HBM Prices Surge: 2027 Forecast
TrendForce predicts major HBM price hikes for 2027 as demand outstrips supply, impacting AI infrastructure costs globall…
🏷️ HBM
22 articles about 'HBM'
HBM Costs Dominate AI Chip Budgets
High Bandwidth Memory now accounts for 63% of AI chip component costs, driving massive spending increases across major t…
HBM Costs Now 63% of AI Chips
Epoch AI reports HBM memory costs in AI chips rose to 63% by late 2025, reshaping hardware economics for NVIDIA and AMD.
Memory Is Ruining Everything: AI's Hidden Cost
Soaring memory chip prices driven by AI demand are cascading across industries, threatening consumer electronics, automo…
Tech Giants Race to Fund SK Hynix Production Lines
Global tech companies are offering to invest in SK Hynix's new fabs and fund EUV equipment purchases worth hundreds of m…
Samsung Chip Union Talks Collapse Over Bonus Deal
Samsung Electronics chip division negotiations break down as union demands permanent 13% profit-sharing bonus while mana…
Samsung Hits $1 Trillion on a 50-Year Chip Bet
Samsung Electronics joins the trillion-dollar club as AI chip demand and a 474% profit surge drive its stock to historic…
Intel and SoftBank Target HBM With New Memory Tech
Intel and SoftBank's subsidiary Saimemory are developing a next-gen memory technology designed to surpass HBM in bandwid…
IDC: Global DRAM Revenue to Surge 177% in 2026
IDC forecasts explosive memory semiconductor growth, with DRAM hitting $418.6B and NAND reaching $174.1B in 2026, driven…
AI Boom Pushes Samsung Past $1 Trillion Valuation
Samsung crosses $1T market cap on surging AI chip demand, becoming only the second Asian company after TSMC to reach the…
AMD Gaming Revenue to Drop 20% as AI Devours Memory Supply
AMD warns gaming business faces 20%+ revenue decline in H2 2026 as AI-driven HBM demand squeezes consumer memory supply.
Samsung Surges in AI Era as Memory Becomes Gold
Samsung Electronics posts record Q1 2026 results as AI-driven demand for HBM, DRAM, and enterprise SSDs transforms the c…