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HBM memory

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  1. 1
    Huang's pledge to double chip output locks up 37% of HBM supply●Huang’s 2x Chip Vow Locks Up 37% of HBM Supply [2026]✉newsTechnologySemiconductors2 h ago

    Jensen Huang has vowed to double chip production, a commitment that would tie up an estimated 37% of the world's high-bandwidth memory supply for 2026. The pledge puts fresh pressure on HBM producers, whose capacity is already stretched by surging demand for AI accelerators, and raises questions about whether rivals will be able to secure memory for competing chips.

  2. 2
    Micron's AI Memory Chips Draw Investor Attention●Micron's AI Memory Chips: Investment Insights✉newsTechnologySemiconductors4 h ago

    Micron is being discussed as a key beneficiary of the AI boom, with attention focused on its memory chips used in AI data centres. The discussion centres on investment insights into whether the company's HBM and DRAM business can keep growing as demand for AI hardware accelerates.