HBM remains a hyperscaler-only memory tied tightly to AI accelerators

SPHBM4 cuts pin counts dramatically while preserving hyperscale-class bandwidth performanceOrganic substrates reduce ...
TMCnet

SK hynix Showcases Next Generation AI Memory Innovation at CES 2026

The company showcases 16-layer HBM4 product with 48GB, next generation HBM product, for the first time during the exhibition. The product is the next generation product of 12-layer HBM4 product with ...

The Memory Market Is Going to Boom in 2026: 1 Top Stock to Buy Hand Over Fist Before It Skyrockets (Hint: It's Not Micron)

The good news is that the memory industry is poised to deliver solid growth once again in 2026. Massive demand for ...
Forbes

HBM And Emerging Memory Technologies Enable AI Training And Inference

Forbes contributors publish independent expert analyses and insights. During congressional hearing in the House of Representatives’ Energy & Commerce Committee Subcommittee of Communication and ...
The Next Platform

Micron Humming Along On All Memory Cylinders

The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance ...
Seeking Alpha

Micron: Capitalizing On The Prolonged Memory Cycle

Micron stock dropped about 40% since June 2024. It seems that Wall Street is assuming that memory cycle has already peaked. Memory Cycle hasn't peaked yet due to ramp up of High Bandwidth Memory (HBM) ...

Micron stock skyrockets nearly 10%: what’s driving AI memory re-rating

Micron stock jumps nearly 10% as sold-out HBM supply, blowout earnings and bullish analyst upgrades fuel AI-driven re-rating.
The Next Platform

Rebellions AI Puts Together An HBM And Arm Alliance To Take On Nvidia

The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. But there is only one ...
Seeking Alpha

Micron: HBM On Rocket Fuel And NAND Shortage Tailwinds

Micron Technology's FY25 earnings results confirmed a sharp turnaround, an event I anticipated in April this year. Revenue hit $37.4B (+49% yoy), and gross margin expanded 17 pts to 41%. DRAM remains ...
TweakTown

SK hynix beats Samsung as the world's biggest memory chip supplier for the first time ever

TL;DR: SK hynix surpassed Samsung as the top global memory chip supplier in Q2 2025, with $15.1 billion in sales and a 62% share of the HBM market. SK hynix's rising operating profits and strong ...
Digi Times

AP Memory to offer very high-bandwidth memory for AI accelerators

As competition intensifies in the development of large language models and with the launch of DeepSeek, the industry is beginning to seek memory alternatives outside of high bandwidth memory (HBM). AP ...
Ars Technica

High Bandwidth Memory + High Bandwidth Flash in the same memory stack

High Bandwidth Memory (HBM) is the commonly used type of DRAM for data center GPUs like NVIDIA's H200 and AMD's MI325X. High Bandwidth Flash (HBF) is a stack of flash chips with an HBM interface. What ...