HBM remains a hyperscaler-only memory tied tightly to AI accelerators

SPHBM4 cuts pin counts dramatically while preserving hyperscale-class bandwidth performanceOrganic substrates reduce ...
KTVZ

What is high bandwidth memory and why is the US trying to block China’s access to it?

(CNN) — The US government has imposed fresh export controls on the sale of high tech memory chips used in artificial intelligence (AI) applications to China. The rules apply to US-made high bandwidth ...

Micron stock soars on earnings beat amid 'unprecedented' AI-fueled demand for memory chips

Micron’s high bandwidth memory (HBM) chips — a type of DRAM, or dynamic random access memory — are a crucial part of AI ...
DIGITIMES

Nvidia reportedly sets 4Q26 target for 16-high HBM supply

Nvidia has reportedly asked memory suppliers to prepare for the delivery of 16-high high-bandwidth memory by the second half ...

Micron Stock Climbs to Record High as AI Drives Memory Chip Demand

Micron (NASDAQ:MU) stock climbed more than 3% on Monday, hitting a new all-time intraday high of $294.3, fueled by surging ...
The Information

The Memory-Chip Rally Lifting Micron Isn’t Done

When Micron Technology reports its fiscal first-quarter earnings on Wednesday afternoon, investors will be listening for the ...

Google Fires Executives After Failing to Secure AI Memory Chips Amid Shortage

Google fires executives after failing to secure AI memory chips amid the global supply-chain shortage and the race for ...
AOL

What is high bandwidth memory and why is the US trying to block China’s access to it?

Editor’s Note: Sign up for CNN’s Meanwhile in China newsletter which explores what you need to know about the country’s rise and how it impacts the world. The US government has imposed fresh export ...