SK Hynix Hits Record 80% Margin Amid Memory Crisis
- SK Hynix reports record profits and warns of a memory shortage until 2030, with HBM and DRAM production sold out through the end of 2029.
#HBM in the news
SK Hynix Hits Record 80% Margin Amid Memory Crisis · NVIDIA Updates Vera Rubin System Specifications · CXMT Begins Production of HBM3 Memory Chips
NVIDIA Updates Vera Rubin System Specifications
- NVIDIA revises Vera Rubin Superchip specs, adjusting HBM and NVLink bandwidth while increasing scale-out networking throughput.
CXMT Begins Production of HBM3 Memory Chips
- Chinese firm CXMT starts HBM3 production with eight-layer DRAM stacks while navigating manufacturing yields between 25% and 30%.
Samsung Allocates 50% of 4nm Capacity to HBM4
- Samsung Foundry shifts half of its 4nm production to HBM4 base dies as its market share grows to 38% amid rising customer demand.
Samsung Unveils zHBM Roadmap at Hot Chips 2026
- Samsung's new zHBM architecture integrates compute and memory into a single package to boost performance for AI and HPC accelerators.
SK hynix Denies Intel Foundry HBM Partnership
- SK hynix clarified that reports claiming Intel Foundry will manufacture HBM4 base dies are inaccurate, as no active contract exists.
NVIDIA Unveils NVHBM Custom Memory Solution
- NVIDIA and Amazon's Annapurna Labs have developed NVHBM technology to boost bandwidth and efficiency for future AI infrastructure.
Micron Unveils HBM4 With 2800 GB/s Bandwidth
- Micron's new HBM4 architecture doubles IO count and channels to boost AI reliability and address critical memory bandwidth bottlenecks.