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HBM
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SK Hynix shares rose 2.4% after OpenAI CEO visited South Korea to discuss HBM supply and AI infrastructure.
SK Hynix shares rose 2.4% after OpenAI CEO Sam Altman reportedly visited South Korea to discuss HBM supply and the Stargate AI infrastructure with SK Group executives. SK Hynix stated that customer de
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SK Hynix Posts Record Q3 Revenue of ₩104.6 Trillion, Forecasts AI Memory Demand to Outrun Supply Through 2030; DRAM and HBM Sold Out Until 2029
SK Hynix Posts Record Q3 Revenue of ₩104.6 Trillion, Forecasts AI Memory Demand to Outrun Supply Through 2030; DRAM and HBM Sold Out Until 2029
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KeyBanc: Expects HBM prices to rise 80%-100% in Q1 next year, and DRAM and NAND prices to increase by 15%-20% in Q4.
KeyBanc Capital Markets analyst John Vinh noted in his Asia research report that High Bandwidth Memory (HBM) prices are expected to increase by 80% to 100% quarter-over-quarter in Q1 2027, driven by A
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SK hynix expands AI memory strategy beyond HBM to tackle inference bottlenecks
SK hynix is expanding its AI memory strategy beyond high-bandwidth memory (HBM), developing new technologies to address growing data bottlenecks as artificial intelligence shifts toward more complex i
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SK Hynix unveils two major AI memory technologies, MARS and HBF, with HBF offering 14 times the capacity of HBM.
SK Hynix unveiled its MARS memory acceleration architecture and HBF high-bandwidth flash technology at the 2026 OCP Global Summit, aiming to address memory bottlenecks in AI inference and training. Th
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Samsung Electronics has locked in approximately 80% of its memory chip production capacity for next year through long-term agreements, with tech giants vying for the remaining 20%.
Samsung Electronics has reportedly secured buyers for approximately 80% of its memory chip production, including High Bandwidth Memory (HBM), for next year through long-term supply agreements, the Kor
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Samsung's HBM prices tipped to more than double in 2027
Samsung Electronics' high-bandwidth memory (HBM) prices are expected to more than double in 2027, driven by the industry's shift to HBM4 technology and tight DRAM supply, according to KB Securities. T
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Goldman Sachs: Foreign investors' holdings in South Korea's KOSPI semiconductor sector have fallen to a historical low, 2.1 standard deviations below the historical average.
According to Goldman Sachs data, foreign ownership in the South Korean KOSPI semiconductor sector has fallen to 49.1%, 2.1 standard deviations below its historical average, with almost all of the posi
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Samsung Executive: HBM Expected to Account for Nearly 30% of DRAM Production Capacity by 2027, Traditional Memory Supply May Further Tighten and Drive Up Prices
According to Reuters, Kim Taewoo, Executive Vice President at Samsung Electronics, stated that High Bandwidth Memory (HBM) is expected to account for nearly 30% of the global DRAM industry's total waf
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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
-
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
-
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
-
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
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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
-
SK Hynix shares rose 2.4% after OpenAI CEO visited South Korea to discuss HBM supply and AI infrastructure.
SK Hynix shares rose 2.4% after OpenAI CEO Sam Altman reportedly visited South Korea to discuss HBM supply and the Stargate AI infrastructure with SK Group executives. SK Hynix stated that customer de
-
SK Hynix Posts Record Q3 Revenue of ₩104.6 Trillion, Forecasts AI Memory Demand to Outrun Supply Through 2030; DRAM and HBM Sold Out Until 2029
SK Hynix Posts Record Q3 Revenue of ₩104.6 Trillion, Forecasts AI Memory Demand to Outrun Supply Through 2030; DRAM and HBM Sold Out Until 2029
-
KeyBanc: Expects HBM prices to rise 80%-100% in Q1 next year, and DRAM and NAND prices to increase by 15%-20% in Q4.
KeyBanc Capital Markets analyst John Vinh noted in his Asia research report that High Bandwidth Memory (HBM) prices are expected to increase by 80% to 100% quarter-over-quarter in Q1 2027, driven by A
-
SK hynix expands AI memory strategy beyond HBM to tackle inference bottlenecks
SK hynix is expanding its AI memory strategy beyond high-bandwidth memory (HBM), developing new technologies to address growing data bottlenecks as artificial intelligence shifts toward more complex i
-
SK Hynix unveils two major AI memory technologies, MARS and HBF, with HBF offering 14 times the capacity of HBM.
SK Hynix unveiled its MARS memory acceleration architecture and HBF high-bandwidth flash technology at the 2026 OCP Global Summit, aiming to address memory bottlenecks in AI inference and training. Th
-
Samsung Electronics has locked in approximately 80% of its memory chip production capacity for next year through long-term agreements, with tech giants vying for the remaining 20%.
Samsung Electronics has reportedly secured buyers for approximately 80% of its memory chip production, including High Bandwidth Memory (HBM), for next year through long-term supply agreements, the Kor
-
Samsung's HBM prices tipped to more than double in 2027
Samsung Electronics' high-bandwidth memory (HBM) prices are expected to more than double in 2027, driven by the industry's shift to HBM4 technology and tight DRAM supply, according to KB Securities. T
-
Goldman Sachs: Foreign investors' holdings in South Korea's KOSPI semiconductor sector have fallen to a historical low, 2.1 standard deviations below the historical average.
According to Goldman Sachs data, foreign ownership in the South Korean KOSPI semiconductor sector has fallen to 49.1%, 2.1 standard deviations below its historical average, with almost all of the posi
-
Samsung Executive: HBM Expected to Account for Nearly 30% of DRAM Production Capacity by 2027, Traditional Memory Supply May Further Tighten and Drive Up Prices
According to Reuters, Kim Taewoo, Executive Vice President at Samsung Electronics, stated that High Bandwidth Memory (HBM) is expected to account for nearly 30% of the global DRAM industry's total waf
-
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
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HBM
24H Trending
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1
SK Hynix fell 5.15% from its previous close, currently trading at ₩1,326,000.
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