<![CDATA[ Latest from Tom's Hardware in Hbm ]]> https://www.tomshardware.com/tag/hbm Wed, 25 Mar 2026 16:39:57 +0000 en <![CDATA[ Micron's $24 billion Singapore fab could need 500 transformers, more than double the output of any single manufacturer — heavy electrical infrastructure the latest AI buildout bottleneck ]]> https://www.tomshardware.com/pc-components/dram/microns-24-billion-singapore-fab-could-need-500-transformers SJuz9UgDFcQYKGWpXzPLnR Wed, 25 Mar 2026 16:39:57 +0000 <![CDATA[ SK Group chairman says memory chip shortage will last until 2030 — wafer supply trails demand by 20% ]]> https://www.tomshardware.com/pc-components/dram/sk-group-chairman-says-memory-chip-shortage-will-last-until-2030 gyoGSZxLeyCgcrqxY2WS9K Wed, 18 Mar 2026 11:10:00 +0000 <![CDATA[ Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers — forecasts suggest that 2026 revenue will skyrocket thanks to data center demand ]]> https://www.tomshardware.com/tech-industry/semiconductors/memory-makers-are-set-to-earn-usd551-billion-from-the-ai-boom-twice-as-much-as-contract-chip-manufacturers-forecasts-suggest-that-2026-revenue-will-skyrocket-thanks-to-data-center-demand jrTirdpDjCih5cnx4oMCh9 Tue, 10 Feb 2026 18:04:28 +0000 <![CDATA[ China’s CXMT and YMTC to increase memory output — two new fabs could close the gap with the ‘big three’ ]]> https://www.tomshardware.com/pc-components/dram/chinas-cxmt-and-ymtc-to-expand-memory-output JMb36VjmgvrdyGXasiMo4o Wed, 04 Feb 2026 12:18:07 +0000 Wed, 04 Feb 2026 16:11:08 +0000 <![CDATA[ Chinese semiconductor industry gears up for domestic HBM3 production by the end of 2026 — CXMT to produce chips, while Naura, Maxwell, and U-Preseason design tools for assembly ]]> https://www.tomshardware.com/pc-components/dram/chinese-semiconductor-industry-gears-up-for-domestic-hbm3-production-by-the-end-of-2026-cxmt-to-produce-chips-while-naura-maxwell-and-u-preseason-design-tools-for-assembly eRFcYp8iZdMM4HBmCeSw9Z Wed, 21 Jan 2026 16:30:49 +0000 Wed, 21 Jan 2026 18:40:34 +0000 <![CDATA[ SK hynix to spend $13 billion on the world's largest HBM memory assembly plant amid the worst shortage on record — South Korea facility to handle packaging and testing for AI memory campus ]]> https://www.tomshardware.com/pc-components/dram/sk-hynix-to-spend-usd13-billion-on-the-worlds-largest-hbm-memory-assembly-plant Z6paCEzP8Qugm2RfyfG9YS Wed, 14 Jan 2026 18:00:39 +0000 <![CDATA[ Nvidia refutes reports of HBM4 mass production delay, production 'on track' for the second half of 2025 — report suggested timeline shift to late Q126 due to revised spec ]]> https://www.tomshardware.com/tech-industry/hbm4-mass-production-delayed-as-nvidia-pushes-memory-specs-higher ETsm5F2GRVMfc7wmFzeyn5 Fri, 09 Jan 2026 10:32:04 +0000 Tue, 13 Jan 2026 14:51:30 +0000 <![CDATA[ Micron to begin work on $100 billion New York 'megafab' imminently — landmark site to produce 40% of company's overall DRAM output in the U.S. by the 2040s ]]> https://www.tomshardware.com/pc-components/dram/micron-to-begin-work-on-usd100-billion-new-york-megafab-imminently-landmark-site-to-produce-40-percent-of-companys-overall-dram-output-in-the-u-s-by-the-2040s LotohGTCP8NDSYf5GNBCY9 Thu, 08 Jan 2026 17:02:31 +0000 <![CDATA[ Nvidia CEO Jensen Huang explains why SRAM isn't here to eat HBM's lunch — high bandwidth memory offers more flexibility in AI deployments across a range of workloads ]]> https://www.tomshardware.com/tech-industry/nvidia-ceo-jensen-huang-makes-the-case-against-optimizing-ai-hardware-too-narrowly-at-ces F8kkwvkMZQDgLEhMnegu9A Wed, 07 Jan 2026 18:08:53 +0000 <![CDATA[ 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 ]]> https://www.tomshardware.com/tech-industry/micron-secures-318-million-taiwanese-subsidy-for-hbm-rd-as-ai-memory-arms-race-intensifies b5No9zSBeEfhxqNQWL7yZM Fri, 02 Jan 2026 17:06:50 +0000 Fri, 02 Jan 2026 17:07:06 +0000 <![CDATA[ A deeper look at the tightened chipmaking supply chain, and where it may be headed in 2026 — "nobody's scaling up,” says analyst as industry remains conservative on capacity ]]> https://www.tomshardware.com/tech-industry/a-deeper-look-at-the-tightened-chipmaking-supply-chain-and-where-it-may-be-headed-in-2026-nobodys-scaling-up-says-analyst-as-industry-remains-conservative-on-capacity NBwos2oNStoEea8jJjnU2o Fri, 02 Jan 2026 14:24:37 +0000 <![CDATA[ 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 ]]> https://www.tomshardware.com/tech-industry/sk-hynix-to-build-first-us-2-5d-packaging-plant-for-hbm cdy5TDbsXDKRzoBUDstS2m Tue, 30 Dec 2025 21:01:50 +0000 Tue, 30 Dec 2025 21:06:00 +0000 <![CDATA[ SK hynix expands U.S. presence with new Bellevue, Seattle office in efforts to get closer to its largest customers — offices near Nvidia, Amazon, and Microsoft highlight co-designed HBM efforts ]]> https://www.tomshardware.com/pc-components/dram/sk-hynix-expands-us-footprint-with-seattle-area-office-near-nvidia-and-amazon jTxPve5pQHqXJArrn8fZ78 Wed, 24 Dec 2025 17:56:35 +0000 <![CDATA[ Here's why HBM is coming for your PC's RAM — HBM consumes around three times the wafer capacity of DDR5 per gigabyte, as AI supercharges demand for chips and advanced packaging ]]> https://www.tomshardware.com/pc-components/ram/hbm-is-eating-your-ram yHtAPRBECBe25AwBhR4QMY Fri, 19 Dec 2025 16:36:13 +0000 Sat, 20 Dec 2025 10:30:45 +0000 <![CDATA[ Cambricon targets 500,000 AI chips in 2026 as China accelerates domestic hardware push — low yields and limited HBM supply could threaten chip ambitions ]]> https://www.tomshardware.com/tech-industry/semiconductors/cambricon-targets-500000-ai-chips-in-2026-as-china-accelerates-domestic-hardware-push W8vWJgs4w5SypRQK5d8DWo Fri, 12 Dec 2025 11:00:00 +0000 <![CDATA[ HBM undergoes major architectural shakeup as TSMC and GUC detail HBM4, HBM4E and C-HBM4E — 3nm base dies to enable 2.5x performance boost with speeds of up to 12.8GT/s by 2027 ]]> https://www.tomshardware.com/pc-components/dram/hbm-undergoes-major-architectural-shakeup-as-tsmc-and-guc-detail-hbm4-hbm4e-and-c-hbm4e-3nm-base-dies-to-enable-2-5x-performance-boost-with-speeds-of-up-to-12-8gt-s-by-2027 bATRmrR6B2yJ2N5CXy3K7Z Tue, 02 Dec 2025 18:30:06 +0000 <![CDATA[ Micron plans $9.6 billion HBM fab in Japan as AI memory race accelerates ]]> https://www.tomshardware.com/tech-industry/semiconductors/micron-plans-hbm-fab-in-japan-as-ai-memory-race-accelerates zNgd2EU93eZE244MiomHoE Sun, 30 Nov 2025 12:55:00 +0000 <![CDATA[ Chinese memory maker reportedly preparing for $42 billion IPO — CXMT plans to go public in early 2026 ]]> https://www.tomshardware.com/tech-industry/semiconductors/chinese-memory-maker-reportedly-preparing-for-usd42-billion-ipo-cxmt-plans-to-go-public-in-early-2026 XVCNZUH4VAQNeUtejHE72g Tue, 21 Oct 2025 12:18:44 +0000 <![CDATA[ Phison CEO claims NAND shortage could last a staggering 10 years — says memory 'supercycle' imminent and 'severe' 2026 shortages are at hand ]]> https://www.tomshardware.com/pc-components/ssds/phison-ceo-claims-nand-shortage-could-last-a-staggering-10-years-says-memory-supercycle-imminent-and-severe-2026-shortages-are-at-hand GGrqrpdfpLT6fTSHfEvuGB Thu, 02 Oct 2025 16:44:07 +0000 <![CDATA[ New 3D-stacked memory tech seeks to dethrone HBM for AI inference — d-Matrix claims 3DIMC will be 10x faster and 10x more efficient ]]> https://www.tomshardware.com/pc-components/ram/new-3d-stacked-memory-tech-seeks-to-dethrone-hbm-in-ai-inference-d-matrix-claims-3dimc-will-be-10x-faster-and-10x-more-efficient FECi5HrLKncHJk9mvAoYLo Thu, 04 Sep 2025 10:00:00 +0000 Thu, 04 Sep 2025 12:23:09 +0000 <![CDATA[ Kioxia’s new 5TB, 64 GB/s flash module puts NAND toward the memory bus for AI GPUs — HBF prototype adopts familiar SSD form factor ]]> https://www.tomshardware.com/pc-components/gpus/kioxias-new-5tb-64-gb-s-flash-module-puts-nand-toward-the-memory-bus-for-ai-gpus-hbf-prototype-adopts-familiar-ssd-form-factor anMGt9dz92siZRR9JmSGHJ Sat, 23 Aug 2025 17:00:20 +0000 <![CDATA[ How the AI revolution is triggering a hardware arms race and pushing up prices ]]> https://www.tomshardware.com/tech-industry/semiconductors/how-the-ai-revolution-is-triggering-a-hardware-arms-race-and-pushing-up-prices yo7nuz89b9bvVZcE2zxUMC Fri, 22 Aug 2025 17:56:57 +0000 Fri, 22 Aug 2025 17:57:02 +0000 <![CDATA[ Huawei releases new tool to get Chinese firms around crushing HBM export blacklist — new UCM software claims up to 22x throughput gain and 90% latency reduction for traditional cache hierarchies in AI workloads ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/huawei-releases-new-tool-to-get-chinese-firms-around-crushing-hbm-export-blacklist-new-ucm-software-claims-up-to-22x-throughput-gain-and-90-percent-latency-reduction-for-traditional-cache-hierarchies-in-ai-workloads ugs5sAeXr5ofGTtLZJaaXP Wed, 13 Aug 2025 09:50:00 +0000 Wed, 13 Aug 2025 17:38:36 +0000 <![CDATA[ SK hynix projects HBM market to be worth tens of billions of dollars by 2030 — says AI memory industry will expand 30% annually over five years ]]> https://www.tomshardware.com/tech-industry/sk-hynix-projects-hbm-market-to-be-worth-tens-of-billions-of-dollars-by-2030-says-ai-memory-industry-will-expand-30-percent-annually-over-five-years bmekhyt5hryKrZ5EY3jks7 Mon, 11 Aug 2025 15:39:04 +0000 Mon, 11 Aug 2025 21:22:27 +0000 <![CDATA[ Sandisk and SK hynix join forces to standardize High Bandwidth Flash memory, a NAND-based alternative to HBM for AI GPUs — Move could enable 8-16x higher capacity compared to DRAM ]]> https://www.tomshardware.com/tech-industry/sandisk-and-sk-hynix-join-forces-to-standardize-high-bandwidth-flash-memory-a-nand-based-alternative-to-hbm-for-ai-gpus-move-could-enable-8-16x-higher-capacity-compared-to-dram Zi5mrtumcGePLJuj28eMqe Thu, 07 Aug 2025 12:42:45 +0000 Thu, 07 Aug 2025 15:16:07 +0000 <![CDATA[ HBM roadmaps for Micron, Samsung, and SK hynix: To HBM4 and beyond ]]> https://www.tomshardware.com/tech-industry/semiconductors/hbm-roadmaps-for-micron-samsung-and-sk-hynix-to-hbm4-and-beyond uzAz722AJNo6mkUwkK78DH Wed, 06 Aug 2025 12:50:00 +0000 Fri, 15 Aug 2025 15:54:47 +0000 <![CDATA[ DRAM prices are about to skyrocket — DDR4 and GDDR6 among formats that could increase in price by up to 45% ]]> https://www.tomshardware.com/pc-components/dram/dram-prices-are-about-to-skyrocket-ddr4-and-gddr6-among-formats-that-could-increase-in-price-by-up-to-45-percent MztbAKmZMJVWqjBw8yyFeg Tue, 08 Jul 2025 15:10:02 +0000 <![CDATA[ Micron details new U.S. fab projects: HBM assembly comes to the U.S., Idaho Fab comes online in 2027, New York fabs later ]]> https://www.tomshardware.com/pc-components/dram/micron-details-new-u-s-fab-projects-idaho-fab-1-comes-online-in-2h-2027-new-york-fabs-come-later-hbm-assembly-in-the-u-s ryBgNHgUegJH43GEviPQw5 Tue, 01 Jul 2025 10:00:01 +0000 Tue, 09 Sep 2025 18:27:55 +0000 <![CDATA[ HBM development roadmap revealed: HBM8 with a 16,384-bit interface and embedded NAND in 2038 ]]> https://www.tomshardware.com/tech-industry/hbm-development-roadmap-revealed-hbm8-with-a-16-384-bit-interface-and-embedded-nand-in-2038 RFQU7d5rgxRyjpwqiQoBcJ Mon, 16 Jun 2025 11:02:14 +0000 <![CDATA[ Micron starts to ship samples of HBM4 memory to clients — 36 GB capacity and bandwidth of 2 TB/s ]]> https://www.tomshardware.com/pc-components/dram/micron-starts-to-ship-samples-of-hbm4-memory-to-clients-36-gb-capacity-and-bandwidth-of-2-tb-s En9pNTKPXvE6rs9NRFkHs6 Thu, 12 Jun 2025 14:59:35 +0000 <![CDATA[ Intel and SoftBank collaborate on power-efficient HBM substitute for AI data centers, says report ]]> https://www.tomshardware.com/pc-components/dram/intel-and-softbank-collaborate-on-power-efficient-hbm-substitute-for-ai-data-centers-says-report MM7VzwGLSQFBUYDy2T7tVj Sun, 01 Jun 2025 12:08:20 +0000 <![CDATA[ Nvidia's H20 follow-up in China won't be based on Hopper, says Jensen — Reportedly switching from HBM to GDDR7 ]]> https://www.tomshardware.com/pc-components/gpus/nvidias-h20-follow-up-in-china-wont-be-based-on-hopper-says-jensen-reportedly-switching-from-hbm-to-gddr7 vDozWLxQnP7NLoGgkfEkMQ Sun, 18 May 2025 14:47:26 +0000 Thu, 21 Aug 2025 12:51:53 +0000 <![CDATA[ Samsung to adopt hybrid bonding for HBM4 memory ]]> https://www.tomshardware.com/pc-components/dram/samsung-to-adopt-hybrid-bonding-for-hbm4-memory ufdmLKwmMGuAYRAsjBHfzN Tue, 13 May 2025 18:58:33 +0000 Tue, 09 Sep 2025 18:27:54 +0000 <![CDATA[ Micron confirms memory price hikes as AI and data center demand surges ]]> https://www.tomshardware.com/pc-components/dram/micron-confirms-memory-price-hikes-as-ai-and-data-center-demand-surges rr3egK6T7y65UC3Err2MeH Mon, 31 Mar 2025 17:43:12 +0000 Thu, 21 Aug 2025 12:42:27 +0000 <![CDATA[ Micron unveils DDR5-9200 memory: 1γ process technology with EUV ]]> https://www.tomshardware.com/pc-components/dram/micron-unveils-ddr5-9200-memory-1g-process-technology-with-euv nGswJ7MhxqK9CrXMXmrLzD Tue, 25 Feb 2025 18:57:21 +0000 Fri, 14 Mar 2025 14:14:56 +0000 <![CDATA[ SanDisk's new High Bandwidth Flash memory enables 4TB of VRAM on GPUs, matches HBM bandwidth at higher capacity ]]> https://www.tomshardware.com/pc-components/dram/sandisks-new-hbf-memory-enables-up-to-4tb-of-vram-on-gpus-matches-hbm-bandwidth-at-higher-capacity yi3qxRWkzYV7r8i72antcb Thu, 13 Feb 2025 12:16:56 +0000 Wed, 09 Apr 2025 13:01:54 +0000 <![CDATA[ Third Chinese company begins HBM memory production for AI processors: Report ]]> https://www.tomshardware.com/pc-components/dram/third-chinese-company-begins-hbm-memory-production-for-ai-processors-report U8dLVCTiDNvKt4fUShtSF3 Fri, 24 Jan 2025 20:55:34 +0000 Thu, 21 Aug 2025 12:45:05 +0000 <![CDATA[ SK hynix posts record revenues and profits as AI industry drives surge in HBM3 and HBM3E demand ]]> https://www.tomshardware.com/pc-components/dram/sk-hynix-posts-record-revenues-and-profits-as-ai-industry-drives-surge-in-hbm3-and-hbm3e-demand NcTfjFtFPyWWCx9uzm9nR8 Thu, 23 Jan 2025 13:45:00 +0000 <![CDATA[ SK hynix to showcase 16-layer HBM3E, 122TB enterprise SSD, LPCAMM2, and more at CES ]]> https://www.tomshardware.com/pc-components/dram/sk-hynix-to-showcase-16-layer-hbm3e-122tb-enterprise-ssd-lpcamm23-and-more-at-ces cbJdbfwzroDETGD238RQrG Thu, 09 Jan 2025 15:12:43 +0000 Thu, 09 Jan 2025 22:40:49 +0000 <![CDATA[ Micron invests $7 billion in HBM assembly facility amid AI boom ]]> https://www.tomshardware.com/pc-components/dram/micron-invests-usd7-billion-in-hbm-assembly-facility-amid-ai-boom BLfWxvQwWJqEZv2TBDKse3 Wed, 08 Jan 2025 17:38:14 +0000 <![CDATA[ US to reportedly sanction 200 more Chinese chip firms — high bandwidth memory might also see export bans ]]> https://www.tomshardware.com/tech-industry/us-to-reportedly-sanction-200-more-chinese-chip-firms-high-bandwidth-memory-might-also-see-export-bans sazNTJ8h9mmUbhAxRRozCV Mon, 25 Nov 2024 19:26:45 +0000 Thu, 21 Aug 2025 12:43:02 +0000 <![CDATA[ Nvidia asked SK hynix to accelerate HBM4 chip delivery by six months, says report ]]> https://www.tomshardware.com/pc-components/gpus/nvidia-asked-sk-hynix-to-accelerate-hbm4-chip-delivery-by-six-months-says-report NkAeQrP3WT6puXkbUmgHH Tue, 05 Nov 2024 12:00:00 +0000 Thu, 21 Aug 2025 10:06:51 +0000 <![CDATA[ SK hynix preps for Nvidia Blackwell Ultra and AMD Instinct MI325X with 12-Hi HBM3E ]]> https://www.tomshardware.com/pc-components/gpus/sk-hynix-preps-for-nvidia-blackwell-ultra-and-amd-instinct-mi325x-with-12-hi-hbm3e FKp8AMkeuGQX78MeWmoha4 Thu, 26 Sep 2024 13:08:09 +0000 Thu, 21 Aug 2025 09:48:08 +0000 <![CDATA[ Rambus announces HBM4 memory controller for AI GPUs — controller enables up to of 2.56 TB/s per HBM4 memory stack across a 2048-bit memory bus ]]> https://www.tomshardware.com/pc-components/dram/rambus-announces-hbm4-memory-controller-for-ai-gpus-controller-enables-up-to-of-256-tbs-per-hbm4-memory-stack-across-a-2048-bit-memory-bus aCjGLqsdnbjkv3EJgSJ9kA Tue, 10 Sep 2024 15:18:27 +0000 Wed, 09 Apr 2025 13:02:05 +0000 <![CDATA[ Samsung to tape out first HBM4 devices later this year, sampling begins in 2025: Report ]]> https://www.tomshardware.com/pc-components/dram/samsung-to-tape-out-first-hbm4-devices-later-this-year-sampling-begins-in-2025-report cpSEtmN3CVoQVuPGPHy8xc Thu, 22 Aug 2024 19:39:32 +0000 <![CDATA[ SK hynix could get nearly $1 billion to support $3.87 billion advanced packaging facility in the U.S. ]]> https://www.tomshardware.com/pc-components/dram/sk-hynix-could-get-nearly-dollar1-billion-to-support-dollar387-billion-advanced-packaging-facility-in-the-us 6Qyj8M8YE9w4khgBLDzYYP Wed, 07 Aug 2024 13:15:39 +0000 <![CDATA[ Ampere unveils monstrous 512-core AmpereOne Aurora processor — custom AI engine, support for HBM memory ]]> https://www.tomshardware.com/pc-components/cpus/ampere-unveils-monstrous-512-core-ampereone-auroa-processor-custom-ai-engine-support-for-hbm-memory qx3aApyM48DbAwbZk5LfDU Wed, 31 Jul 2024 15:00:18 +0000 Thu, 21 Aug 2025 10:12:11 +0000 <![CDATA[ Preliminary HBM4 specs point to major performance uplift for GPUs — transfer speeds up to 6.4 GT/s across a 2048-bit interface ]]> https://www.tomshardware.com/tech-industry/preliminary-hbm4-specs-point-to-major-performance-uplift-for-gpus RsHGZRpoU4868H4GuyqRRM Fri, 12 Jul 2024 17:39:23 +0000 Fri, 12 Jul 2024 19:06:35 +0000 <![CDATA[ Chinese memory maker gets $2.4 billion to build HBM for AI processors — Shanghai packaging facility to open in 2026 ]]> https://www.tomshardware.com/pc-components/dram/chinese-memory-maker-gets-dollar24-billion-to-build-hbm-for-ai-processors-shanghai-packaging-facility-to-open-in-2026 TLao48AKmeheTNNuEgW67o Fri, 28 Jun 2024 14:52:35 +0000 Thu, 21 Aug 2025 12:44:26 +0000 <![CDATA[ Micron to expand production of HBM3E memory across the world to increase HBM market share: Report ]]> https://www.tomshardware.com/pc-components/gpus/micron-to-expand-production-of-hbm3e-memory-across-the-world-to-increase-hbm-market-share-report vE4YFHbrUY35FZPS8CLVHh Wed, 19 Jun 2024 14:12:01 +0000 Wed, 09 Apr 2025 13:02:02 +0000