… NVIDIA and AMD are already shipping data center AI hardware with high-end HBM memory like HBM3E , and neither is shy about teasing HBM4 for upcoming chips like Rubin and MI400. But HBM is getting harder to come by thanks to surging demand, and prices are climbing. …
… Pricing has not been announced, though the LPDDR5X approach strongly signals a cost-optimized positioning relative to HBM-based rivals. …
… In addition to this, SK Group chairman Chey Tae-won reportedly said that even though SK Hynix is one of the dominant players in the HBM high-bandwidth memory market for data center and AI-focused GPUs, he and SK Hynix are keenly aware that purely focusing on the lucrative HBM market will adversely … …
… The company held a 58% share of the global HBM market in the first quarter of 2026, with Samsung and Micron each at 21%. Chey expressed hope that SK Hynix would become the primary HBM supplier for NVIDIA's next-generation Vera Rubin system. …
… In the interview, David pointed to the AI boom that has shifted supply away from consumer DDR5 and toward HBM for AI data centers. …
… Read more : Future of next-gen HBM: HBM4, HBM5, HBM6, HBM7, and HBM8 teased with 15,000W AI GPUs by 2038 Read more : NVIDIA ordering more CoWoS-L advanced packaging from TSMC: ready for more Blackwell AI GPUs Read more : NVIDIA's next-gen 'market-grabbing weapon': GB300 AI GPUs to be unveiled at GT… …
… What makes it new is that it allows the GPU to access the SSD's high-speed flash memory as an extension of existing High Bandwidth Memory HBM in AI systems. …
… Read more : Samsung readying mass production of next-gen HBM4 memory in 2026, 24Gb GDDR7 dies, 128GB+ DDR5 Read more : Micron begins shipping industry's fastest HBM4 at 11Gbps, to partner with TSMC for future HBM4E Read more : AMD teases next-gen Helios rack-scale platform: new EPYC + Instinct chip… …
… Read more : SK hynix to boost DRAM production by a huge 8x in 2026, still won't be enough for RAM shortages Read more : SK hynix, Samsung, and Micron fighting for NVIDIA supply contracts for new 16-Hi HBM4 orders Read more : SK hynix and Samsung team up to standardize LPDDR6-Processing In Memory PI… …
… NVIDIA's roadmap, with Feynman coming in 2028, also lists "custom HBM," which would most likely refer to the next memory evolution beyond HBM4 and HBM4e. …