAM isn't here to eat HBM's lunch
Premium At CES, Jensen Huang was pressed on margins, memory costs, and whether Nvidia’s growing use of SRAM and open AI models might finally loosen the company’s grip on expensive HBM.
Micron secures $318 million Taiwanese subsidy for HBM R&D as AI memory arms race intensifies
Premium Taiwan doubles down on advanced memory by backing Micron’s next-gen HBM development.
