… Read more : Future of next-gen HBM: HBM4, HBM5, HBM6, HBM7, and HBM8 teased with 15,000W AI GPUs by 2038 Read more : SK hynix, Samsung, and Micron fighting for NVIDIA supply contracts for new 16-Hi HBM4 orders Read more : SK hynix to boost DRAM production by a huge 8x in 2026, still won't be enough… …
… All said, the memory capacity race is moving fast, and both companies are betting heavily that AI demand will justify every wafer. …
… 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. …
… Add TweakTown as a source on Google Similar News Stories SK hynix showcases next-gen 48GB HBM4 at 11.7Gbps, SOCAMM2, LPDDR6 for AI platforms SK hynix looking for semiconductor engineers: 48 positions in HBM, FinFET transistor experts Samsung to launch next-gen LPW DRAM for on-device AI in 2028: tou… …
… Add TweakTown as a source on Google Similar News Stories SK hynix expects HBM memory chip revenues of over $10 billion in 2024 Samsung expects next-gen HBM4 mass production in 2H 2025, 'optimized version' of HBM3E coming DDR5 memory costs double as DRAM prices surge by 171.8% year over year SK hyni… …
… 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 … …
… Weaker smartphone and PC shipments in the first quarter of this year may show the impact of tighter supply of memory due to AI high bandwidth memory HBM allocation decisions. …
… The Information noted that Samsung's deep understanding of memory characteristics, including HBM, appears to have been a key factor in Google's consideration, and Samsung's ability to handle memory production, foundry work, and advanced packaging under one roof gives it a compelling integrated pitc… …
… 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. …
TweakTown News Business, Financial & Legal TL;DR: AMD expects DDR5 memory prices to remain high until around 2028 due to AI-driven demand shifting supply toward HBM and reduced DDR4 production. …