#hbm
7 stories

Humanoid Robot DRAM Demand to Grow 20-Fold by 2030
Samsung and SK Hynix see new DRAM market from humanoid robots by 2030.
BigGo Finance · 1m

BE Semiconductor: HBM Opportunity
Buy BE Semiconductor before HBM orders arrive.
Seekingalpha · 1m

RAM shortage to persist through 2028, executives warn
Micron and Samsung say memory supply will remain tight for years as AI and server demand consumes manufacturing capacity.
Ars Technica · 1m

Samsung outsources memory to focus on AI chips
Samsung is shifting DDR5 and SSD production to external partners to free up factory space for advanced HBM packaging needed for artificial intelligence.
TechRadar · 1m

HBM Sold Out Through 2027
Micron's AI memory orders surge as customers beg for HBM chips.
24/7 Wall St. · 1m

Memory prices stay high for years
Industry expert says flash storage costs won't drop until 2029
Digital Camera World · 1m

Intel and SK Hynix eye U.S. chip manufacturing partnership
The South Korean memory giant is exploring making chips at Intel's Ohio facility, potentially through a lease or joint venture.
CNBC · 1m · 5 views