News tagged HBM at DIGITIMES

NEWS TAGGED HBM

Thursday 29 January 2026

Jensen Huang endorses Micron CEO "Sanjay" as Taiwan cement AI memory alliance

The epicenter of the AI supercycle converged on Taipei this Thursday as President Lai Ching-te welcomed Micron CEO Sanjay Mehrotra to the Presidential Office, just hours after NVIDIA...

Thursday 29 January 2026

Samsung reclaims memory sales crown as SK Hynix extends profit lead

Samsung Electronics and SK Hynix both delivered record fourth-quarter 2025 results, underscoring the sharp rise in memory prices and profits as supply across the market tightens.

Thursday 29 January 2026

Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays

Samsung Electronics reported record quarterly revenue and operating profit in the fourth quarter of 2025, as surging memory prices and tight supply, driven by the artificial intelligence...

Thursday 29 January 2026

Analysis: how SK Hynix is binding customers to its AI memory

SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers'...

Thursday 29 January 2026

Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom

Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's...

Wednesday 28 January 2026

SK Hynix reports record-breaking 2025 earnings driven by AI memory boom

SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...

Wednesday 28 January 2026

SK hynix Announces FY25 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has achieved record financial results in 2025 – 97.1467 trillion won in revenue, 47.2063...

Wednesday 28 January 2026

Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation

Recent reports indicate that SK Hynix has become the exclusive HBM supplier for Microsoft's next-generation AI accelerator, Maia 200, underscoring its competitiveness in the HBM3E...

Wednesday 28 January 2026

China's conditional H200 approval rewire Samsung-SK Hynix rivalry

China has reportedly been conditionally approving corporate purchases of Nvidia's H200, reshaping HBM supply-demand dynamics. According to Seoul Economic Daily and G-enews,...

Tuesday 27 January 2026

Micron breaks ground on US$24 billion advanced NAND fab in Singapore

Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24...

Monday 26 January 2026

Samsung expected to start HBM4 shipments to Nvidia, AMD in February

Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, Reuters reported, while...

Friday 23 January 2026

ASML leads chip equipment charge into advanced packaging

Global semiconductor equipment suppliers are accelerating their push into advanced packaging. They are positioning back-end processes as a new growth engine as artificial intelligence...

Friday 23 January 2026

HBF likely overtaking HBM market by 2038 as commercialization speeds up

High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting...

Wednesday 21 January 2026

Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

Wednesday 21 January 2026

Samsung reportedly exploring ASMPT for TCB supply

Samsung Electronics is reportedly diversifying its supply chain for thermal compression bonders (TCB), a critical tool in high-bandwidth memory (HBM) production, by engaging Singapore-based...

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Jan 30, 12:05

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and AI-Guided Anti-Armor Solutions at Singapore Airshow 2026

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RESEARCH INSIGHTS

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