Tag: hbm4

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.

Micron confirms HBM4 memory mass production will start this quarter, contradicting rumors of low demand from Nvidia as competition heats up.

Samsung will start delivering HBM4 memory chips commercially in February, supplying Nvidia for its next-gen AI supercomputing platform.

Intel reveals a groundbreaking AI chip prototype with four logical units and a dozen HBM4 stacks, showcasing its hardware packaging expertise.

Samsung will start manufacturing HBM4 memory for Nvidia next month, marking a key step in high-performance memory supply for GPUs.

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