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    NEWS TAGGED HBM
    Friday 16 January 2026
    Phison, Infinitix build enterprise AI infrastructure stack

    Demand for high-performance compute and storage for AI training and inference continues to climb. Phison has partnered with AI infrastructure...

    Thursday 15 January 2026
    SK Hynix accelerates Yongin fab launch by three months
    SK Hynix plans to bring forward the opening of a new semiconductor factory by three months and will also begin operating another new plant in February 2026, as surging memory demand...
    Thursday 15 January 2026
    ASML CEO claims China's EUV lags by 8 gen ahead of 4Q25 earnings
    ASML, the Dutch semiconductor equipment leader and exclusive supplier of EUV lithography systems, is set to release its fourth-quarter 2025 and full-year financial results on January...
    Thursday 15 January 2026
    Samsung reportedly files new HBM trademarks as HBM4 advances
    Samsung Electronics has reportedly filed a series of new trademarks related to high bandwidth memory as it advances preparations for its sixth-generation HBM4 products.
    Wednesday 14 January 2026
    SK Hynix to invest in new advanced packaging plant amid AI memory demand
    SK Hynix has announced plans to invest KRW19 trillion (US$13.02 billion) to construct a new advanced packaging facility, P&T7, in Cheongju, North Chungcheong Province, South Korea...
    Wednesday 14 January 2026
    CXMT launches US$4bn bid to break DRAM market control
    Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating...
    Tuesday 13 January 2026
    Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
    The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
    Tuesday 13 January 2026
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
    DIGITIMES has recently published three latest research reports regarding Qualcomm's cloud AI ASIC business strategy for 2026, the status of the worldwide top-3 memory makers, plus...
    Monday 12 January 2026
    HP seeks Chinese memory suppliers as DRAM shortage bites
    HP is reportedly evaluating Chinese memory suppliers as a global shortage of DRAM tightens supply for consumer devices, according to analyst commentary citing discussions with Bank...
    Monday 12 January 2026
    TEL expands AI memory capex, targets etching equipment market share
    Japanese semiconductor equipment maker TEL is ramping up investments to capitalize on a supercycle in memory demand driven by artificial intelligence (AI) servers. With DRAM and other...
    Sunday 11 January 2026
    CES 2026: Nvidia CEO says memory supply secure but AI demands more fabs
    Nvidia CEO Jensen Huang addressed concerns over tight memory supply and soaring prices during a media Q&A at CES 2026, stating that Nvidia is likely the world's only chip company...
    Thursday 8 January 2026
    CES 2026: Nvidia and Samsung signal possible talks on next-generation memory

    During the CES 2026 technology show, Nvidia executives made an unannounced visit to Samsung Electronics' private semiconductor exhibition...

    Wednesday 7 January 2026
    Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
    When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...
    Wednesday 7 January 2026
    Global top-3 memory maker status, 4Q25

    Introduction

    Wednesday 7 January 2026
    Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
    Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...
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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook