Semiconductor News & Analysis Feed
738 articles
2026-06-01
gagadget.com
2026-06-01
Gagadget.com
Intel has unveiled Crescent Island, a data center GPU built specifically for AI inference — the stage where a trained model answers real user queries. It uses LPDDR5X memory instead of the expensive, supply-constrained HBM found in Nvidia's Blackwell chips. At 350W, it runs on standard air cooling, which matters directly to any operator who has been priced out of liquid-cooled infrastructure.
Aft
2026-06-01
thepcenthusiast.com
2026-06-01
ThePCEnthusiast
Home » Articles » What Is HBM and Why Is It So Important for AI?
What Is HBM and Why Is It So Important for AI?
May 31, 2026 by Peter Paul
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High Bandwidth Memory (HBM) uses vertically stacked memory dies and advanced packaging technologies to deliver the bandwidth required by modern AI accelerators and high-performance computing systems.
Artificial Intelli
2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Chinese semiconductor firms are increasing DRAM and NAND production, with CXMT's chips appearing in Corsair products, indicating a shift in global supply dynamics. Companies like HP, Qualcomm, Dell, ASUS, and Acer are also engaging with Chinese manufacturers, driven by higher prices and limited supply from Samsung, SK Hynix, and Micron. While Chinese firms leverage advanced processes for consumer
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
From, Cyclical
From Cyclical Commodity to AI Bottleneck: How Micron’s Fully Booked HBM Pipeline Upended Its Stock and Split the Investor Crowd
31.05.2026 - 12:41:57 | boerse-global.de
Micron's stock surges 878% in a year as binding HBM contracts with hyperscalers lock in 2026 capacity, signaling a structural change from historical boom-bust cycles.
From Cyclical Commodity to AI Bottleneck: How M
2026-05-31
simplywall.st
2026-05-31
simplywall.st
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Micron’s, Sell-Out
Micron’s 2026 Sell-Out: How a Fully Booked HBM Pipeline Propelled the Stock to $1.1 Trillion
30.05.2026 - 18:06:07 | boerse-global.de
Micron Technology hits $1.1T market cap with 200% YTD gains, driven by HBM demand for AI. Analyst targets soar ahead of June 24 earnings.
Micron’s 2026 Sell-Out: How a Fully Booked HBM Pipeline Propelled the Stock to $1.1 Trillion - Foto: über b
2026-05-30
www.upi.com
2026-05-30
upi.com
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2026-05-29
www.chosun.com
2026-05-29
조선일보
By Seongmin K
Published 2026.05.30. 00:45
Samsung Electronics announced on the 29th that it had supplied samples of its 7th-generation high-bandwidth memory (HBM4E) with 12 layers to customers, a world first. HBM is an essential memory semiconductor used in AI accelerators and data centers for AI. Following its February announcement as the first in the semiconductor industry to begin mass produc
2026-05-29
biz.chosun.com
2026-05-29
Chosunbiz
By
Kwon Woo-seok
Published 2026.05.29. 22:12
KB Securities said on the 29th that SK hynix is expected to see improved results in 2027 as the memory supply shortage deepens and high bandwidth memory (HBM) prices more than double. In particular, it projected operating profit in 2027 would reach 454 trillion won.
It maintained a "Buy" recommendation and raised the target price to 3.8 million won f
2026-05-29
sg.finance.yahoo.com
2026-05-29
Yahoo Finance Singapore
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2026-05-29
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2026-05-29
Yahoo Finance
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2026-05-29
en.sedaily.com
2026-05-29
Seoul Economic Daily
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2026-05-29
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2026-05-29
Seeking Alpha
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2026-05-29
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2026-05-29
Neowin
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2026-05-29
kfgo.com
2026-05-29
KFGO
By Heekyong Yang
SEOUL, May 29 (Reuters) – Samsung Electronics on Friday said it started shipping samples of its latest high-bandwidth memory (HBM) chip to customers, pulling ahead of rivals in distributing a new version of the product critical to AI data centers and sending its shares higher.
The South Korean tech company said the new chip, the 12-layer HBM4E, is more than 20% faster than its
2026-05-29
wtvbam.com
2026-05-29
WTVB
By Heekyong Yang
SEOUL, May 29 (Reuters) – Samsung Electronics on Friday said it started shipping samples of its latest high-bandwidth memory (HBM) chip to customers, pulling ahead of rivals in distributing a new version of the product critical to AI data centers and sending its shares higher.
The South Korean tech company said the new chip, the 12-layer HBM4E, is more than 20% faster than its
2026-05-29
whtc.com
2026-05-29
WHTC
By Heekyong Yang
SEOUL, May 29 (Reuters) – Samsung Electronics on Friday said it started shipping samples of its latest high-bandwidth memory (HBM) chip to customers, pulling ahead of rivals in distributing a new version of the product critical to AI data centers and sending its shares higher.
The South Korean tech company said the new chip, the 12-layer HBM4E, is more than 20% faster than its
2026-05-29
digitimes.com
2026-05-29
Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI memory product, according to the company. The move underscores intensifying competition among memory suppliers as demand accelerates for higher-performance components used in AI computing systems.
2026-05-29
www.reuters.com
2026-05-29
Reuters
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2026-05-29
news.samsung.com
2026-05-29
samsung.com
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