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

SK Hynix has priced a US$26.5 billion Nasdaq offering, giving the world's leading supplier of high-bandwidth memory fresh capital to expand DRAM wafer production, advanced packaging and leading-edge manufacturing equipment at the same time.

Analysis: Samsung, SK Hynix, and Micron's diverging approach to HBM4 base dies

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digitimes.com 2026-07-10

Samsung Electronics, SK Hynix and Micron Technology are taking different manufacturing paths for the logic base die in HBM4, opening a new front in the competition over advanced memory performance, yield and supply.

Insight: TSMC's 2nm lead widens, Intel 14A slips beyond 2030, Samsung 4nm fills on HBM4 demand

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digitimes.com 2026-07-10

Samsung Electronics' preliminary earnings have shaken financial markets. Drawing on a report from a US brokerage, DIGITIMES Intelligence analyst Luke Lin examined the actual progress of advanced-node capacity expansion at TSMC, Intel, and Samsung, arguing that market expectations in several areas have run ahead of reality.

HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market

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digitimes.com 2026-07-10

High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production costs, and long-term agreements lock up an increasing share of global DRAM capacity, according to memory industry sources.

"HBM Is Korea's Economic Chokepoint; Blocking Tech Leaks Is Key to Lead" - Seoul Economic Daily

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en.sedaily.com 2026-07-10 Seoul Economic Daily

Micron’s $3 Billion Wafer Play: How a Texas Fab Deal Backs a Sold-Out HBM Pipeline - Ad-hoc-news.de

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www.ad-hoc-news.de 2026-07-10 Ad-hoc-news.de

HBM Maintained by B of A Securities -- Price Target Lowered to $29.50 - GuruFocus

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www.gurufocus.com 2026-07-09 GuruFocus

Samsung Not Only Supplies HBM, AI Server SSD for Nvidia Begins Mass Production - VOI.id

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voi.id 2026-07-09 VOI.id