Amid uncertainty over Trump’s new tariffs, memory giants are charging ahead in the HBM3E race. According to South Korean outlets Sedaily and Sisa Journal, Samsung is targeting mass shipments of its 8-layer HBM3E to NVIDIA as early as April, while Micron cleared validation for its 12-layer version ...

Samsung was previously expected to secure NVIDIA’s qualification for its HBM3E between late May and early June. However, the timeline has reportedly been moved up. According to South Korean media outlet EBN, if things go smoothly, Samsung is now targeting a successful qualification of its HBM3E 12...

Amid the intensifying HBM race, Micron has secured a spot with its HBM3E 12H designed into NVIDIA’s GB300. Notably, according to its press release, the U.S. memory giant is also the only company shipping both HBM3E and SOCAMM memory for AI servers, reinforcing its leadership in low-power DDR for d...

With NVIDIA CEO Jensen Huang optimistic about Samsung’s HBM3E for Blackwell Ultra, the Korean memory giant appears to be making strides with other big techs as well. According to Sedaily, Samsung is likely to supply its 8-layer HBM3E to Broadcom soon. Sources cited by the report say Samsung rec...

Fueled by strong AI demand, U.S. memory giant Micron expects a solid strong third quarter for fiscal 2025, projecting a 9% quarter-over-quarter revenue increase to $8.8 billion, according to its press release. Meanwhile, profit is projected at $1.57 per share, above the expected $1.48, as per Bloomb...