Latest about HBM
Micron workers increasingly support strike over bonus pay
They don't want to get left behind.
SK hynix breaks ground on the first HBM plant in the US, bringing key AI component production to the States
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.
Nvidia NVHBM promises 30% higher bandwidth, 15% lower power than commodity HBM4e
Nvidia has unveiled NVHBM, a custom high-bandwidth memory implementation that promises higher bandwidth and lower power for customers building chips within the NVLink Fusion partner program.
Hot Chips 2026: High Bandwidth Flash promises massive bandwidth and capacity, but its usability is extremely limited
Premium OXMIQ presented its High Bandwidth Flash (HBF) use-case scenarios at Hot Chips 2026, which dramatically narrow the circumstances under which HBF makes sense.
Hot Chips 2026: Micron warns HBM wafer penalty is widening with every generation
Premium Micron Fellow Raghu Sreeramaneni told the Hot Chips 2026 conference that the silicon penalty HBM carries against DDR5 is growing with every generation.
Samsung's fab roadmaps examined
Premium Divided across two countries and four campuses, Samsung's fab roadmap runs from the Korean bases at Pyeongtaek, Hwaseong, and Giheung to the new U.S. site at Taylor.
Samsung debuts three next-generation memory technologies for AI data centers
Free Premium Article Samsung uses FMS to unveil three next-generation memory technologies — zHBM, zNAND-O, and BV-NAND — that target different markets, but all rely on advanced wafer-bonding techniques.
DRAM chip supply to memory module makers could drop by more than 70% in 2027, says Apacer CEO
Apacer warns DRAM allocations to module makers could fall below 30% of 2026 levels as AI demand tightens supply and pushes memory prices higher.
