Market rumors suggest NVIDIA has kicked off development of its own HBM base die, sending ripples through the supply chain as it could reshape the next-generation HBM landscape. According to the Commercial Times, the chip is expected to be built on the 3nm node, with small-batch trial production sche...

While Micron boosted its Q4 FY2025 revenue forecast to $11.2 billion on August 12, ZDNet and New Daily report that the company has unexpectedly become the first of the big three memory giants to hint at a full sell-out of its 2026 HBM supply. In contrast, HBM leader SK hynix has yet to make a simila...

According to a ZDNet report citing industry sources on the 25th, leading global semiconductor back-end equipment manufacturers are expected to expand their HBM hybrid bonding operations in the second half of 2025. BESI Expects Rising Hybrid Bonding Orders in H2 2025 On July 24, Dutch equipment...

Riding strong demand for 12-high HBM3E and broad NAND growth, SK hynix smashed records in Q2, announcing a stellar 22.23 trillion won ($16.15B) in sales and 9.21 trillion won ($6.7B) in operating profit—the best quarterly results ever, according to its press release and The Korea Times. The mem...

According to Aju Daily, SK Group Chairman Choi Tae-won notes that with the arrival of HBM4, the competitive landscape is set to shift, as that by 2026, the market will likely become more competitive and diversified. As the report highlights, SK hynix became the first company globally to deliver a...