HBM
Latest about HBM

Here's why HBM is coming for your PC's RAM
By Luke James published
Premium Surging prices, diverted wafer capacity, and multi-year delays in relief are pushing memory out of reach for consumers.

Cambricon targets 500,000 AI chips in 2026 as China accelerates domestic hardware push
By Luke James published
Premium Cambricon Technologies is preparing one of the most aggressive production ramp-ups attempted by a Chinese AI chipmaker.

HBM undergoes major architectural shakeup as TSMC and GUC detail HBM4, HBM4E and C-HBM4E
By Anton Shilov published
Premium HBM memory evolves with demand.

Micron plans $9.6 billion HBM fab in Japan as AI memory race accelerates
By Luke James published
Micron is preparing a major expansion of its Hiroshima operations to build a dedicated high-bandwidth memory facility, according to a report by Nikkei Asia.

Chinese memory maker reportedly preparing for $42 billion IPO
By Jowi Morales published
CXMT is reportedly planning to go public, hoping to raise $2.5 to $6 billion in fresh funds.

Phison CEO claims NAND shortage could last a staggering 10 years
By Sunny Grimm published
AI profits are changing the landscape of storage and memory, perhaps fundamentally

New 3D-stacked memory tech seeks to dethrone HBM in AI inference
By Sunny Grimm published
HBM may soon be edged out in some use cases

Kioxia’s new 5TB, 64 GB/s flash module puts NAND toward the memory bus for AI GPUs
By Hassam Nasir published
Latency remains a question.

How the AI revolution is triggering a hardware arms race and pushing up prices
By Chris Stokel-Walker published
Premium Tech giants and hyperscalers are paying billions to build out large data centers for AI, creating supply chain bottlenecks and intense competition for technological dominance.
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