Topic index
#hbm
Everything on Eyes on Flash tagged “hbm.”
News
On the wire.
- Samsung HBM share projected to hit 40% as 2nm yields surpass 70%KB Securities forecasts Samsung's HBM market share will rise from 33% to 40% by Q4 2026, driven by stabilized 2nm foundry yields and HBM4 revenue tripling. · BusinessKorea
- CXMT and YMTC Form HBM United Front to Bypass US Export ControlsChina's top DRAM and NAND makers are collaborating on high-bandwidth memory to secure AI infrastructure supply amid tight global constraints. · mk.co.kr
- Huawei Ascend 950DT Price Jumps 50% as HBM Shortage Bites Chinese AI ChipmakersGray market HBM costs are driving a 20-50% price surge for Huawei and Cambricon accelerators, exposing a critical supply chain bottleneck. · TechNews
- Kepler Computing Emerges to Build HBM Alternative Using FeRAM, Targeting Mature Semiconductor NodesAfter seven years in stealth, the startup claims to convert 28 nm fabs into memory production lines in eight months, bypassing EUV lithography. · TechPowerUp
- SanDisk pitches High Bandwidth Flash as HBM alternative, claiming 4TB per GPU in AI inference testsSanDisk presented High Bandwidth Flash (HBF) at FMS 2026, proposing NAND stacking to deliver 10 to 100 times the capacity of DRAM-based HBM for large-scale AI inference. · PC Watch
- CXMT HBM3E Yields Reportedly Stuck at 25% Due to TSV ImmaturitySouth Korean media reports indicate CXMT's risk production of HBM3E is facing significant technical hurdles, with three out of four stacks reportedly defective. · TechPowerUp
- Micron Eyes JDI's Mobara Fab for Back-End Packaging Amid HBM Capacity CrunchThe reported KRW 500 billion acquisition target offers a shortcut to assembly capacity as AI memory demand outpaces new construction timelines. · TrendForce
- SK hynix CEO Kwak Noh-Jung: Memory market has shifted from 'straight road' to 'winding road'At the 2026 Future Forum, SK hynix framed its AI strategy around reading external change, a pivot corroborated by record controller revenues and GPU-optimized SSD awards. · SK hynix