News tagged HBM4 at DIGITIMES

NEWS TAGGED HBM4

Friday 5 September 2025

Samsung enters HBM4 race with aggressive pricing to win Nvidia supply deal

To reshape the high-bandwidth memory (HBM) market landscape, Samsung Electronics is reportedly set to engage in a "game of chicken" once...

Thursday 4 September 2025

Tech Forum 2025: ASICs, packaging, and HBM reshape the AI chip race

The global market for high-end cloud AI accelerators is approaching a major turning point. DIGITIMES forecasts that beginning in 2026, the supply chain will enter a new "decentralized"...

Thursday 28 August 2025

Samsung’s hush on HBM4 fuels doubts over Nvidia supply readiness

South Korean media report that Samsung Electronics' sixth-generation high-bandwidth memory (HBM4) has cleared Nvidia's preliminary tests and could enter pre-production (PP) by late...

Wednesday 27 August 2025

Samsung, SK Hynix face pivotal test as Nvidia targets 1Q26 for HBM4

South Korean media reports suggest Nvidia plans to complete final qualification tests for sixth-generation high-bandwidth memory (HBM4) in the first quarter of 2026, a milestone that...

Monday 25 August 2025

Intel's AI chip comeback: 2nm Jaguar Shores to rival Nvidia

Intel is reportedly leveraging its 2nm Intel Foundry process to develop artificial intelligence (AI) semiconductors, positioning itself to compete against industry leaders such as...

Monday 25 August 2025

Battle for HBM4 dominance: HBM capacity expected to reach 400,000 units by year-end

High bandwidth memory (HBM) has reshaped the global DRAM industry landscape, fueled by a surge in AI demand over the past three years. Nvidia's next-generation AI accelerator "Rubin"...

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...

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 CEO's third Taiwan trip in 2025: talk H20, US govt stake and visits TSMC

Nvidia CEO Jensen Huang made an unannounced visit to TSMC on August 22, arriving at Taipei airport early in the morning by private jet. Huang stated that the purpose of this trip to...

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...

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 capacity...

Wednesday 20 August 2025

Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit

The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...

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...

17/25 pages

BIZ FOCUS

Oct 8, 08:00

Nuvoton, AMI Empower AI Factories Via Arbel NPCM8XX OpenBMC

MOST-READ
7 DAYS NEWS

Full list