TokenPost topic
HBM
21 TokenPost stories are tagged HBM. The newest appear first.
Latest HBM stories
- SK hynix and Peers Show AI Memory Designs Beyond HBM at OCP
SK hynix's CXL modules had 80 GB/s of bandwidth, while a shared SSD pool demonstrated large gains for AI cache workloads.
· Technology
- Samsung Advances HBM Packaging Plant Opening by One Year
The Asan line is scheduled to begin operating in June 2028 and will make HBM4E and other next-generation memory products.
· Business
- Samsung and SK Hynix Urged to Secure HBM Co-Design Roles
Sungkyunkwan University chemical engineering professor Kwon Seok-joon outlined four paths for Taiwan Semiconductor Manufacturing Co. (TSMC) to expand into higher-value memory work. A former SK Hynix executive warned S…
· Technology
- Analysts Debate How AI Memory Agreements Would Handle Demand Shifts
Citrini researcher Jukan and semiconductor analyst Damnang disagree over whether co-designed memory limits customer flexibility. Earlier onsemi and Microchip cases involved contract adjustments outside HBM.
· Business
- Memory Suppliers May Set Q4 Revenue Records as HBM Prices Rise
Samsung held 38% of the DRAM market in the third quarter, while SK Hynix’s revenue grew more than 40% quarter over quarter.
· Business
- Micron Pauses Work on $3 Billion to $4.5 Billion Taoyuan Plant
The Taiwan site was slated to produce high-bandwidth memory and DRAM from 2028; Micron says its existing operations there remain normal.
· Business
- Samsung Plans November Construction Start at Taylor Fab 2
The reported contracts cover HBM base dies, while Samsung has set a 2030 mass-production target for the Texas facility.
· Business
- Samsung Says 2027 HBM Supply Is Already Sold Out at Agreed Target Prices
Samsung expects about ₩84.4 trillion in companywide 2026 capital spending, including ₩76.8 trillion for Device Solutions (DS).
· Business
- SK Hynix Plans $75 Billion Shareholder Return After Record AI Quarter
The South Korean memory maker said HBM and DRAM supply is sold out through 2029, while demand for HBM is twice what it can currently supply.
· Business
- 2025 Chip Revenue Estimate Ranks SK hynix Ahead of Intel
The estimates differ from company filings, while memory integrated circuits accounted for more than half of second-quarter 2026 semiconductor revenue.
· Business
- Micron Maps HBM Roadmap Through 2030, Sees Memory Imbalance for Two Years
The plan places HBM4E in 2027 and targets second-half 2027 ramps for a new DRAM node and G11 NAND.
· Technology
- Chip Designers Rank Memory Among Top Constraints in Small Panel
Eight of 22 respondents cited memory or HBM, close to the seven who named advanced packaging. Micron’s DRAM prices rose faster than bit shipments in fiscal Q4.
· Business
- Samsung Electronics Lifts HBM Revenue Share to 33% in Second Quarter
SK hynix remained the largest supplier by revenue share at 50%, down from 58% in the first quarter; Micron’s share slipped to 18%.
· Business
- Samsung Continues Pyeongtaek Chip Work as AI Memory Supply Stays Tight
P4 equipment installation and P5 construction are at different stages. Samsung's second-quarter outlook projected faster demand growth for server DRAM, enterprise SSDs and HBM in the second half of 2026.
· Business
- Micron to Present Multigeneration Technology Roadmap at Oct. 21 Webinar
Scott DeBoer will discuss DRAM, high-bandwidth memory and NAND, customer design work and long-term research.
· Technology
- Samsung to Use TSMC’s 3-Nanometer Process for Nvidia’s NVHBM Base Dies
Nvidia’s specifications also call for 1c DRAM core dies at Samsung, SK hynix and Micron, while Samsung’s standard HBM4 and HBM4E use its own 4-nanometer base-die process.
· Technology
- Elon Musk Says Micron Has Been Reasonable on Future Memory Prices
The Tesla and SpaceX CEO linked Micron’s pricing approach to long-term customer loyalty, while criticizing suppliers he did not name.
· Business
- Tesla CEO Elon Musk Praises Micron’s Memory Pricing Approach
Samsung, SK Hynix and Micron accounted for a combined 87.6% of global DRAM revenue in the second quarter of 2026.
· Business
- Micron Shares Trade 33.8% Above Fair-Value Estimate After 10-K
Micron reported record fiscal 2026 revenue of $133.2 billion as artificial-intelligence data-center demand drove growth in memory products.
· Investing
- DA Davidson Raises Micron Target to $3,000 on AI Memory Demand
The firm maintained its buy rating, citing high-bandwidth memory demand, supply constraints and about $150 billion in unfulfilled contracts.
· Business
- Micron Earnings Put HBM Demand and the Memory Cycle Under Scrutiny
The company’s fiscal fourth-quarter guidance trails consensus estimates as investors weigh artificial-intelligence demand, conventional DRAM pricing and fiscal 2027 spending.
· Business