HBM

A quantitative scenario analysis of the AI industry from 2026 to 2030 finds that memory scarcity, open-weight models, and inference efficiency gains will restructure the sector, with incumbent cost ad…

Memory chipmakers SK Hynix, Micron Technology, and Samsung Electronics are riding a surge in AI-driven demand for high-bandwidth memory, but investors remain skeptical that the industry has broken fre…

SK Hynix's $28 billion American Depositary Receipt offering on Nasdaq was oversubscribed, with underwriters closing order-taking early on July 8. The South Korean memory chip maker's listing taps into…

Micron reported record fiscal Q3 2026 revenue of $41.46 billion and non-GAAP gross margin of 84.9%, driven by AI memory demand, but shares remain volatile as investors question whether memory pricing …

Samsung Electronics reported a 19-fold jump in Q2 operating profit to 89.4 trillion won, driven by surging demand for AI memory chips, but shares fell nearly 8% as investors worry the AI boom may be c…

Samsung Electronics is raising prices on commodity DRAM and LPDDR memory chips by over 20% in Q3 2026, marking the third consecutive quarter of significant hikes. The increases, driven by supply bottl…

Samsung Electronics and SK Hynix pledged 3,200 trillion won ($2.07 trillion) in investments to expand South Korea's memory chip production capacity, betting on sustained AI demand. The plan aims to do…

AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoCs, integrating up to 32 GB of LPDDR5X on-package to provide 288 GB/s memory bandwidth, reducing board area by 60% compared to discr…

The KV cache accelerates LLM inference on GPUs by storing prior token key/value projections instead of recomputing them, reducing per-step attention cost from quadratic to linear. Decode is memory-ban…

Samsung Electronics, SK hynix, and Micron Technology face a proposed US class-action lawsuit alleging they coordinated to reduce supply of conventional DRAM while ramping HBM production, causing DRAM …

JPMorgan analyst Harlan Sur reaffirmed that Broadcom's TPU v9 chip for Google remains on schedule for 2028 production, raising Broadcom's price target to $580 amid recent delay fears. The 2nm ASIC pro…

China's CPU-only LineShine supercomputer, built on the Arm architecture, claimed the top spot on the 67th TOP500 list, achieving 2.198 Exaflops of sustained FP64 performance with over 13 million cores…

Micron Technology reported fiscal Q3 2026 earnings with $41.46 billion in revenue and $28.24 billion in net income, achieving an 84.9% gross margin that surpasses Nvidia and Meta. The memory chipmaker…

IBM Research announced the world's first sub-1 nanometer chip technology at the 0.7nm node on June 25, 2026, using a vertically stacked 3D nanosheet architecture called 'nanostack' to overcome quantum…

OpenAI and Broadcom unveiled Jalapeño, a custom inference ASIC for large language models, on June 24, 2026. The chip is designed to optimize performance-per-watt for inference by pairing a reticle-siz…

Micron Technology reported record revenue of $41.46 billion for the quarter ending June 24, 2026, a 346% year-over-year surge driven by AI demand for high-bandwidth memory, which is sold out through 2…

Prefill/decode disaggregation separates the two phases of LLM inference—prefill (compute-bound) and decode (memory-bound)—onto different GPUs to avoid the performance compromise of running both on the…

Micron reported record fiscal Q3 2026 revenue of $38.24 billion, up 346% year-over-year, driven by AI demand for memory and NAND. The company raised DRAM prices by low-60s% and NAND prices by mid-80s%…

SK Hynix shares surged 12% on June 25, 2026, after the company filed plans to raise up to $29.4 billion through American depositary receipts on Nasdaq, nearly tripling its original target. The offerin…

Micron Technology reported fiscal Q3 2026 revenue of $41.5B and adjusted EPS of $25.11, crushing Wall Street estimates, and guided Q4 revenue of approximately $50B, well above the $43.2B consensus. Th…