News tagged HBM at DIGITIMES

NEWS TAGGED HBM

Friday 6 March 2026

Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue

Samsung Electronics announced that its 2nm process yield is improving faster than expected, signaling strong progress in semiconductor manufacturing. The company also revealed plans...

Thursday 5 March 2026

Persistent DRAM shortage to push prices and capacity investments higher, Nanya says

DRAM supply-demand tightness and rapid AI-driven demand expansion will drive contract prices up and prompt sustained capacity investment, Nanya Technology (NTC) president Pei-Ing Lee...

Thursday 5 March 2026

TSMC's 20-year advanced packaging strategy secures Apple and Nvidia ties

TSMC has solidified its critical role in the global semiconductor supply chain through nearly two decades of strategic investment in advanced packaging, positioning itself at the forefront...

Thursday 5 March 2026

Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt

Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...

Wednesday 4 March 2026

Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site...

Tuesday 3 March 2026

Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycle

With the semiconductor industry entering a supercycle and reporting record earnings, Samsung Electronics and SK Hynix are preparing to launch...

Tuesday 3 March 2026

DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally

AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...

Thursday 26 February 2026

Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?

All eyes are on Jensen Huang ahead of the March 16–19 GTC conference. Nvidia's chief executive has promised to unveil a chip unlike anything the world has seen before —and...

Thursday 26 February 2026

SK Hynix and Sandisk move to standardize HBF, shaking up AI memory ecosystem

SK Hynix and Sandisk have launched a consortium to standardize High Bandwidth Flash (HBF), positioning the technology as a next-generation memory layer for AI inference and heightening...

Thursday 26 February 2026

SK hynix, Sandisk Begin Global Standardization of HBF

Seoul, February 26, 2026 – SK hynix Inc. (or "the company", www.skhynix.com) and Sandisk Corporation held 'HBF Spec. Standardization Consortium Kick-Off' event...

Wednesday 25 February 2026

SK Hynix signals seller's market as memory prices set to climb all year

SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market,"...

Wednesday 25 February 2026

Elon Musk recruits South Korean chip talent as HBM sparks global war

Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...

Tuesday 24 February 2026

AI devours DRAM supply, SK’s Chey expands “monster chip” push

Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

Tuesday 24 February 2026

Nvidia reportedly adopts tiered HBM4 supply strategy, Samsung set to secure high-end GPU orders

Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product...

Monday 23 February 2026

Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge

Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook