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UShbmsector

High Bandwidth Memory

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    recent signals

    2026-06-29·HBM·hbm supply shift
    medneutral

    Multiple signals point to a major acceleration in the HBM market.

    Multiple signals point to a major acceleration in the HBM market.

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    2026-06-25·HBM·hbm supply shift
    medneutral

    Two major HBM players reveal contrasting strategic moves.

    Two major HBM players reveal contrasting strategic moves.

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    2026-06-24·HBM·hbm supply shift
    lowup

    The JEDEC Solid State Technology Association has approved the SPHBM4 standard, which broadens packaging options for...

    The JEDEC Solid State Technology Association has approved the SPHBM4 standard, which broadens packaging options for HBM4 memory (Digitimes).

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    2026-06-09·HBM·hbm supply shift
    medup

    Recent reports indicate a significant ramp in HBM4 supply.

    Recent reports indicate a significant ramp in HBM4 supply.

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    2026-05-29·HBM·new product launch
    highup

    Samsung Electronics has begun shipping samples of its 12-layer HBM4E memory chips, marking an industry first for...

    Samsung Electronics has begun shipping samples of its 12-layer HBM4E memory chips, marking an industry first for next-generation high-bandwidth memory.

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    2026-05-21·HBM·foundry capacity announcement
    medup

    SK Hynix is reportedly repurposing its Cheongju mask fabrication facility to focus on improving HBM yield rates,...

    SK Hynix is reportedly repurposing its Cheongju mask fabrication facility to focus on improving HBM yield rates, according to a Digitimes report on May 21, 2026.

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    2026-05-21·HBM·hbm supply shift
    lowup

    According to a May 21, 2026 report by DigiTimes, SK Hynix has reportedly shifted its Cheongju mask fabrication facility...

    According to a May 21, 2026 report by DigiTimes, SK Hynix has reportedly shifted its Cheongju mask fabrication facility toward improving HBM yields (source).

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    2026-03-30·HBM·hbm supply shift
    medup

    Samsung's HBM business revenue is expected to triple in Q1 2026 according to sammobile.com.

    Samsung's HBM business revenue is expected to triple in Q1 2026 according to sammobile.com.

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    2026-03-19·HBM·hbm supply shift
    medup

    Two independent sources indicate a near-term supply shift for HBM.

    Two independent sources indicate a near-term supply shift for HBM.

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    2026-03-17·HBM·hbm supply shift
    highup

    Micron has begun volume production of 36GB HBM4 memory, designed for NVIDIA's Vera Rubin platform, as reported by...

    Micron has begun volume production of 36GB HBM4 memory, designed for NVIDIA's Vera Rubin platform, as reported by multiple sources (wccftech.com, manilatimes.net).

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