SemiPulse — Semiconductor Intelligence

AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and next-generation HBM will be a focal point of contention through 2027 and beyond.

LS Securities Raises SK hynix Target Price to 2.1 Million Won on HBM Strength - Seoul Economic Daily

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en.sedaily.com 2026-05-11 Seoul Economic Daily

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Options Market Statistics | Micron surged 37% weekly with market cap exceeding $840 billion, HBM shortage driven - Moomoo

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www.moomoo.com 2026-05-09 Moomoo

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AI Infrastructure Frenzy: Micron Soars 10% as HBM Shortage Fuels Data Center Supercycle - Moomoo

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www.moomoo.com 2026-05-08 Moomoo

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AI Infrastructure Frenzy: Micron Soars 15% as HBM Shortage Fuels Data Center Supercycle - Moomoo

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www.moomoo.com 2026-05-08 Moomoo

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HBM and DRAM/NAND memory production capacity risks have been temporarily alleviated! Samsung's labor-management dispute enters mediation process. - 富途牛牛

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news.futunn.com 2026-05-08 富途牛牛

访问频繁，请稍后重试您所要访问的页面不在这儿，它可能正忙着刷牛牛圈，稍后就能恢复正常返回主页

Semiconductor memory HBM memory DRAM memory NAND flash Samsung Electronics Semiconductor capacity Memory market Supply chain risk

HBM HOLDINGS-B (02142.HK): IND for HBM7004 in Advanced Solid Tumors Approved by FDA - AASTOCKS.com

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news.google.com 2026-05-08 AASTOCKS.com

HBM HOLDINGS-B (02142.HK): IND for HBM7004 in Advanced Solid Tumors Approved by FDA - AASTOCKS.com

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news.google.com 2026-05-08 AASTOCKS.com

AMD announces MI350P PCIe AI accelerator card with 144GB of HBM3E — roughly 40% faster in FP16 and FP8 theoretical compute compared to Nvidia's H200 NVL competitor

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tomshardware.com 2026-05-08 Aaron Klotz

AMD now has the fastest AI accelerator card on the market that fits in a traditional PCIe slot.

AMD MI350P PCIe AI accelerator HBM3E CDNA4 FP16 performance FP8 performance FP64 performance

Another HBM killer is exposed. - 36氪

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eu.36kr.com 2026-05-07 36氪

In recent years, HBM has become one of the most attention - grabbing keywords in the semiconductor industry. With the continuous explosion of demand in AI large models, high - performance computing, and data centers, HBM, with its advantages of ultra - high bandwidth and low power consumption, is rapidly becoming an indispensable core technology for high - end computing power chips, thus triggerin

HBM 3D DRAM ZAM Intel SoftBank Saimemory AI computing Memory technology

Mirae Asset lifts SK hynix target on Korea server boom and HBM gains - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-05-07 Chosunbiz

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Samsung Is Now A Trillion-Dollar Juggernaut, As Conventional DRAM Quietly Out-Earns The HBM Everyone Is Obsessed With - Wccftech

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wccftech.com 2026-05-07 Wccftech

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United States High Bandwidth Memory (HBM) Market Set to Reach USD - openPR.com

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www.openpr.com 2026-05-06 openPR.com

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Trading the Move, Not the Narrative: (HBM) Edition - Stock Traders Daily

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news.stocktradersdaily.com 2026-05-06 Stock Traders Daily

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SK hynix rewards leaders with stock after HBM-driven surge in South Korea - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-05-06 Chosunbiz

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SoftBank, Intel target HBM limits with 9-layer memory - digitimes

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www.digitimes.com 2026-05-06 digitimes

SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints of high-bandwidth memory.The article requires paid subscription.Subscribe Now

SoftBank, Intel target HBM limits with 9-layer memory

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digitimes.com 2026-05-06

SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints of high-bandwidth memory.