News tagged HBM at DIGITIMES

NEWS TAGGED HBM

Wednesday 24 September 2025

Huawei's custom HBM challenges the existing memory hegemony

China is moving aggressively into the high-performance DRAM market dominated by Samsung Electronics and SK Hynix, with its sights set on customized high-bandwidth memory (HBM). The...

Wednesday 24 September 2025

Micron sees demand broaden; ramps 1y DRAM and manufacturing expansion plans

Micron Technology raised its 2025 outlook on stronger data center demand while keeping supply growth disciplined. Growth in PCs, smartphones, and automotive markets remains modest,...

Wednesday 24 September 2025

Micron secures six HBM4 customers as AI-driven DRAM demand grows

Micron Technology is sharpening its product roadmap to capture surging demand from artificial intelligence applications, unveiling advances in high-bandwidth memory and expanding its...

Wednesday 24 September 2025

Micron lifts margins and outlook, signaling tight supply-demand dynamics in memory markets

Micron reported strong fourth-quarter fiscal 2025 results with revenue and margins surging on high-bandwidth memory demand, while guidance topped expectations. Analysts hailed the...

Tuesday 23 September 2025

Samsung reportedly struggles with HBM4 yields as SK Hynix leads memory race

Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead...

Tuesday 23 September 2025

Hanwha Semitech reportedly courts Foxconn, ASE in OSAT race

Hanwha Semitech is stepping up its push into Taiwan's semiconductor supply chain, holding closed-door talks with Foxconn and ASE Holdings at SEMICON Taiwan 2025, according to South...

Monday 22 September 2025

Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr...

Monday 22 September 2025

Commodity DRAM and NAND prices set to rise in 2026 as AI chip boom creates shortage

South Korean industry and securities analysts predict that prices for general-purpose DRAM and NAND Flash will rise in 2026 amid looming supply shortages. The crunch stems from memory...

Monday 22 September 2025

Samsung clears Nvidia’s 12-layer HBM3E test as shares hit year’s high

Samsung Electronics has reportedly passed Nvidia's quality testing for 12-layer fifth-generation high bandwidth memory (HBM3E) and is set to begin shipments, according to multiple...

Friday 19 September 2025

Nvidia's Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains

Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new...

Friday 19 September 2025

Samsung gains edge as Micron falters on Nvidia's HBM4 demands

As Nvidia raises the performance threshold for fourth-generation high-bandwidth memory (HBM4), reports suggest that Micron Technology may be struggling to meet these standards. Industry...

Friday 19 September 2025

Huawei's Ascend chips to surpass Nvidia's China-only GPUs with up to 8 PFLOPS, 14.4TB/s bandwidth

US export controls have capped the performance of Nvidia's "China-only" GPUs, opening the door for domestic chipmakers to compete. Huawei's Ascend roadmap, announced at its 2025 Connect...

Friday 19 September 2025

Huawei Ascend 950 to feature in-house HBM in 2026, advancing China's AI memory independence

Huawei unveiled its next-generation Ascend AI chip roadmap at the 2025 Connect summit, highlighting a milestone for China's semiconductor ambitions. Starting in early 2026, the Ascend...

Friday 19 September 2025

Samsung and SK Hynix set stage for global battle over HBM4 chips

SK Hynix has announced it is the first in the world to establish a mass production system for sixth-generation High Bandwidth Memory (HBM4),...

Thursday 18 September 2025

Huawei charts 6-year Ascend AI chip roadmap, showcasing HBM advances and SuperNode scale

Huawei is pressing ahead with its in-house chip and AI infrastructure strategy despite escalating US–China tech tensions. At Huawei Connect 2025 in Shanghai, deputy and rotating...

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Jan 30, 12:05

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026

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RESEARCH INSIGHTS

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