{"ok":true,"trend":{"id":4302,"platform":"news","region":"global","key":"huang’s 2x chip vow locks up 37% of hbm supply [2026]","title":"Huang’s 2x Chip Vow Locks Up 37% of HBM Supply [2026]","url":"https://news.google.com/rss/articles/CBMibEFVX3lxTE45QXRUYlFWTmZ0QlhPM2ZfRG1mQXdqckd5OTBsU0FKZDBuTGhVbkNvckVSZGFEQVlDaUtUanhGYzAwTlZoTy0xYVh6SHNXcFFudzZmSDNrb0toWGdZcW4wYUVEQjRUc3h5dmhFcg?oc=5","first_seen":"2026-09-26T17:31:00.136321Z","last_seen":"2026-09-26T20:06:55.818936Z","last_rank":21,"peak_rank":20,"last_volume":null,"peak_volume":0,"seen_count":3,"score":33.15,"category_hint":"semiconductors","section":"technology","category":"semiconductors","summary":"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.","why":"AI chip demand is making HBM memory a scarce resource, and a single buyer locking in over a third of supply affects the whole semiconductor industry.","tone":"neutral","entities":["Jensen Huang","Nvidia","HBM suppliers","semiconductor industry"],"summarized_at":"2026-09-26T19:40:44.310933Z","meta":{"via":"scan","lang":"en","term":"chips","source":"shattered.io","published":"Fri, 25 Sep 2026 22:52:21 GMT"},"nw":0.47,"promo":0.04,"kind":"news_event","importance":1.93,"hidden":false,"hide_reason":null,"judged_at":"2026-09-26T17:51:17.056697Z","title_en":"Huang's pledge to double chip output locks up 37% of HBM supply","section_name":"Technology","category_name":"Semiconductors","timeline":[{"captured_at":"2026-09-26T17:31:00.136321Z","rank":20,"volume":null},{"captured_at":"2026-09-26T18:48:29.013573Z","rank":20,"volume":null},{"captured_at":"2026-09-26T20:06:55.818936Z","rank":21,"volume":null}],"posts":[{"platform":"news","url":"https://news.google.com/rss/articles/CBMibEFVX3lxTE45QXRUYlFWTmZ0QlhPM2ZfRG1mQXdqckd5OTBsU0FKZDBuTGhVbkNvckVSZGFEQVlDaUtUanhGYzAwTlZoTy0xYVh6SHNXcFFudzZmSDNrb0toWGdZcW4wYUVEQjRUc3h5dmhFcg?oc=5","author":"shattered.io","title":"Huang’s 2x Chip Vow Locks Up 37% of HBM Supply [2026]","snippet":null,"posted_at":"2026-09-25T22:52:21Z","likes":null}],"elsewhere":[],"window":"7d"}}