The Register on MSN4d
We heard you like HBM – Nvidia's Blackwell Ultra GPUs have 288 GB of it
There goes AMD's capacity advantage GTC Nvidia's Blackwell GPU architecture is barely out of the cradle – and the graphics ...
Micron Q2: Anticipating More HBM Shipment In H2
Micron's robust HBM growth, strategic expansions, and 38.2% FY25 revenue growth forecast make it a 'Strong Buy' with a $140 ...
Applied Materials: AI Agents Mean More DRAM
Applied Materials' leadership in HBM manufacturing ensures it captures substantial market opportunities. Learn why AMAT stock ...
Design-Reuse8y
Design Considerations for High Bandwidth Memory Controller
High Bandwidth Memory (HBM) is a high-performance 3D-stacked DRAM. It is a technology which stacks up DRAM chips (memory die) vertically on a high speed logic layer which are connected by vertical ...
TweakTown3d
NVIDIA unveils next-gen Feynman GPU In GTC 2025 roadmap, should use HBM5 memory in 2028
NVIDIA unveils an updated GPU roadmap, introduces next-gen Feynman GPU that will arrive after Rubin and Rubin Ultra. Feynman ...
Samsung Vows to Reclaim Ground in AI Memory Market With Rollout
Samsung Electronics Co. pledged to strengthen its position in the high-bandwidth memory chip market this year, in response to ...
Digi Times26d
AI boom sends HBM demand soaring as Samsung eyes ASIC market shift
The global AI boom is set to keep high bandwidth memory (HBM) in short supply through 2025, as demand surges across AI and data-intensive applications, according to experts at SEMICON Korea 2025.
The Star1mon
SK Hynix profit tops forecast Samsung results, but shares dip on demand outlook
SK Hynix said it began supply of 12-layer HBM3E chips, the most advanced HBM model currently in mass production, to a customer in the fourth quarter. It expects it will start supplying even more ...