News tagged HBM at DIGITIMES

NEWS TAGGED HBM

Wednesday 10 June 2026

Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race

Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight,...

Wednesday 10 June 2026

Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that...

Tuesday 9 June 2026

Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%

Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders,...

Tuesday 9 June 2026

AI demand is turning memory chips into rationed assets, Morgan Stanley says

AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift...

Monday 8 June 2026

CXMT's cheap DDR5 myth fades as supply, not price, becomes China memory maker's edge

ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the...

Saturday 6 June 2026

AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise

DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications,...

Saturday 6 June 2026

Jensen Huang shouts 'Everyone loves HBM' at Seoul barbecue as Nvidia announces Korea R&D center and previews four new products

Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate...

Friday 5 June 2026

Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market

Introduction

Friday 5 June 2026

Nvidia's Jensen Huang to meet South Korean business leaders beyond HBM sector

Nvidia CEO Jensen Huang is visiting South Korea on June 5 for meetings with major Korean business leaders, as the company's cooperation...

Friday 5 June 2026

HBM is too expensive, DRAM can't scale — Kioxia tells Computex SSDs are the answer for agentic AI

Koichi Fukuda, technology executive for applied SSD technology at Kioxia, used a Computex 2026 forum session on June 4 to argue that as enterprise AI shifts toward agentic systems,...

Friday 5 June 2026

CXMT's South Korean hiring spree puts Samsung, SK Hynix memory lead on alert

More than 200 South Korean engineers are conservatively estimated to be working at CXMT, China's leading DRAM maker, according to industry sources. Chinese semiconductor companies...

Friday 5 June 2026

Commentary: Memory boom driven by DRAM now, but HBM will decide future

AI demand is fueling a broad semiconductor upswing and pushing the memory industry into what many see as a long-awaited super-cycle. Samsung Electronics and SK Hynix have both reported...

Friday 5 June 2026

Hanmi Semiconductor eyes record sales in Computex debut as HBM4 demand grows

Hanmi Semiconductor is projecting record annual revenue this year, as rising demand for high-bandwidth memory equipment lifts prospects for the South Korean chip-equipment maker and...

Thursday 4 June 2026

HBM4 supply in focus as SK's Chey meets TSMC's Wei

SK Group chairman Chey Tae-won met TSMC chairman C.C. Wei in Taiwan on June 3, as SK Hynix and TSMC map out future cooperation in HBM4 base dies, advanced logic processes, and custom...

Thursday 4 June 2026

SK and TSMC deepen HBM, advanced packaging tie-up

SK Group Chairman Chey Tae-won met TSMC Chairman C.C. Wei in Taiwan on June 3, as the two sides exchanged views on the latest trends in next-generation AI technologies and discussed...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook