Subject


HBM4


2025-05-19

[News] Micron’s 12hi HBM3e Could Top 8hi Shipments by August, Backed by Strong CSP Buzz

While Samsung races full steam ahead with its 12hi HBM3e validation and HBM4 development, Micron stays under the radar. But according to New Daily, the U.S. memory giant is quietly gaining ground—its 12hi HBM3e yields are rapidly improving, earning rave reviews from major CSPs. Citing Micron’...

2025-05-05

[News] Samsung Reportedly in Talks with NVIDIA, Broadcom to Ship Custom HBM4 in 1H26

Amid rumors of Google moving away from its HBM3E and NVIDIA’s looming test in June, Samsung looks set to turn the tide with its next-gen HBM. According to Korean Economic Daily and ZDNet, the company is in talks to supply customized HBM4 chips to major AI players, with shipments potentially starti...

2025-04-28

[News] The TC Bonder Dispute: Is Hybrid Bonding for 16Hi HBM the Spark Behind the Hanmi-SK hynix Rift?

Amid growing tensions with its longtime TC bonder supplier Hanmi Semiconductor, SK hynix is reportedly taking things a step further. According to Financial News, the HBM leader has started reviewing a full diversification of all Hanmi-supplied equipment—not just TC bonders. While rumors suggest...

2025-04-28

[News] Following JEDEC’s HBM4 Standard: What’s Next for SK hynix, Samsung, and Micron?

As memory giants gear up for the next-gen HBM battle, JEDEC has officially released the JESD270-4 HBM4 standard in mid-April. With AI models and HPC workloads demanding faster, larger memory, HBM4 is arriving just right on time. As per JEDEC’s press release, one of the major improvements in HBM...

2025-04-24

[News] Samsung Reportedly Phasing Out HBM2E as Focus Shifts to HBM3E and HBM4

With 1y and 1z nm 8Gb DDR4 production reportedly winding down, Samsung is said to be discontinuing its HBM2E products as well, as Commercial Times reveals they’ve reached the Last Buy Order (LBO) stage. Though Samsung declined to confirm the information, this could imply its shift to more high-...

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