Subject


HBM4


2025-09-24

[News] Micron Counters HBM4 Speed Doubts with 11+ Gbps, Custom HBM4E Due 2027 with Higher Margins

After another strong quarter likely to set record sales and EPS in 1Q FY26, Micron highlighted its HBM4 progress during the earnings call. The company said it has shipped customer samples boasting over 2.8TBps bandwidth and pin speeds above 11Gbps, outperforming competitors, according to ZDNet, Chos...

2025-09-17

[News] HBM Market Heats Up as Three Giants Clash, with HBM4 at the Center

Micron Discusses HBM and Advanced Packaging in the AI Era Recently, Yulin Chang, Vice President of Advanced Packaging and Testing Operations at Micron Taiwan, outlined the development of HBM and advanced packaging in the AI era. Chang noted that in the past, GPU was connected to GDDR6 via PCB. To...

2025-09-12

[News] SK hynix Finalizes World’s First HBM4, Mass Production Ready, Eyes NVIDIA Approval

SK hynix announced today that it has completed the development of HBM4 and finalized preparations for mass production—the first company in the world to do so. According to its press release, the company is now ready to deliver top-tier HBM4 to customers in line with their timelines. In its pres...

2025-09-12

[News] Samsung Reportedly Expands 1c DRAM Capacity for HBM4, Targeting 60K Wafers Monthly in 2025

According to ZDNet, Samsung Electronics is ramping up efforts to secure production capacity for 1c DRAM as it aims to take an early lead in HBM4. Industry sources say the company plans to complete equipment investments for 1c DRAM at its Pyeongtaek Campus 4 (P4) by the first half of next year. Sa...

2025-09-08

[News] SK hynix May Secure NVIDIA HBM4 Deal by Sep., Samsung Reportedly Trails in Testing

The HBM4 race is intensifying. According to Chosun Biz, SK hynix and Micron are reportedly set to enter the final stage of HBM4 testing with NVIDIA this month. SK hynix, ahead in quality verification, is expected to finalize pricing and delivery terms and may secure a supply agreement with NVIDIA as...

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