Latest about HBM
HBM may soon be edged out in some use cases
Latency remains a question.
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.
Huawei's attempt to free China's tech market from relying on HBM may be a big swing towards Chinese tech independence
After dethroning Samsung as the top DRAM maker.
Tackling AI memory from a different angle.
Premium We've compiled a full roadmap of HBM memory for SK hynix, Micron, and Samsung, including HBM3, HBM3E, HBM4, and HBM4E.
And that's without new tariffs on products from Japan and South Korea.
News Analysis Micron detailed its $200 billion U.S. investment plan to build six DRAM fabs and HBM assembly facilities in the U.S. over the next 20 years.
KAIST has a roadmap projecting the evolution of high-bandwidth memory from HBM4 to HBM8 through 2038, detailing major gains in bandwidth, capacity, I/O width, power, and even system architecture.