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NEWS TAGGED HBM
Wednesday 6 May 2026
SoftBank, Intel target HBM limits with 9-layer memory
SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints...
Tuesday 5 May 2026
South Korea eyes memory-led AI order against Nvidia
As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather...
Tuesday 5 May 2026
SK Hynix disputes report on M15X memory investment shift

SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea,...

Monday 4 May 2026
ADT lands US AI chip deal using Samsung 4nm
ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based AI fabless company to develop and supply HPC SoC chiplets for AI data-center applications...
Monday 4 May 2026
Samsung strike exposes AI-era pay divide, raises HBM supply risks

A looming strike at Samsung Electronics is exposing deeper fractures than a typical labor dispute, with widening pay gaps, divisional tensions,...

Monday 4 May 2026
Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

Monday 4 May 2026
China curbs memory speculation; DDR4 spot slides, contract prices surge

Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from...

Thursday 30 April 2026
Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
Alphabet's Google has unveiled its KV cache quantization compression technology, TurboQuant, promising dramatic reductions in memory usage for AI inference. While the innovation has...
Thursday 30 April 2026
Samsung memory buyers lock in longer deals as 2027 demand comes early

Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for...

Wednesday 29 April 2026
Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia,...
Tuesday 28 April 2026
AI lifts memory: SK Hynix hits 72% margin as Samsung nears 70%
SK Hynix reported record results for the first quarter of 2026, with operating margin reaching about 72% — among the highest globally — as artificial intelligence (AI)-driven...
Monday 27 April 2026
SK hynix receives 2026 IEEE Corporate Innovation Award

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it received the Corporate Innovation Award at the '2026 IEEE1 Honors Ceremony' held in New York...

Monday 27 April 2026
NEO Semiconductor advances 3D DRAM with POC validation
Driven by AI, demand for high-bandwidth memory (HBM) is surging, causing a supply shortage in DRAM and prompting cloud service providers to pre-book capacity for the next two years...
Sunday 26 April 2026
Samsung, Kingston reportedly lift SSD prices by over 10% as supply tightens

Samsung Electronics and Kingston Technology have reportedly notified distributors of price increases of more than 10% across their solid-state...

Sunday 26 April 2026
Samsung reportedly advances sub-10nm DRAM as SK Hynix targets HBM4E sampling
Samsung Electronics has reportedly produced a working die for sub-10nm DRAM, marking a potential breakthrough below the 10-nanometer threshold, according to The Elec. SK Hynix,...