Micron Technology (MU) Poised for AI-Driven Growth with HBM and LPDDR5 Memory
We recently published a list of 9 AI News and Ratings to Keep on Your Radar. In this article, we…
Tag: HBM
![[News] SK hynix Reportedly Fast-Tracks M15X Fab Setup as Broadcom’s HBM Orders Surge | TrendForce News](https://i2.wp.com/img.trendforce.com/blog/wp-content/uploads/2025/03/20135018/SK-hynix_SK-hynix-to-Produce-DRAM-From-M15X-in-Cheongju_01-624x411.jpg?resize=624,411&ssl=1 "[News] SK hynix Reportedly Fast-Tracks M15X Fab Setup as Broadcom’s HBM Orders Surge | TrendForce News")
[News] SK hynix Reportedly Fast-Tracks M15X Fab Setup as Broadcom’s HBM Orders Surge | TrendForce News
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
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
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](https://i2.wp.com/img.trendforce.com/blog/wp-content/uploads/2025/01/10101502/nvidia-project-digits-exploded-vew-ari-624x351.jpeg?resize=624,351&ssl=1 "[News] Next-Gen HBM? NVIDIA Reportedly Teams up with Samsung/ SK hynix to Push SOCAMM for 2025 Production | TrendForce News")
[News] Next-Gen HBM? NVIDIA Reportedly Teams up with Samsung/ SK hynix to Push SOCAMM for 2025 Production | TrendForce News
As NVIDIA collaborates closely with memory heavyweights on their latest HBM products for AI accelerators, the U.S. chip giant is…
3nm TSMC node, HBM, AI-focussed: No, it’s not Nvidia’s latest GPU but probably its worst nightmare to date
Big tech is tired of relying on Nvidia, so they’re making their own chips OpenAI’s first AI GPU is nearly…
NVIDIA Blackwell GB200 Powers The Latest A4 VMs At Google Cloud, 2.25x Higher Compute & HBM Capacity
Google Cloud gets its first NVIDIA Blackwell “GB200 NVL72” system to run OpenAI, marking a major milestone in AI training…
NVIDIA Blackwell GB200 Powers The Latest A4 VMs At Microsoft Azure, 2.25x Higher Compute & HBM Capacity
Microsoft Azure gets its first NVIDIA Blackwell “GB200 NVL72” system to run OpenAI, marking a major milestone in AI training…
Samsung to Supply Nvidia with AI Chips as HBM Market Competition Heats Up
Samsung Electronics (SSNLF) has received approval to supply 8-layer HBM3E high-bandwidth memory (HBM) chips to Nvidia (NASDAQ:NVDA), according to a…
NVIDIA CEO says he can’t trust Samsung’s HBM products or engineers, won’t do business with them
TL;DR: NVIDIA is distancing itself from Samsung’s HBM memory due to trust issues, as stated by CEO Jensen Huang. Despite…