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    NEWS TAGGED HBM
    Monday 25 August 2025
    Nvidia reportedly pushes Samsung to step up HBM4 production
    Nvidia executives have reportedly urged Samsung Electronics to prioritize production of sixth-generation high-bandwidth memory (HBM4) rather than fifth-generation 12-layer HBM3 during...
    Monday 25 August 2025
    SK Hynix CDO reflects on breaking Samsung’s 30-year DRAM reign
    SK Hynix Inc.'s Chief Development Officer, Hyun Ahn, described the day the company became the leading global DRAM supplier as the happiest of his career. The milestone, achieved in...
    Saturday 23 August 2025
    Samsung reportedly clears Nvidia's HBM4 checks as meeting between Jensen Huang and Lee Jae-Yong gains attention
    Samsung Electronics' sixth-generation high-bandwidth memory (HBM4), delivered to Nvidia in July 2025, has reportedly cleared reliability testing, positioning it for pre-production...
    Saturday 23 August 2025
    Micron sells out 2026 HBM supply, SK Hynix and Samsung play catch-up
    Micron has struck a confident tone in the race for high-bandwidth memory, announcing that all of its 2026 production has already been committed to customers. Chief Business Officer...
    Friday 22 August 2025
    Nvidia's HBM supply chain to undergo major reshuffle in 2026
    The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...
    Thursday 21 August 2025
    Samsung's Lee Jae-yong hints at 2026 chip comeback after US visit
    Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea this week after more than two weeks in the US, telling reporters at the airport he was "ready for 2026."...
    Thursday 21 August 2025
    Chinese firms enter advanced hybrid bonding race as global chipmakers accelerate
    With Moore's Law losing momentum, advanced packaging has become the industry's next significant lever to drive performance gains. At the center of this race is hybrid bonding, widely...
    Wednesday 20 August 2025
    Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

    Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

    Wednesday 20 August 2025
    Huawei turns to software to ease pain from China's scarce AI memory
    The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has...
    Wednesday 20 August 2025
    Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
    Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently...
    Tuesday 19 August 2025
    Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

    Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...

    Tuesday 19 August 2025
    SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk
    The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the...
    Tuesday 19 August 2025
    China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
    China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...
    Monday 18 August 2025
    Huawei tests China's first HBM3 as CXMT accelerates expansion to counter supply squeeze
    China's push for self-reliance in artificial intelligence (AI) semiconductors is running into fresh obstacles as Washington tightens controls on advanced memory. In response, ChangXin...
    Monday 18 August 2025
    SK Hynix labor dispute delays Nvidia HBM supply talks
    A proposed bonus exceeding KRW100 million (US$72,000) per employee threatens to spark SK Hynix's first full-scale strike, with stalled high-bandwidth memory (HBM) supply talks heightening...
    9/48 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    APD: Technology-Driven Innovation Powering Global Growth
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