NVIDIA Could Account for 37% of 2027 HBM Capacity, Worth $279 Billion
By TechPowerUp Publication Date: 2026-10-01 15:24:00 NVIDIA’s supply commitments climbed to $279 billion in the quarter ended July 26, up…
Tag: HBM
Netlist challenges Micron, Nvidia, Broadcom, Google over alleged HBM patent use
By Lily Hess, DIGITIMES, Taipei Publication Date: 2026-09-30 08:42:00 Netlist has begun legal proceedings against Micron and downstream customers Nvidia,…
Nvidia Is Cutting Rubin Ultra’s Memory. Is Micron’s HBM Boom in Danger?
By Rich Duprey Publication Date: 2026-08-18 14:40:00 The artificial-intelligence buildout is creating an unusual problem for semiconductor investors: demand is…
NVIDIA Trims HBM Capacity Amid Soaring Costs
By Park Ji-min Publication Date: 2026-08-09 15:31:00 NVIDIA Trims HBM Capacity Amid Soaring Costs Potential 81% Reduction Reflects Struggles With…
Jensen Huang shouts ‘Everyone loves HBM’ at Seoul barbecue as Nvidia announces Korea R&D center and previews four new products
By Daniel Chiang, Seoul Publication Date: 2026-06-06 02:20:00 Nvidia CEO Jensen Huang dined with the heads of South Korea’s largest…
SK chief meets Nvidia CEO in US to discuss HBM, AI cooperation – The Korea Times
By Yonhap Publication Date: 2026-02-09 13:25:00 SK Group Chairman Chey Tae-won, right, poses with Nvidia CEO Jensen Huang at the…
Positron opts for laptop RAM over HBM to take on Nvidia
By Tobias Mann Publication Date: 2026-02-04 22:06:00 On paper, Positron’s next-gen Asimov accelerators, no doubt named for the beloved science…
I Expect AMD's HBM Focus Will Steal Market Share Away From Nvidia
By PropNotes Publication Date: 2026-01-16 15:09:00 AMD gains AI chip momentum with high-bandwidth memory, accelerating revenue, 30%+ data center growth,…
Rebellions AI Puts Together An HBM And Arm Alliance To Take On Nvidia
By Timothy Prickett Morgan Publication Date: 2025-12-23 19:05:00 The number of AI inference chip startups in the world is gross…
Samsung executives visit Nvidia headquarters to secure HBM supply deal
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