Tag: hbm4

JEDEC has approved the SPHBM4 memory standard, reducing costs without sacrificing speed through compatibility with organic substrates.

Samsung has generated over $1 billion in HBM4 memory sales since February 2026, while SK hynix reassesses its supply expansion approach.

Nvidia and SK hynix have entered a long-term agreement to supply HBM4 memory for Nvidia’s Vera Rubin accelerators.

Nvidia approves all leading HBM4 memory vendors as it prepares to launch Vera Rubin servers with next-gen accelerators next quarter.

SK hynix is considering Intel as a manufacturing partner for its upcoming HBM4 memory, potentially shifting from TSMC reliance.

SK hynix’s operating profit is expected to soar this year, propelled by AI demand, potentially surpassing Microsoft and Google individually.

AMD and Samsung have signed a new memorandum to advance their joint development of HBM4 memory technology for AI accelerator applications.

Micron starts large-scale manufacturing of 12-layer HBM4 memory chips to support Nvidia’s new Vera Rubin AI platform.

Samsung initiates shipments of HBM4 memory chips, aiming to increase its global HBM market share from 20% to 28%.

Samsung will halt 2D NAND flash production and repurpose facilities to meet rising demand for HBM4 memory driven by AI advancements.

Samsung aims to regain leadership in AI memory by selling its HBM4 chips at a 20–30% premium over SK Hynix’s HBM3E.

Nvidia lowers HBM4 memory speed demands to ensure stable supply amid challenges meeting JEDEC standard performance.

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