Latest about HBM
SK hynix to get massive support from U.S. government to assemble HBM4 in the U.S.
Ampere is adding a 512-core AmpereOne Aurora processor to its roadmap, and it also divulged pricing for its AmpereOne lineup.
JEDEC publishes initial specifications for HBM4: up to 1.64 TB/s per stack, loads of configurations.
CXMT to invest $2.4 billion to build advanced packaging fab to build HBM memory for AI.
Nikkei says that Micron is set to produce more HBM3E memory in Taiwan, expand R&D operations in the U.S. and even start producing HBM3E memory in Malaysia.
Jettisoning less profitable DDR3 production lines.
As demand for high bandwidth memory increases, DRAM prices are poised to go up, too, as chipmakers shift priorities to HBM production for AI GPUs.
SK hynix chief executive says the company's HBM supply is sold out for 2024, most 2024. Just like Micron's.