Latest about HBM
Micron rejects 4F2, intends to use wafer bonding and High-NA EUV before going 3D NAND over the next few years.
Micron's Taiwan union is set to conduct a one-day strike at the company's Taoyuan DRAM facility as workers demand bonuses for this year and transparent terms of bonuses for upcoming years.
Elon Musk condemns memory makers citing unreasonable prices of memory, but claims Micron is different.
Daniel Newman’s number comes from OpenRouter data, where agents passed humans in February and grew 14x by August.
Premium Nanya-backed DRAM designer PieceMakers began trading in Taipei on Sept. 16 on a bet that AI inference memory won’t be HBM.
This could potentially be the first HBM manufacturing plant in the U.S.
Micron is offering Taiwan employees a NT$1 million cash bonus, but unions have rejected the package and are demanding permanent profit sharing as strike talks continue.
Premium Samsung detailed a three-phase HBM roadmap at Hot Chips 2026 that progressively moves logic into the base die and ultimately stacks DRAM directly on the processor.
