… Read all comments on SK hynix Verifies 12-Die Hybrid Bonded HBM Stack, but Won’t Disclose Yield Figures as Next-Gen HBM4 AI Memory Race Heats Up
… Read all comments on China’s Largest Memory Manufacturer, CXMT, Plans to Allocate a “Large Chunk” of Its DRAM Production to HBM3, Hoping to Compete in the AI Race
Intel's Z-Angle Memory ZAM is approaching completion as it races towards taking a bite at the AI boom while challenging HBM as a viable alternative. …
… Read all comments on “Samsung is Back in the HBM Race”, Says Co-CEO, as the Korean Giant Is Poised to Reclaim Its Lost Dominance with HBM4
… It is expected to be used by HBM5E , the 9th Gen HBM solution from the Korean semiconductor company. The 1c DRAM is currently being used across three generations of HBM products, including HBM4, HBM4E, and HBM5 . …
… For 2026-2028, the company is planning HBM4 16-Hi and HBM4E 8/12/16-Hi, along with their custom HBM solution. The custom HBM solution essentially moves the HBM controller to the HBM Base Die. Other IPs, such as protocol, etc, are also moved to the HBM Base Die. …
… The future HBM4 memory coming from Micron will use its well-established 1-beta process, and will have a custom logic base die that will help its HBM4 memory deliver more than 2 TB/sec per HBM4 stack, which is 60 percent more bandwidth than a stack of HBM3E memory. …
… It would not be incorrect to say that NVIDIA's AI pursuit is one of the primary reasons for the memory shortages in the first place, given that the company has acquired general-purpose DRAM LPDDR, SO-DIMM, GDDR , along with HBM supply, to fuel the race for AI infrastructure. …
… The other part of the supply chain that is just as critical is memory. This is where we believe the key constraint lies. HBM Is the Bottleneck We believe HBM production is the bottleneck . …
… More importantly, many of the upcoming production facilities, such as SK hynix's M15X fab, Samsung's expanded Pyeongtaek campus, Micron's upcoming Idaho fab, would likely be targeted towards catering to the HBM demand, since both of the Korean memory giants are moving aggressively with existing and… …
