# High Bandwidth Memory
Latest news and articles about High Bandwidth Memory
Total: 6 articles found
Beyond the GPU: SK Hynix’s Landmark Nasdaq Debut Reprices the AI Supply Chain
SK Hynix has completed the largest-ever US listing for a foreign company, raising $26.5 billion and reaching a $1.2 trillion valuation. The move signals a major market pivot toward valuing the memory and hardware components that underpin the AI revolution.
The Memory Revolution: Micron’s $9 Billion Expansion Signals AI’s Shift from Compute to Capacity
Micron's $9.3 billion expansion in Japan and South Korea's 100 trillion won sovereign fund underscore a global shift toward memory-centric AI architecture, even as infrastructure projects face growing legal hurdles in the West.
Samsung and Nvidia Forge Strategic Alliance to Tackle the HBM4 Frontier
Samsung's semiconductor chief and Nvidia's CEO have outlined an extensive roadmap for collaboration, spanning next-generation HBM4 and HBM5 memory alongside advanced foundry services. This strategic alignment aims to solidify Samsung's role in the AI infrastructure boom and expand their partnership into the high-growth autonomous vehicle sector.
Nvidia’s Korean Triple-Play: Jensen Huang Bets on a Multi-Year AI Infrastructure Squeeze
Nvidia CEO Jensen Huang has signed strategic partnerships with SK Hynix, Naver, and Doosan Group to secure long-term supply of memory and energy solutions. Huang warned that AI supply chain shortages will persist for several years, prompting a shift toward multi-year agreements to ensure infrastructure stability.
The $340,000 Ransom: How Samsung Bought Peace in the AI Arms Race
Samsung Electronics has settled a major labor dispute by offering semiconductor workers average bonuses of $340,000, preventing a strike that threatened the global AI chip supply chain. While the deal boosted Samsung's stock by 8%, it has exposed significant internal divisions due to a massive 100-fold pay gap between different business units.
The Memory Supercycle: AI Infrastructure Propels Global DRAM Revenue to Record $100 Billion Milestone
Global DRAM revenue surged 80% in Q1 2026 to nearly $100 billion, driven by the explosive growth of AI data centers and high-bandwidth memory demand. With prices expected to rise another 50% in Q2, the industry is entering a historic supercycle led by Samsung, SK Hynix, and Micron.