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NEWS TAGGED HBM
Wednesday 14 January 2026
CXMT launches US$4bn bid to break DRAM market control
Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating...
Tuesday 13 January 2026
Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
Tuesday 13 January 2026
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
DIGITIMES has recently published three latest research reports regarding Qualcomm's cloud AI ASIC business strategy for 2026, the status of the worldwide top-3 memory makers, plus...
Monday 12 January 2026
HP seeks Chinese memory suppliers as DRAM shortage bites
HP is reportedly evaluating Chinese memory suppliers as a global shortage of DRAM tightens supply for consumer devices, according to analyst commentary citing discussions with Bank...
Monday 12 January 2026
TEL expands AI memory capex, targets etching equipment market share
Japanese semiconductor equipment maker TEL is ramping up investments to capitalize on a supercycle in memory demand driven by artificial intelligence (AI) servers. With DRAM and other...
Sunday 11 January 2026
CES 2026: Nvidia CEO says memory supply secure but AI demands more fabs
Nvidia CEO Jensen Huang addressed concerns over tight memory supply and soaring prices during a media Q&A at CES 2026, stating that Nvidia is likely the world's only chip company...
Thursday 8 January 2026
CES 2026: Nvidia and Samsung signal possible talks on next-generation memory

During the CES 2026 technology show, Nvidia executives made an unannounced visit to Samsung Electronics' private semiconductor exhibition...

Wednesday 7 January 2026
Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...
Wednesday 7 January 2026
Global top-3 memory maker status, 4Q25

Introduction

Wednesday 7 January 2026
Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...
Wednesday 7 January 2026
Samsung speeds Pyeongtaek P5 fab toward 2028 output

Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production...

Tuesday 6 January 2026
CES 2026: SK Hynix showcases next-gen AI memory solutions
SK Hynix Inc. said it will showcase its next-generation AI memory solutions at CES 2026, where it plans to operate a customer exhibition booth at the Venetian Expo in Las Vegas from...
Tuesday 6 January 2026
Samsung to restart construction of Pyeongtaek P5 chip plant

Samsung Electronics will resume structural construction at its Pyeongtaek P5 semiconductor plant next month. The company halted the project last...

Tuesday 6 January 2026
SK hynix Showcases Next Generation AI Memory Innovation at CES 2026

Seoul, January 6, 2026 – SK hynix Inc. (or "the company", www.skhynix.com) announced today that it will open a customer exhibition booth at Venetian Expo and showcase...

Tuesday 6 January 2026
SK Hynix says HBM3E to dominate memory in 2026 as HBM4 ramps up

SK hynix announced on Jan. 5 that it expects its fifth-generation high-bandwidth memory, HBM3E, to remain the dominant product in the...