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NEWS TAGGED HBM
Thursday 19 June 2025
Nvidia Rubin accelerates SK Hynix's lead in HBM4 supply race
As Nvidia prepares to begin supplying samples of its next-generation AI accelerator "Rubin," industry sources report that SK Hynix is accelerating shipments of sixth-generation high-bandwidth...
Thursday 19 June 2025
Huawei supernode neck-and-neck against Nvidia's, but supply chain risks loom

Huawei's new in-house constructed AI system, the CloudMatrix 384 supernode, integrated with its new AI accelerator and a rack-scale architecture...

Wednesday 18 June 2025
Trump tightens China chip curbs as Nvidia's H20 faces new export limits
The US expanded semiconductor restrictions to include Nvidia's H20 chip, previously the only compliant AI processor available to Chinese buyers, as the Trump administration deepens...
Wednesday 18 June 2025
CXMT targets 2027 HBM3E launch as China races to close HBM gap
China continues to lag behind memory giants SK Hynix, Micron, and Samsung Electronics in developing high bandwidth memory (HBM) technology. Although US export controls on semiconductor...
Monday 16 June 2025
Hanwha Semitech faces patent war with Hanmi Semiconductor over TCB breakthrough
A high-stakes patent dispute between Hanwha Semitech and Hanmi Semiconductor over a critical piece of equipment in the HBM production process — the TCB machine — is set...
Saturday 14 June 2025
Samsung to benefit from soaring DDR4, LPDDR4 prices in 2Q25
The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business...
Friday 13 June 2025
Micron ships HBM4 to key customers, targets solid market share in 2025
As data centers face increasing demands for AI training and inference workloads, high-bandwidth memory (HBM) has become a critical competitive edge for memory manufacturers. Micron...
Friday 13 June 2025
Micron reportedly clinches SOCAMM lead with Nvidia's greenlight
Nvidia has reportedly tapped Micron Technology as the first supplier of its next-generation small outline compression attached memory module (SOCAMM) chips, putting the US-based memory...
Friday 13 June 2025
Samsung, SK Hynix redo strategies ahead of HBM4 mass production, says report
As mass production of sixth-generation HBM4 nears, South Korean chip giants Samsung Electronics and SK Hynix are aggressively reconstructing their semiconductor equipment supply chains...
Friday 13 June 2025
Micron pledges US$200 billion investment in US manufacturing
Chipmaker Micron Technology Inc. said it will spend about US$200 billion on US manufacturing, research and development, the latest company to pledge large-scale investments in the...
Thursday 12 June 2025
SK Hynix warns of rockier 2H25, leans on multi-sourcing strategy
SK Hynix President and CEO Kwak Noh-jung warned that growing tariff-related uncertainty could heighten market volatility in the second half of 2025. He shared these views during the...
Thursday 12 June 2025
Samsung reportedly fails third Nvidia HBM3E test; eyes re-certification in September
Samsung Electronics has reportedly failed its third attempt at obtaining Nvidia's certification for 12-layer HBM3E chips in June 2025, according to a recent report by a Hong Kong...
Wednesday 11 June 2025
Trump's EDA cutoff cripples China's advanced node, HBM ambitions
The Trump administration has escalated its tech crackdown on China with a sweeping ban on Electronic Design Automation (EDA) software exports. On May 29, 2025, Synopsys, Cadence,...
Tuesday 10 June 2025
Samsung likely to rely on HBM4 as UBS reports delay in 12-layer HBM3E certification
European financial securities firm UBS recently released a report indicating that Samsung Electronics' anticipated 12-layer HBM3E, originally expected by June 2025, may not be ready...
Monday 9 June 2025
Korean equipment firms see Chinese memory makers flooding premium orders amid US curbs
South Korean semiconductor equipment manufacturers are seeing a surge in demand from Chinese memory chipmakers, according to a report from Hankyung. ChangXin Memory Technologies...