Latest about HBM
Daniel Newman’s number comes from OpenRouter data, where agents passed humans in February and grew 14x by August.
Premium Nanya-backed DRAM designer PieceMakers began trading in Taipei on Sept. 16 on a bet that AI inference memory won’t be HBM.
This could potentially be the first HBM manufacturing plant in the U.S.
Micron is offering Taiwan employees a NT$1 million cash bonus, but unions have rejected the package and are demanding permanent profit sharing as strike talks continue.
Premium Samsung detailed a three-phase HBM roadmap at Hot Chips 2026 that progressively moves logic into the base die and ultimately stacks DRAM directly on the processor.
CXMT is reportedly sampling its HBM3E memory with Alibaba Group's T-Head and Cambricon Technologies.
They don't want to get left behind.
SK hynix breaks ground on HBM assembly plant in the U.S. that will form a connection between DRAM wafers produced in South Korea and their consumers among AI companies in the U.S.
