# #HBM in the news

October 28, 2026 at 02:42 PM

> SK Hynix Hits Record 80% Margin Amid Memory Crisis · NVIDIA Updates Vera Rubin System Specifications · CXMT Begins Production of HBM3 Memory Chips

[SK Hynix Hits Record 80% Margin Amid Memory Crisis](<https://hardwarebrief.com/article/sk-hynix-hits-record-80-margin-amid-memory-crisis-635f89bb>)
*October 28, 2026 at 02:42 PM* - 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.

[NVIDIA Updates Vera Rubin System Specifications](<https://hardwarebrief.com/article/nvidia-updates-vera-rubin-system-specifications-c56403d0>)
*October 26, 2026 at 09:30 AM* - NVIDIA revises Vera Rubin Superchip specs, adjusting HBM and NVLink bandwidth while increasing scale-out networking throughput.

[CXMT Begins Production of HBM3 Memory Chips](<https://hardwarebrief.com/article/cxmt-begins-production-of-hbm3-memory-chips-dff72353>)
*September 9, 2026 at 11:55 AM* - 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](<https://hardwarebrief.com/article/samsung-allocates-50-of-4nm-capacity-to-hbm4-9c36b1b6>)
*September 7, 2026 at 11:29 AM* - 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](<https://hardwarebrief.com/article/samsung-unveils-zhbm-roadmap-at-hot-chips-2026-0e8bc7bd>)
*September 1, 2026 at 04:39 PM* - 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](<https://hardwarebrief.com/article/sk-hynix-denies-intel-foundry-hbm-partnership-e9e9df45>)
*August 31, 2026 at 08:18 AM* - 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](<https://hardwarebrief.com/article/nvidia-unveils-nvhbm-custom-memory-solution-04a2fb87>)
*August 26, 2026 at 08:17 PM* - 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](<https://hardwarebrief.com/article/micron-unveils-hbm4-with-2800-gb-s-bandwidth-77b4bf17>)
*August 24, 2026 at 09:39 AM* - Micron's new HBM4 architecture doubles IO count and channels to boost AI reliability and address critical memory bandwidth bottlenecks.