SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Podcast highlights: Xiaomi's 3nm chip cap, HBM in Malaysia, and Nvidia's margin tradeoff

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digitimes.com 2026-08-31

Samsung gains as LS Securities sees HBM rivalry normalize in South Korea - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-08-31

Competition Intensifies for Control of the 'Base Die,' a Key to HBM Performance - 매일경제

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www.mk.co.kr 2026-08-30

The semiconductor industry is witnessing intensified competition for control of 'base die,' a critical component determining HBM performance. As AI and high-performance computing applications surge, HBM technology has become a key focus area. Base die, as the core component of HBM, directly impacts

HBM Semiconductor Chip Design Memory Market Competition Technology Breakthrough Wafer Manufacturing Storage Technology

Qualcomm's HBC play pulls Samsung and SK hynix into a new race beyond HBM

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digitimes.com 2026-08-29

Hudbay Minerals Inc (HBM) Shares Fall 3.5% -- GF Value Says Stil - GuruFocus

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news.google.com 2026-08-29

Qualcomm's HBC play pulls Samsung and SK hynix into a new race beyond HBM - digitimes

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www.digitimes.com 2026-08-29

AMD supply risks: HBM constraints, valuation, and what analysts are flagging - Investing.com Canada

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ca.investing.com 2026-08-29

AMD supply risks: HBM constraints, valuation, and what analysts are flagging - Investing.com

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www.investing.com 2026-08-29

SK hynix breaks ground on $4 billion HBM plant in Indiana - upi.com

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www.upi.com 2026-08-29

SK Hynix Bets On Prolonged AI Chip Boom With $4 Billion U.S. HBM Expansion - Tekedia

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www.tekedia.com 2026-08-28

SK hynix Breaks Ground on First US HBM Packaging Plant, Targets Late 2029 Mass Production - XenoSpectrum

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xenospectrum.com 2026-08-28

All Three HBM Suppliers Just Qualified for Vera Rubin - TOP1markets

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www.top1markets.com 2026-08-28

HBM Holdings (SEHK:2142) Stock Revenue Gains Contrast With Margin Pressure - simplywall.st

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simplywall.st 2026-08-28

SK hynix breaks ground on the first HBM plant in the US, bringing key AI component production to the States

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tomshardware.com 2026-08-28

SK Hynix has initiated construction of its first High Bandwidth Memory (HBM) production facility in the United States, marking a significant step toward domestic AI component manufacturing. The plant in West Lafayette, Indiana, is set to begin volume production of next-generation HBM modules by mid-

HBM memory AI chips Semiconductor manufacturing U.S. domestic production Memory technology Advanced packaging SK Hynix Semiconductor supply chain

SK hynix breaks ground on the first HBM plant in the US, bringing key AI component production to the States — says production starts in 2029 - Tom's Hardware

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www.tomshardware.com 2026-08-28

SK hynix to Start HBM4E Production at Indiana Plant in 2029 - thelec.net

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www.thelec.net 2026-08-28

DDR5 Prices Surge Fivefold in a Year — China's HBM Obsession Creates a Legacy DRAM Shortage Paradox - finance.biggo.com

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finance.biggo.com 2026-08-28

SK’s next-gen fab to build HBM on US soil by 2029 - 한겨레

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