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Tag: HBM

Nvidia’s H20 follow-up in China won’t be based on Hopper, says Jensen — Reportedly switching from HBM to GDDR7
Nvidia

Nvidia’s H20 follow-up in China won’t be based on Hopper, says Jensen — Reportedly switching from HBM to GDDR7

vm_adminMay 18, 2025

Nvidia’s next AI accelerator for the Chinese market, following the recent ban on its HGX H20 offerings, will not be…

[News] NVIDIA Might Consider Swap HBM for GDDR in Cut-Down H20 for China, Giving Samsung a Lift | TrendForce News
Nvidia

[News] NVIDIA Might Consider Swap HBM for GDDR in Cut-Down H20 for China, Giving Samsung a Lift | TrendForce News

vm_adminMay 13, 2025

Following the latest export curbs on NVIDIA’s H20, the U.S. chip giant is said to be developing a downgraded version of the…

Samsung’s HBM4 Memory Reportedly Attracts Interest From NVIDIA, Google & Broadcom; Korean Giant Hopes to Turn Around HBM Business
Nvidia

Samsung’s HBM4 Memory Reportedly Attracts Interest From NVIDIA, Google & Broadcom; Korean Giant Hopes to Turn Around HBM Business

vm_adminMay 1, 2025

Samsung is reportedly sampling its cutting-edge HBM4 process with partners, as the Korean giant hopes to turn around the fate…

Micron lifts HBM market forecast as Nvidia B300 shipments loom
Nvidia

Micron lifts HBM market forecast as Nvidia B300 shipments loom

vm_adminApril 9, 2025

At its GTC event in March, Nvidia unveiled the B300 and GB300 AI accelerators, both scheduled for a mid-2025 release.…

Broadcom’s HBM demand reportedly spurs SK Hynix to fast-track M15X fab setup
Broadcom

Broadcom’s HBM demand reportedly spurs SK Hynix to fast-track M15X fab setup

vm_adminMarch 24, 2025

SK Hynix is reportedly accelerating equipment installation at its M15X fab in Cheongju, South Korea, moving the original timeline forward…

Micron Technology (MU) Poised for AI-Driven Growth with HBM and LPDDR5 Memory
AI News

Micron Technology (MU) Poised for AI-Driven Growth with HBM and LPDDR5 Memory

vm_adminMarch 22, 2025

We recently published a list of 9 AI News and Ratings to Keep on Your Radar. In this article, we…

[News] SK hynix Reportedly Fast-Tracks M15X Fab Setup as Broadcom’s HBM Orders Surge | TrendForce News
Broadcom

[News] SK hynix Reportedly Fast-Tracks M15X Fab Setup as Broadcom’s HBM Orders Surge | TrendForce News

vm_adminMarch 20, 2025

According to TechNews, citing TheElec, SK hynix plans to introduce equipment at its new M15X fab two months earlier than…

Micron Earnings Boost Expected as Nvidia Expands HBM Usage
Nvidia

Micron Earnings Boost Expected as Nvidia Expands HBM Usage

vm_adminMarch 20, 2025

March 20 – Citi analysts predict positive effects on Micron Technology (MU, Financial) because Nvidia (NVDA, Financial) planned to increase…

NVIDIA GTC Outlook From A Top Analyst: GB300 With HBM Capacity Surge, TDP Of 1.4kW, Shipments Commence In Q3 2025, Additional Details On Rubin And CPO Tech
Nvidia

NVIDIA GTC Outlook From A Top Analyst: GB300 With HBM Capacity Surge, TDP Of 1.4kW, Shipments Commence In Q3 2025, Additional Details On Rubin And CPO Tech

vm_adminMarch 14, 2025

Given the ongoing AI-enabled GPU gold rush, it is hardly a surprise that NVIDIA’s GPU Technology Conference (GTC) has become…

[News] Next-Gen HBM? NVIDIA Reportedly Teams up with Samsung/ SK hynix to Push SOCAMM for 2025 Production | TrendForce News
Nvidia

[News] Next-Gen HBM? NVIDIA Reportedly Teams up with Samsung/ SK hynix to Push SOCAMM for 2025 Production | TrendForce News

vm_adminFebruary 17, 2025

As NVIDIA collaborates closely with memory heavyweights on their latest HBM products for AI accelerators, the U.S. chip giant is…

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