HBM4 shifts from component upgrade to system driver in Nvidia and Samsung’s Rubin strategy for large-scale AI compute ...

Great news for AMD and Nvidia, less so for cash-strapped consumers Memory makers just can't churn out their DRAM fast enough. On the heels of an AI-driven shortage, SK Hynix on Tuesday announced a new ...

TL;DR: SK hynix forecasts the HBM memory market to grow 30% annually through 2030, driven by strong AI demand from NVIDIA, AMD, and major cloud providers. The upcoming HBM4 standard offers customized ...

Smartphone prices are set to rise significantly in 2026 due to the hidden cost of the AI boom. Demand for HBM server memory is causing a severe production shortage of LPDDR5x (smartphone RAM).

Micron Technology, Inc.’s stock is up 180% YTD – or 4X more YTD than AI heavyweight Nvidia. MU is expanding its presence within high bandwidth memory, or HBM, stating in Q4 that it has expanded its ...

This year, there won't be enough memory to meet worldwide demand because powerful AI chips made by the likes of Nvidia, AMD and Google need so much of it. Prices for computer memory, or RAM, are ...

SK Hynix’s oligopolistic advantage in HBM had diminished in the third quarter of 2025, and memory competition will expand from HBM to next-generation products. Abstract DIGITIMES observed that the ...