Latest about HBM
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.
A deeper look at the tightened chipmaking supply chain, and where it may be headed in 2026
Premium We interview two industry analysts to gauge the current state of the chipmaking ecosystem, including constraints across the entire supply chain, and where it might be headed next.
SK hynix to build first U.S. packaging plant for HBM
SK hynix is bringing its HBM ambitions to U.S. soil with a $3.9 billion plan to build its first domestic manufacturing facility — a 2.5D advanced packaging plant in West Lafayette, Indiana.
SK hynix expands U.S. presence with new Bellevue, Seattle office in efforts to get closer to its largest customers
Premium SK hynix is expanding its U.S. presence with a new office in the Seattle metropolitan area, placing the world’s leading HBM supplier within minutes of Nvidia, Amazon, and Microsoft.
Here's why HBM is coming for your PC's RAM
Premium Surging prices, diverted wafer capacity, and multi-year delays in relief are pushing memory out of reach for consumers.
