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SK hynix has probably already sold most of the HBM DRAM it will make next year
As this year’s buyers rush to beat Trump’s tariffs
On-Prem28 Mar 2025 | 6
High bandwidth memory
High bandwidth memory (HBM) was developed as a way of boosting memory bandwidth for key applications by putting the chips inside the same package as the CPU or GPU chips, sometimes directly stacked on top of those so the connections are much shorter.
US logic in question, but perhaps American memory can still prevail
Comment With Intel's foundry future in doubt, Micron takes center stage in US Chips Act push
Storage03 Jan 2025 | 10
US Commerce Dept coughs up $6.1B Christmas present for Micron
Funding to support development of memory vendor's $125B fab expansion in New York and Idaho
Systems11 Dec 2024 | 9
Biden administration bars China from buying HBM chips critical for AI accelerators
Updated 140 Middle Kingdom firms added to US trade blacklist
Storage03 Dec 2024 | 7
After missing the AI boom – badly – Samsung shuffles the C-Suite
Memory and foundry businesses get new leaders as Chaebol seeks to enter HBM heaven
Systems28 Nov 2024 | 2
Jensen Huang asked SK hynix to give Nvidia 12-layer HBM4 chips earlier
12-layer HBM3E hardly off the manufacturing line
Storage05 Nov 2024 | 1
BROADER TOPICS
Samsung blames 'one-off costs' as Q3 chip profits plummet 40%
Unexpected expenses in semiconductor division overshadow revenue gains
Systems31 Oct 2024 |
With record revenue, SK hynix brushes off suggestion of AI chip oversupply
How embarrassing for Samsung
AI + ML24 Oct 2024 |
Samsung's HBM3E has been a disaster, but there's a path back
Comment 274% profit increase belies missed deadlines, botched launches, and scrambling leadership
Systems15 Oct 2024 | 1
SK hynix begins mass production of 36 GB 12-layer HBM3E
Should be Jensen Huang's hands in less than 60 days
Storage26 Sep 2024 | 2
Memory-maker Micron predicts new wave of server consolidation
AI boosted revenue last year, demand for more RAM in devices to help in 2025
Systems26 Sep 2024 | 1
Rising AI tide lifts price of all chips - HBM, natch, but also slower memory and storage
Thank binary brainboxes for helping to inflate PC and Smartphone prices
Systems08 Aug 2024 |
Samsung confirms Exynos 2500 chip as profit skyrockets on back of AI memory boom
Strikes? What strikes?
Personal Tech31 Jul 2024 | 1
Good news: Samsung predicts prodigious profit pop
Bad news: It's probably because you have to pay more for RAM
Systems05 Jul 2024 |
SK hynix pumps billions into HBM chips to meet AI demand
It's already sold out of stock for this year and next
Storage01 Jul 2024 |
Biting the hand that feeds IT
