# HBM
Latest news and articles about HBM
Total: 5 articles found
Jensen Huang’s Taipei Night: Nvidia Reaffirms Taiwan Ties as Supply Chain Faces a ‘Very Tight’ 2026
Nvidia CEO Jensen Huang hosted nearly 40 senior Taiwanese supply‑chain executives in Taipei, using the occasion to thank partners, apologise for recent production disruptions around the Grace Blackwell platform, and warn that 2026 will be "extremely tight" for memory and packaging supply. He confirmed Nvidia’s participation in OpenAI’s next financing round, reaffirmed the company’s full‑stack strategy versus ASIC competition, and underlined Taiwan’s indispensable role in Nvidia’s success.
SK Hynix Weighs U.S. AI Investment Hub to Centralise Group’s AI Bets
SK Hynix is exploring the creation of an AI investment arm in the United States to centralise group-level AI investments and speed strategic decisions. The plan would place the company closer to cloud customers, AI start‑ups and investors, and could shift SK Hynix toward higher‑value participation in the AI infrastructure ecosystem.
Memory Makers Ride an AI-Fuelled Supercycle as Prices Soar — and Few Can Stop It
A surge in demand for AI‑related storage is driving rapid price rises across DRAM and NAND, with suppliers shifting to flexible, quarterly pricing and prioritising high‑margin AI products. Limited capacity growth — because investment is being spent on process upgrades rather than volume expansion — means the shortage looks structural and could persist through 2026–27, benefiting memory vendors but squeezing OEMs and raising the cost of scaling AI services.
AI’s Hunger for Memory Could Keep Global Chip Shortages Dragging On Until 2027
Synopsys CEO Sassine Ghazi warns that the current memory-chip shortage, driven by heavy demand from AI data centres, is likely to last through 2026 and potentially into 2027. Concentrated production, long lead times for new fabs and booming demand for HBM mean elevated prices and allocation pressures may persist, benefiting memory suppliers but squeezing device makers and other industries.
How AI’s Appetite for Memory Is Turning Chip Windfalls Into an ‘AI Tax’ on Consumers
SK Hynix and Samsung are reallocating memory capacity to serve AI data centres, driving a surge in HBM and SSD demand that has pushed memory prices sharply higher. The result is higher costs and stealth downgrades for consumer devices, with ordinary buyers effectively shouldering the bill for large‑scale AI infrastructure build‑outs.