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high-bandwidth memory
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- 1Samsung to more than double HBM4 and HBM4E output●Samsung is expected to more than double output of its HBM4 and HBM4E DRAM
Samsung is expected to more than double its production of HBM4 and HBM4E high-bandwidth memory DRAM next year, according to a report citing sources. The expansion targets surging demand for advanced memory used in AI accelerators, where Samsung competes with SK Hynix and Micron for supply deals with chip and data-center customers.
- 2Chinese chip stocks fall on Nvidia approval signal●Chinese chip stocks dropped on the Nvidia approval signal—SMIC down 3.7%, Moore Threads 6.3%, Cambricon 5.7%. ByteDance
Shares of Chinese semiconductor firms declined after signals that Nvidia could regain approval to sell chips in China. SMIC fell 3.7%, Moore Threads dropped 6.3% and Cambricon lost 5.7%, as renewed Nvidia competition weighs on domestic alternatives. Separately, ByteDance is reported to be considering ordering around one million Nvidia RTX Pro 5500 workstation cards for multi-card server setups, though that GPU lacks the high-bandwidth memory needed for large-scale AI training.
- 3Samsung says HBM to take nearly 30% of DRAM capacity in 2025●Samsung Electronics says HBM to account for nearly 30% of industry DRAM capacity next year
Samsung Electronics said high-bandwidth memory is expected to account for nearly 30% of the industry's DRAM production capacity next year, underscoring how demand from AI data centers is reshaping the memory market. The projection highlights the rapid shift of manufacturing capacity toward HBM, a technology used alongside AI accelerators from the likes of Nvidia, and signals intensifying competition in the segment.
- 4AI Memory Demand Set to Lift Micron's DRAM Sales in Q4●AI Boom-Led Memory Chip Demand to Boost Micron's DRAM Revenues in Q4
Surging demand for memory chips tied to the artificial intelligence boom is expected to drive strong growth in Micron's DRAM revenues in the fourth quarter. Analysts point to data centers stocking up on high-bandwidth memory and DRAM to support AI workloads, tightening supply and supporting higher prices across the memory market.
- 5Nvidia's Huang Pledges to Double Chip Supply, Securing 37% of HBM▼Huang’s 2x Chip Vow Locks Up 37% of HBM Supply [2026]
Jensen Huang has reportedly committed to doubling chip supply, a move that would lock up roughly 37% of the world's high-bandwidth memory (HBM) output for 2026. The pledge underscores Nvidia's aggressive push to secure memory for its AI accelerators amid shortages, leaving rival chipmakers competing for the remaining HBM capacity from suppliers like SK Hynix, Samsung and Micron.
- 6Micron's long-term supply deals jump to $32 billion on AI demand▼🚨🧠💰 AI IS DRIVING A MASSIVE MEMORY-CHIP BOOM Micron says its long-term supply agreements have surged from $22 BILLION in
Micron says its long-term supply agreements have grown from $22 billion in June to $32 billion, driven by surging demand for high-bandwidth memory used in AI data centers. The company expects memory supply to remain tight as artificial intelligence buildout continues to absorb chip output.
- 7Netlist seeks U.S. import ban on Micron AI chips▼Netlist seeks U.S. import ban on Micron chips used in Google, Nvidia AI computing
Memory chip maker Netlist has asked U.S. authorities to ban imports of Micron products used in AI computing systems built for Google and Nvidia, escalating a long-running patent dispute between the two companies. The request, if granted, could disrupt supply chains for high-bandwidth memory components central to the AI boom. The case draws attention to growing legal battles over intellectual property in the semiconductor industry.
- 8Netlist seeks US import ban on Micron AI chips▼Netlist seeks US import ban on Micron chips used in Google and Nvidia AI computing
Memory chip maker Netlist has asked US authorities to block imports of Micron chips used in AI computing systems built for Google and Nvidia, escalating a patent dispute between the two companies. If granted, the ban could disrupt supply of high-bandwidth memory components central to the AI hardware boom, drawing attention across the semiconductor industry.
- 9SK hynix doubles supplier fund to 200 billion won●SK hynix isn't just buying loyalty; it's buying supply chain insurance during a volatile memory cycle. By doubling its s
SK hynix is doubling its supplier support fund to 200 billion won, directing money to South Korean SMEs that supply materials and equipment for its advanced HBM chip packaging. The move is being read as insurance for its supply chain amid a volatile memory market, locking in capacity and loyalty from the small domestic firms critical to its high-bandwidth memory output.
- 10Micron Posts Massive Earnings on Memory Supply Crunch●Micron's Q4 earnings highlight a brutal supply crunch, with net income surging to $37.7B and DRAM revenue jumping 343%.
Micron reported fourth-quarter results showing a sharp surge driven by the global memory chip shortage, with net income reported at $37.7 billion and DRAM revenue up 343%. The company guided first-quarter revenue to $61.5 billion, well above Wall Street expectations. As the only US-based maker of high-bandwidth memory, Micron is seen as a key beneficiary of the AI-driven demand squeeze.
- 11Micron Beats Earnings Estimates on AI Memory Demand▼Micron Technology (NASDAQ:MU) Beats Earnings Estimates and Guides Higher on AI Memory Demand
Micron Technology reported earnings that topped analyst estimates and raised its forward guidance, citing strong demand for memory chips driven by artificial intelligence. The results underscore how AI data center buildouts are lifting demand for high-bandwidth and other advanced memory products, making Micron one of the clearest beneficiaries of the AI hardware boom alongside GPU makers.
- 12Netlist moves to block Micron AI chips in the United States▼Netlist seeks to block Micron chips used in AI in the United States
Netlist is seeking a ban on Micron chips used in artificial intelligence applications in the United States, escalating the long-running patent dispute between the two memory makers. The move targets Micron's high-bandwidth memory products that are central to the AI hardware boom. If successful, it could disrupt supply chains for AI data center equipment and adds to the growing wave of legal battles over chip technology.
- 13Netlist seeks US import ban on Micron AI chips▼Netlist seeks US ban on imports of Micron AI chips — Channel NewsAsia
Memory module maker Netlist has asked US trade authorities to block imports of Micron's AI-related chips, escalating a long-running patent dispute between the two companies. The move targets Micron's high-bandwidth memory products used in artificial intelligence hardware. The case adds to mounting legal and trade friction in the semiconductor industry as demand for AI chips surges and suppliers fight over key intellectual property.
- 14Netlist Files New ITC Patent Complaint Against Micron Over HBM●Netlist Files New ITC Action Against Micron Technology, Inc. Involving HBM Patents for AI Computing
Netlist has filed a new complaint with the US International Trade Commission against Micron Technology, alleging infringement of its patents covering high-bandwidth memory (HBM), the memory technology central to AI computing hardware. If the ITC finds infringement, it could impose import restrictions on Micron's HBM products. The case underscores escalating legal battles over who controls key intellectual property in the booming AI memory market, with Netlist a frequent patent litigant against major memory makers.
- 15Netlist Files New ITC Patent Action Against Micron Over HBM AI Chips●Netlist Files New ITC Patent Action Against Micron Over HBM Technology for AI Computing
Memory maker Netlist has filed a new patent complaint with the US International Trade Commission against Micron, targeting high-bandwidth memory (HBM) technology used in AI computing. The action escalates the long-running legal dispute between the two companies over memory patents, and could affect the supply of HBM chips that power data centers and AI accelerators. Industry watchers are following the case closely given how central HBM has become to the AI hardware boom.