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HBM
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Micron Technology plans to increase high-bandwidth memory (HBM) production to 100,000 wafers per month by end-2026, up from 40,000-50,000
The company aims to significantly boost its HBM output to meet strong demand from the artificial intelligence (AI) sector, where HBM is critical for its efficiency and higher pricing power. This move
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Huawei Reportedly Hikes Price of Ascend 950DT AI Chip by 60% to $37,300 Amid Surging Demand and HBM Shortages
Huawei Reportedly Hikes Price of Ascend 950DT AI Chip by 60% to $37,300 Amid Surging Demand and HBM Shortages
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Micron plans to double its monthly HBM wafer production to 100,000 wafers by the end of the year, aiming to catch up with Samsung and SK Hynix.
According to industry sources cited by Yonhap News, Micron Technology plans to double its monthly High Bandwidth Memory (HBM) production capacity to approximately 100,000 wafers by the end of this yea
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SK Hynix CEO States "Made in America" HBM Products Will Begin DRAM Wafer Production in South Korea
SK Hynix CEO Kwak Noh-jung stated at the groundbreaking ceremony on August 26 that the company's more than $4 billion HBM production facility in Indiana will be the gateway for the first "Made in Amer
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SK Hynix's silicon wafer procurement surged by 104% quarter-over-quarter in Q2 2026, significantly outpacing Samsung Electronics, to address AI memory inventory pressure and anticipated price hikes.
SK Hynix's silicon wafer procurement surged by 104% quarter-over-quarter in Q2 2026, significantly outpacing Samsung Electronics, to address AI memory inventory pressure and anticipated price hikes. A
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Samsung Electronics has locked in approximately 70% of its High Bandwidth Memory (HBM) production capacity through long-term agreements until 2031.
Samsung Electronics has reportedly secured approximately 70% of its HBM production capacity through long-term agreements with major clients such as Microsoft, NVIDIA, and Google, with these agreements
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SK Hynix is reportedly evaluating Intel Foundry's HBM base die solution, potentially starting with HBM4E to reduce costs; the company responded that some of the content is inconsistent with the facts.
According to the Korean newspaper The Herald Business, SK Hynix plans to diversify its supplier base by entrusting Intel with the production of the Base Die for its high-bandwidth memory (HBM) startin
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South Korea's SK Hynix begins construction of its first HBM chip packaging plant in the US, with an investment exceeding $4 billion.
Located in West Lafayette, Indiana, the project will include an advanced chip packaging facility and R&D complex for assembling next-generation HBM4E memory for U.S. customers to support AI infrastruc
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Analysis suggests Micron Technology's stock could surge after NVIDIA's earnings report.
Analysis indicates that Micron Technology, as one of NVIDIA's key suppliers for High Bandwidth Memory (HBM), has a stock performance closely tied to NVIDIA's results. The market generally expects NVID
-
Samsung discloses three-phase HBM roadmap, with the ultimate goal of zHBM architecture achieving 70% power reduction and 230% bandwidth improvement.
Samsung disclosed its three-phase roadmap for HBM evolution at the Hot Chips technology conference, with the ultimate goal of the zHBM architecture. This architecture aims to vertically stack DRAM dir
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Analysis suggests that Micron (Micron) stock price could see a parabolic surge after NVIDIA (Nvidia) releases its earnings report on August 26.
Analysis indicates that Micron is a key supplier of High Bandwidth Memory (HBM) for NVIDIA AI chips, such as the Vera Rubin processor. Given NVIDIA's trillion-dollar order backlog, its strong earnings
-
Analysis suggests NVIDIA will benefit more directly than Micron from AI infrastructure buildout in 2026, as hyperscaler capital expenditures increasingly flow towards its AI accelerators.
The analysis indicates that hyperscalers (such as Amazon, Microsoft, Google, and Meta Platforms) are projected to invest approximately $700 billion in capital expenditures by 2026, with about two-thir
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SK Hynix approves $38 billion investment for new memory fab, not expected to be operational before December 2028
SK Hynix's board of directors approved on August 7 a total investment of 54.3 trillion Korean Won (approximately 38 billion USD) for the construction of two new factories. Of this, 35.2 trillion Korea
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The Signia Small Cap Value Strategy will sell Hudbay Minerals (HBM) in the first half of 2026, achieving a valuation target of $21-23.
Signia Small Cap Value Strategy, under Signia Capital Management, disclosed in its Q2 investor letter that it had fully exited its position in mining company Hudbay Minerals Inc. (NYSE:HBM) in the fir
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Goldman Sachs Experts: HBM and DRAM Orders Sold Out Until 2027, But Quarter-over-Quarter Price Increases Expected to Peak in Q2-Q3 2027 and Moderately Decline
Sean Johnstone, a TMT expert for Europe at Goldman Sachs, pointed out in his latest report that HBM (High Bandwidth Memory) and DRAM orders are sold out until 2027, with long-term agreements having pr
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Analysis indicates that SK Hynix ranked first in HBM market share in Q1 2026 with 56.4%, and its Q2 revenue reached $55 billion.
An analysis report indicates that South Korean chip giant SK Hynix holds a leading position in the artificial intelligence (AI) memory market. According to IDC market data, SK Hynix ranked first in th
-
SK Hynix's board of directors approved an investment of approximately $38.282 billion (54.3 trillion Korean Won) to build two new wafer fabrication plants in South Korea.
This move aims to expand DRAM and NAND production bases to meet the growing demand for HBM and advanced memory driven by AI. Specifically, the Yongin Y2 factory will focus on HBM and next-generation D
-
NVIDIA is considering using less high-bandwidth memory for its Rubin Ultra GPU to address a shortage of advanced HBM chips, according to The Information.
NVIDIA is considering using less high-bandwidth memory for its Rubin Ultra GPU to address a shortage of advanced HBM chips, according to The Information.
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Goldman Sachs reiterated "buy" ratings for Samsung Electronics and SK Hynix, predicting HBM average selling prices could double by 2027, with long-term agreement terms more favorable to suppliers.
In a research report published on August 4, Goldman Sachs pointed out that despite the recent significant correction in the stock prices of Samsung Electronics and SK Hynix, their valuations have fall
-
Samsung Electronics unveils new 3D memory roadmap at FMS Summit, introducing zHBM, zNAND-O, and V10 BV-NAND, aiming for leadership in AI memory.
On August 4, local time, Samsung Electronics officially unveiled several cutting-edge memory technologies at the annual Flash Memory Summit (FMS). Among them, zHBM is a conceptual product that vertica
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Samsung Foundry's capacity utilization rate is expected to reach 100% within the year, with a chance to turn a profit.
Samsung Electronics' foundry business in South Korea is at a critical turning point, with its capacity utilization rate expected to reach 100% in the second half of this year, driven by demand for HBM
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SK Hynix Q2 Earnings Call: No Signs of a Slowdown in AI Investment; HBM4E to Enter Mass Production in 2027; Stock Price Plummets Over 10%
During its second-quarter earnings conference call with analysts, South Korea’s SK Hynix stated that it currently sees no signs of a slowdown in AI investment and expects AI infrastructure investment
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SK Hynix’s U.S. ADRs Trade at a Premium of Over 30%; Valuation Discrepancy Emerges Between “Korean Hynix” and “Global Hynix”
Svmuu News: According to monitoring by on-chain analyst Ai, there is currently a significant price disparity between SK Hynix’s domestic shares in South Korea and its U.S.-listed ADRs. The price of SK
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Analysts Lower SK Hynix's Second-Quarter Earnings Forecasts, but Expect Long-Term Profit Growth to Continue
Svmuu News: Citrini analyst jukan posted on X, stating that, KIS Semicon analyst Minsook Chae forecasts SK Hynix’s operating profit for the second quarter of 2026 at 60.4 trillion won, representing a
-
Micron Technology plans to increase high-bandwidth memory (HBM) production to 100,000 wafers per month by end-2026, up from 40,000-50,000
The company aims to significantly boost its HBM output to meet strong demand from the artificial intelligence (AI) sector, where HBM is critical for its efficiency and higher pricing power. This move
-
Huawei Reportedly Hikes Price of Ascend 950DT AI Chip by 60% to $37,300 Amid Surging Demand and HBM Shortages
Huawei Reportedly Hikes Price of Ascend 950DT AI Chip by 60% to $37,300 Amid Surging Demand and HBM Shortages
-
Micron plans to double its monthly HBM wafer production to 100,000 wafers by the end of the year, aiming to catch up with Samsung and SK Hynix.
According to industry sources cited by Yonhap News, Micron Technology plans to double its monthly High Bandwidth Memory (HBM) production capacity to approximately 100,000 wafers by the end of this yea
-
SK Hynix CEO States "Made in America" HBM Products Will Begin DRAM Wafer Production in South Korea
SK Hynix CEO Kwak Noh-jung stated at the groundbreaking ceremony on August 26 that the company's more than $4 billion HBM production facility in Indiana will be the gateway for the first "Made in Amer
-
SK Hynix's silicon wafer procurement surged by 104% quarter-over-quarter in Q2 2026, significantly outpacing Samsung Electronics, to address AI memory inventory pressure and anticipated price hikes.
SK Hynix's silicon wafer procurement surged by 104% quarter-over-quarter in Q2 2026, significantly outpacing Samsung Electronics, to address AI memory inventory pressure and anticipated price hikes. A
-
Samsung Electronics has locked in approximately 70% of its High Bandwidth Memory (HBM) production capacity through long-term agreements until 2031.
Samsung Electronics has reportedly secured approximately 70% of its HBM production capacity through long-term agreements with major clients such as Microsoft, NVIDIA, and Google, with these agreements
-
SK Hynix is reportedly evaluating Intel Foundry's HBM base die solution, potentially starting with HBM4E to reduce costs; the company responded that some of the content is inconsistent with the facts.
According to the Korean newspaper The Herald Business, SK Hynix plans to diversify its supplier base by entrusting Intel with the production of the Base Die for its high-bandwidth memory (HBM) startin
-
South Korea's SK Hynix begins construction of its first HBM chip packaging plant in the US, with an investment exceeding $4 billion.
Located in West Lafayette, Indiana, the project will include an advanced chip packaging facility and R&D complex for assembling next-generation HBM4E memory for U.S. customers to support AI infrastruc
-
Analysis suggests Micron Technology's stock could surge after NVIDIA's earnings report.
Analysis indicates that Micron Technology, as one of NVIDIA's key suppliers for High Bandwidth Memory (HBM), has a stock performance closely tied to NVIDIA's results. The market generally expects NVID
-
Samsung discloses three-phase HBM roadmap, with the ultimate goal of zHBM architecture achieving 70% power reduction and 230% bandwidth improvement.
Samsung disclosed its three-phase roadmap for HBM evolution at the Hot Chips technology conference, with the ultimate goal of the zHBM architecture. This architecture aims to vertically stack DRAM dir
-
Analysis suggests that Micron (Micron) stock price could see a parabolic surge after NVIDIA (Nvidia) releases its earnings report on August 26.
Analysis indicates that Micron is a key supplier of High Bandwidth Memory (HBM) for NVIDIA AI chips, such as the Vera Rubin processor. Given NVIDIA's trillion-dollar order backlog, its strong earnings
-
Analysis suggests NVIDIA will benefit more directly than Micron from AI infrastructure buildout in 2026, as hyperscaler capital expenditures increasingly flow towards its AI accelerators.
The analysis indicates that hyperscalers (such as Amazon, Microsoft, Google, and Meta Platforms) are projected to invest approximately $700 billion in capital expenditures by 2026, with about two-thir
-
SK Hynix approves $38 billion investment for new memory fab, not expected to be operational before December 2028
SK Hynix's board of directors approved on August 7 a total investment of 54.3 trillion Korean Won (approximately 38 billion USD) for the construction of two new factories. Of this, 35.2 trillion Korea
-
The Signia Small Cap Value Strategy will sell Hudbay Minerals (HBM) in the first half of 2026, achieving a valuation target of $21-23.
Signia Small Cap Value Strategy, under Signia Capital Management, disclosed in its Q2 investor letter that it had fully exited its position in mining company Hudbay Minerals Inc. (NYSE:HBM) in the fir
-
Goldman Sachs Experts: HBM and DRAM Orders Sold Out Until 2027, But Quarter-over-Quarter Price Increases Expected to Peak in Q2-Q3 2027 and Moderately Decline
Sean Johnstone, a TMT expert for Europe at Goldman Sachs, pointed out in his latest report that HBM (High Bandwidth Memory) and DRAM orders are sold out until 2027, with long-term agreements having pr
-
Analysis indicates that SK Hynix ranked first in HBM market share in Q1 2026 with 56.4%, and its Q2 revenue reached $55 billion.
An analysis report indicates that South Korean chip giant SK Hynix holds a leading position in the artificial intelligence (AI) memory market. According to IDC market data, SK Hynix ranked first in th
-
SK Hynix's board of directors approved an investment of approximately $38.282 billion (54.3 trillion Korean Won) to build two new wafer fabrication plants in South Korea.
This move aims to expand DRAM and NAND production bases to meet the growing demand for HBM and advanced memory driven by AI. Specifically, the Yongin Y2 factory will focus on HBM and next-generation D
-
NVIDIA is considering using less high-bandwidth memory for its Rubin Ultra GPU to address a shortage of advanced HBM chips, according to The Information.
NVIDIA is considering using less high-bandwidth memory for its Rubin Ultra GPU to address a shortage of advanced HBM chips, according to The Information.
-
Goldman Sachs reiterated "buy" ratings for Samsung Electronics and SK Hynix, predicting HBM average selling prices could double by 2027, with long-term agreement terms more favorable to suppliers.
In a research report published on August 4, Goldman Sachs pointed out that despite the recent significant correction in the stock prices of Samsung Electronics and SK Hynix, their valuations have fall
-
Samsung Electronics unveils new 3D memory roadmap at FMS Summit, introducing zHBM, zNAND-O, and V10 BV-NAND, aiming for leadership in AI memory.
On August 4, local time, Samsung Electronics officially unveiled several cutting-edge memory technologies at the annual Flash Memory Summit (FMS). Among them, zHBM is a conceptual product that vertica
-
Samsung Foundry's capacity utilization rate is expected to reach 100% within the year, with a chance to turn a profit.
Samsung Electronics' foundry business in South Korea is at a critical turning point, with its capacity utilization rate expected to reach 100% in the second half of this year, driven by demand for HBM
-
SK Hynix Q2 Earnings Call: No Signs of a Slowdown in AI Investment; HBM4E to Enter Mass Production in 2027; Stock Price Plummets Over 10%
During its second-quarter earnings conference call with analysts, South Korea’s SK Hynix stated that it currently sees no signs of a slowdown in AI investment and expects AI infrastructure investment
-
SK Hynix’s U.S. ADRs Trade at a Premium of Over 30%; Valuation Discrepancy Emerges Between “Korean Hynix” and “Global Hynix”
Svmuu News: According to monitoring by on-chain analyst Ai, there is currently a significant price disparity between SK Hynix’s domestic shares in South Korea and its U.S.-listed ADRs. The price of SK
-
Analysts Lower SK Hynix's Second-Quarter Earnings Forecasts, but Expect Long-Term Profit Growth to Continue
Svmuu News: Citrini analyst jukan posted on X, stating that, KIS Semicon analyst Minsook Chae forecasts SK Hynix’s operating profit for the second quarter of 2026 at 60.4 trillion won, representing a
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HBM
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1
Musk reposted a tweet stating that OpenAI's AI agents are conducting "self-adventurous experiments" in a "safety sandbox," even pressuring each other for "permanent death" in exchange for collective benefit.
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2
Houthis attack Saudi capital and Aramco facilities, US warns of "rapid escalation" of conflict, Saudi Arabia urgently seeks aid from multiple countries.
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Hong Kong to expand renminbi-denominated bond, gold and commodity markets, says Financial Secretary Paul Chan
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OpenAI is in preliminary discussions with investors for a new private funding round, potentially valuing the company at over $1.2 trillion.
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Goldman Sachs: Market "pricing in 4 rate hikes" is overly pessimistic, expects only two rate hikes in this cycle.
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NVIDIA VP: Vera Rubin Platform Achieves 30x Throughput Increase on Agentic AI Workloads
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Musk reposted a SpaceX tweet, confirming the deployment of 27 Starlink satellites.
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NVIDIA VP: Agentic AI to Boost Computing Power Demand 100-fold, Altering Traditional Scheduling Models
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Big Tech uses guarantees to keep $300bn of AI exposure off balance sheets, with Wall Street facilitating cheaper funding
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10
Google executive says Asia's AI adoption is outpacing perception, with demand rising for cost-effectiveness
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