News tagged HBM at DIGITIMES

NEWS TAGGED HBM

Monday 13 April 2026

Qualcomm moves into custom DRAM with CXMT for smartphones

Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure...

Friday 10 April 2026

SK Hynix M15X reportedly ramps early production

SK Hynix's M15X is widely viewed as the company's next-generation DRAM manufacturing hub in Cheongju, South Korea. Designed primarily to support high-bandwidth memory (HBM) output...

Friday 10 April 2026

CXMT targets 12-layer HBM production by 2027, closing gap with Korea

China's largest memory maker CXMT is targeting mass production of 12-layer high-bandwidth memory (HBM) by 2027, positioning itself to challenge mainstream specifications long dominated...

Thursday 9 April 2026

Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the...

Thursday 9 April 2026

CXMT IPO delay eases DRAM supply risks, supports pricing cycle

China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24...

Monday 6 April 2026

China 2.5D packaging demand surges, supporting Korean backend equipment growth

China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors...

Thursday 2 April 2026

Samsung, SK Hynix reportedly ramp hybrid bonding push for next-gen HBM

Samsung Electronics and SK Hynix are reportedly stepping up efforts to advance hybrid bonding for next-generation high-bandwidth memory...

Wednesday 1 April 2026

Micron reportedly developing stacked GDDR to address shifting AI memory demand

Micron is reportedly developing vertically stacked graphics DRAM (GDDR) products to address shifting AI memory demand, according to...

Wednesday 1 April 2026

Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand

Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor...

Wednesday 1 April 2026

Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative

On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%,...

Tuesday 31 March 2026

Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine

Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...

Monday 30 March 2026

China's semiconductor capacity share to reach 32% by 2030

The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...

Sunday 29 March 2026

AI demand leaves memory industry's commodity model intact

espite a surge in demand driven by generative artificial intelligence, the fundamental economics of the memory industry remain largely...

Sunday 29 March 2026

AMD, Meta reportedly audit Samsung HBM4 lines as supply shifts from pledges to validation

Samsung Electronics' next-generation high-bandwidth memory (HBM4) program is entering a customer validation phase, according to...

Friday 27 March 2026

SK Hynix CEO expected to meet Microsoft executive on memory supply

SK Hynix CEO Kwak Noh-jung is expected to meet Scott Guthrie, executive vice president of Cloud and AI at Microsoft, in Seoul this week...

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