HBM

Chinese AI chipmakers hike prices up to 50% amid HBM shortage

Chinese AI chipmakers including Huawei and Cambricon have sharply raised prices for current and next-generation AI processors, as a worldwide shortage of high-bandwidth memory drives up costs and squeezes efforts to build domestic alternatives to Nvidia chips.

Semiconductor equipment billings hit record $40.53B in Q2 as AI spending surges

The global semiconductor equipment industry posted its second consecutive record quarter, with billings reaching $40.53 billion in the three months ending in June, as chipmakers ramp up spending to meet demand driven by artificial intelligence infrastructure buildouts.

Samsung locks 70% of memory capacity in AI deals through 2031

Samsung Electronics has reportedly committed roughly 70% of its memory production capacity to long-term supply agreements extending through 2031, according to a report from South Korea's Seoul Economic Daily. The deals, struck with major AI customers including Microsoft, Nvidia, and…

SK Hynix CEO says memory chip shortage will last until 2030

SK Hynix CEO Kwak Noh-jung said on Thursday that the memory semiconductor supply shortage is expected to persist through the end of 2030, with no clear signs of a downturn on the horizon. The remarks came after the company broke…

Nvidia tests lower-memory Rubin Ultra GPU designs amid HBM shortage

Nvidia has pushed back against a wave of reports suggesting its next-generation Rubin Ultra GPU and Vera CPU platforms are being quietly scaled down, telling Tom's Hardware that "Our roadmap is intact." The denial comes as the chipmaker navigates an…

Samsung unveils 400-layer NAND and zHBM memory for AI

Samsung Electronics used the Future of Memory and Storage conference in Santa Clara, California, on Tuesday to introduce a suite of next-generation memory technologies aimed at the surging demands of AI computing, including a 400-plus-layer V10 Bonding V-NAND prototype and…

SK Hynix posts record Q2 profit but misses estimates

SK Hynix reported record second-quarter earnings on Tuesday that nonetheless fell short of Wall Street expectations, as the memory chipmaker's heavy bet on high-bandwidth memory for artificial intelligence limited its ability to capitalize on a broader rally in conventional chip…

Samsung chip chief meets Nvidia’s Huang in Seoul to deepen AI partnership

Samsung Electronics Vice Chairman Jun Young-hyun met with Nvidia CEO Jensen Huang at the Shilla Hotel in Seoul on Monday to discuss expanding cooperation on advanced memory chips and semiconductor manufacturing, as the two companies deepen ties across multiple fronts…