News tagged HBM4 at DIGITIMES

NEWS TAGGED HBM4

Monday 15 June 2026

SK Hynix readies HBM4 packaging push as Nvidia demand grows

SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for...

Tuesday 9 June 2026

Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%

Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders,...

Tuesday 9 June 2026

SK Hynix orders Hanmi equipment for HBM4 capacity buildout

SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand...

Tuesday 9 June 2026

Nvidia-SK Hynix pact sharpens memory race with Samsung, Micron

Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and...

Tuesday 9 June 2026

Samsung is already shipping HBM4 for Vera Rubin — and is now negotiating HBM5 and next-gen foundry with Nvidia

Samsung Electronics signaled that discussions on cooperation with Nvidia are progressing smoothly, and that collaboration in next-generation memory and foundry services will continue...

Friday 5 June 2026

Hanmi Semiconductor eyes record sales in Computex debut as HBM4 demand grows

Hanmi Semiconductor is projecting record annual revenue this year, as rising demand for high-bandwidth memory equipment lifts prospects for the South Korean chip-equipment maker and...

Thursday 4 June 2026

HBM4 supply in focus as SK's Chey meets TSMC's Wei

SK Group chairman Chey Tae-won met TSMC chairman C.C. Wei in Taiwan on June 3, as SK Hynix and TSMC map out future cooperation in HBM4 base dies, advanced logic processes, and custom...

Wednesday 3 June 2026

Micron's HBM4 push signals bigger Nvidia supply role

Micron Technology may supply more HBM4 memory for Nvidia's next-generation Vera Rubin platform than the market currently expects, as the US memory maker ramps up equipment investment...

Friday 29 May 2026

Samsung begins shipment of HBM4E samples as AI memory competition intensifies

Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI...

Tuesday 26 May 2026

Samsung's P4 HBM push could worsen DRAM crunch in 2027

Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

Monday 18 May 2026

Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up

Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according to IT Chosun, underscoring the intensifying...

Friday 15 May 2026

Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp

Market fears over Nvidia's next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved...

Wednesday 13 May 2026

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process...

Monday 11 May 2026

Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP

Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can...

Monday 11 May 2026

AI inference boom fuels memory race, with Samsung in pursuit

AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running...

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RESEARCH INSIGHTS

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