News tagged HBM at DIGITIMES

NEWS TAGGED HBM

Friday 13 February 2026

Citi flags post-HBM shift as edge memory, HBF advance

A Citi analyst said the next phase of artificial intelligence (AI) memory demand will extend beyond high-bandwidth memory (HBM), pointing to emerging opportunities in physical AI devices...

Friday 13 February 2026

SK Hynix reportedly begins equipment orders for Cheongju HBM packaging line amid AI-driven capacity race

SK Hynix has started placing initial equipment orders to convert an idle Cheongju fab into a high-bandwidth memory (HBM) packaging and testing line, according to ET News,...

Friday 13 February 2026

SEMICON Korea: Samsung pushes hybrid bonding HBM, SK Hynix bets on platform AI

SEMICON Korea 2026, held in Seoul from February 11–13, brought senior executives from Samsung Electronics and SK Hynix to outline their AI-era memory R&D strategies. Samsung...

Thursday 12 February 2026

Global Mixed-Mode's DDR5 PMIC push signals tighter memory supply and margin focus

Global Mixed-Mode Technology said it is expanding its DDR5 power management IC (PMIC) portfolio and prioritizing production for high-bandwidth memory (HBM), while warning that rising...

Thursday 12 February 2026

Micron begins high-volume HBM4 shipments as supply stays tight and capex rises

Micron Technology has begun high-volume production and customer shipments of its next-generation HBM4 memory, ramping volumes earlier than expected amid tight industry supply, CFO...

Thursday 12 February 2026

SEMI: AI and HBM lift 2025 silicon wafer shipments, revenue still dips

Worldwide silicon wafer shipments increased 5.8% in 2025 to 12,973 million square inches (MSI), while wafer revenue declined 1.2% to US$11.4 billion, according to the year-end analysis...

Tuesday 10 February 2026

SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power...

Tuesday 10 February 2026

China reportedly enters HBM3 mass production as South Korea pushes into HBM4

China is preparing to initiate large-scale production of high-bandwidth memory (HBM), narrowing a technology gap with South Korea in a...

Tuesday 10 February 2026

Behind Nvidia’s fried-chicken diplomacy

Nvidia CEO Jensen Huang reportedly hosted a "fried chicken and beer" meeting in Silicon Valley on February 5, 2026, with SK Group chairman Tony Choi, according to industry sources...

Monday 9 February 2026

Can ZAM replace HBM? Intel, SoftBank push 'alternative' memory architecture

As the global AI computing race intensifies, the primary constraint is shifting from GPU architecture to memory physics. HBM capacity remains concentrated among Samsung, SK Hynix,...

Monday 9 February 2026

Samsung boosts HBM4 DRAM investment to secure market leadership

Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...

Monday 9 February 2026

Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies

The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to...

Friday 6 February 2026

YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries

China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving...

Thursday 5 February 2026

Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch

Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...

Wednesday 4 February 2026

Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM

SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

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