Semiconductor News & Analysis Feed
18 articles
2026-07-11
developer.nvidia.com
2026-07-11
This article explores how host offloading techniques can alleviate high-bandwidth memory (HBM) bottlenecks in large language model (LLM) training using the JAX framework. As model size, sequence length, and batch size increase, GPU memory becomes a critical constraint. The study highlights NVIDIA's
2026-07-11
www.cnbc.com
2026-07-11
SK Hynix, a leading global manufacturer of high bandwidth memory (HBM), has officially listed on the Nasdaq, marking a significant milestone in its expansion within the global semiconductor industry. As a major player in memory chip production, SK Hynix plays a crucial role in high-performance compu
2026-07-07
www.cnbc.com
2026-07-07
According to CNBC, Futurum Research has positively evaluated Samsung Electronics' investment in high bandwidth memory (HBM) chips, despite lower profit margins in this segment. HBM chips are critical for high-performance computing, AI, and data centers, representing a key growth area in the semicond
2026-07-02
www.techradar.com
2026-07-02
Qualcomm has unveiled its new High Bandwidth Compute (HBC) memory architecture, designed to reduce the cost and power consumption associated with traditional High Bandwidth Memory (HBM). By stacking LPDDR memory directly above the CPU in a 3D vertical configuration, Qualcomm aims to eliminate the 'H
2026-06-16
sg.finance.yahoo.com
2026-06-16
Micron Technology surged due to explosive demand for high-bandwidth memory (HBM), making it a standout performer in Q1 2026. According to the Columbia Global Technology Growth Fund's investor letter, Micron reported nearly tripled revenue year-over-year, exceeding consensus by about $20 billion, wit
2026-06-16
uk.finance.yahoo.com
2026-06-16
Micron Technology surged in Q1 2026 due to explosive demand for high-bandwidth memory (HBM), highlighting its strong position in the semiconductor industry. The company reported nearly tripled revenue year-over-year, exceeding consensus expectations by around $20 billion. Its performance was driven
2026-06-16
www.mk.co.kr
2026-06-16
As demand for high-bandwidth memory (HBM) in artificial intelligence (AI) servers surges, the semiconductor supply chain is experiencing significant ripple effects. South Korean telecom operator KT recently paid 1.45 billion KRW in advance to its set-top box partners to secure memory supplies, highl
2026-06-16
www.mk.co.kr
2026-06-16
As demand for high-bandwidth memory (HBM) in AI servers surges, the semiconductor supply chain is experiencing significant disruptions. Korean telecom operator KT has taken preemptive action by advancing payments of KRW 1.45 billion to its set-top box partners to secure memory supplies. This move ad
2026-06-11
finance.yahoo.com
2026-06-11
Applied Materials (AMAT), a leading global semiconductor equipment manufacturer, is highlighted as one of the top stocks to buy in the high-bandwidth memory (HBM4) sector, supported by strong analyst sentiment and upgraded price targets. Analysts from Evercore ISI, TD Cowen, and Bernstein have reaff
2026-06-10
www.bisinfotech.com
2026-06-10
The rapid advancement of artificial intelligence technology has made high-bandwidth memory (HBM) a critical bottleneck constraining AI computing performance enhancement. Recent market analysis reveals that traditional memory architectures can no longer meet the growing demand for AI computational po
2026-05-26
www.blocksandfiles.com
2026-05-26
2026-05-24
www.techtimes.com
2026-05-24
2026-05-17
2026-05-15
www.openpr.com
2026-05-15
2026-05-15
www.tipranks.com
2026-05-15
2026-05-12
www.openpr.com
2026-05-12
2026-05-11
www.openpr.com
2026-05-11
2026-05-06
www.openpr.com
2026-05-06