TL;DR: SK hynix has improved its 1c DRAM yields from 60% to over 80%, focusing on HBM for AI GPUs. The company developed the first 1c process-based 16GB DDR5 DRAM and will lead in mass-producing HBM4 ...
TL;DR: NVIDIA is transitioning to SK hynix GDDR7 memory modules for its GeForce RTX 50 series GPUs, starting with the RTX 5070, moving away from Samsung. SK hynix, known for its HBM technology, is ...
SK Hynix’s oligopolistic advantage in HBM had diminished in the third quarter of 2025, and memory competition will expand from HBM to next-generation products. Abstract DIGITIMES observed that the ...
Micron Technology, Inc.’s stock is up 180% YTD – or 4X more YTD than AI heavyweight Nvidia. MU is expanding its presence within high bandwidth memory, or HBM, stating in Q4 that it has expanded its ...
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SK Hynix's $13B packaging facility promises more HBM for the AI bubble
Great news for AMD and Nvidia, less so for cash-strapped consumers Memory makers just can't churn out their DRAM fast enough.
Smartphone prices are set to rise significantly in 2026 due to the hidden cost of the AI boom. Demand for HBM server memory is causing a severe production shortage of LPDDR5x (smartphone RAM).
SPHBM4 cuts pin counts dramatically while preserving hyperscale-class bandwidth performanceOrganic substrates reduce packaging costs and relax routing constraints in HBM designsSerialization shifts ...
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