/
Navigation
Chronicles
Browse all articles
Explore
Semantic exploration
Research
Entity momentum
Nexus
Correlations & relationships
Story Arc
Topic evolution
Drift Map
Semantic trajectory animation
Posts
Analysis & commentary
Pulse API
Tech news intelligence API
Browse
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
Concept Search
Semantic similarity search
High Impact Stories
Top coverage by position
Sentiment Analysis
Positive/negative coverage
Anomaly Detection
Unusual coverage patterns
Analysis
Rivalry Report
Compare two entities head-to-head
Semantic Pivots
Narrative discontinuities
Crisis Response
Event recovery patterns
Connected
Search: /
Command: ⌘K
Embeddings: large
Company

HBM

37 articles rising

HBM has appeared in 37 articles since 2015-05. Coverage peaked in 2026Q3 with 12 articles. Frequently mentioned alongside SK Hynix, Samsung, Micron, Nvidia.

Articles
37
mentions
Velocity
+50.0%
growth rate
Acceleration
-0.500
velocity change
Sources
21
publications
SK Hynix Bets Beyond HBM as SSDs Hit 48%
Enterprise SSDs accounted for 48% of global NAND shipments in Q2 2026, up from 26% a year earlier. SK Hynix is expanding across HBM, DRAM, NAND, packaging, flas...
Nvidia Talks Test Rebellions’ $2.34B Independence
Nvidia reportedly entered early talks with Rebellions five months after the chipmaker raised $400M at a $2.34B valuation. Yet the cited reports do not identify ...
CXMT Turns 4% DRAM Share Into China Leverage
Reuters put CXMT at 4% of global DRAM in Q2 2025, while Omdia estimated 7.67% in Q1 2026; its Shanghai debut then produced a $487 billion market value. A report...
CXMT’s $9.8B Bet Meets Nvidia’s 70% Allocation
CXMT raised $9.8 billion in Shanghai to expand domestic DRAM. Nvidia reportedly allocated roughly 70% of its 2026 HBM4 demand to SK Hynix, tying AI-memory rents...
Anthropic’s 2GW Bet Moves the Moat Downstack
Investor materials put inference costs above half of revenue at Anthropic and OpenAI. Anthropic has committed to buy up to 2GW of AMD MI450 capacity from 2027 a...

Coverage Timeline

2026-09-10
Reuters 5 related

Sources: Chinese AI chipmakers Huawei, Cambricon, MetaX, and Iluvatar CoreX have raised prices for current and next-gen chips by 20%-50% due to rising HBM costs

Chinese AI chipmakers including Huawei Technologies [RIC:RIC:HWT.UL] and Cambricon (688256.SS) have sharply raised prices …

Wired 1 related

Kepler Computing, which claims its 3D stacking and new material can increase HBM and SRAM density without relying on EUV, emerges from stealth with $468M

Kepler Computing claims a new approach to chip design—and a proprietary material—can help end the supply bottlenecks that have sent memory prices surging.

2026-08-30
Bloomberg 14 related

SK Hynix breaks ground for its $4B advanced memory chip packaging facility in Indiana, with mass production of next-generation HBM scheduled to begin in H2 2029

SK Hynix Inc. held a groundbreaking ceremony Thursday for its advanced memory packaging facility in Indiana …

2026-08-29
Bloomberg 14 related

SK Hynix breaks ground for its $4B advanced memory chip packaging facility in Indiana, with mass production of next-generation HBM scheduled to begin in H2 2029

SK Hynix Inc. held a groundbreaking ceremony Thursday for its advanced memory packaging facility in Indiana …

2026-08-06
The Information 1 related

Sources: Nvidia is considering lower-memory versions of its Rubin Ultra GPU due to potential issues securing enough HBM, and has tested at least three versions

Nvidia is weighing a radical step to deal with a shortage of advanced high-bandwidth memory chips: using less of it than planned …

2026-08-05
Bloomberg 29 related

Samsung previews zHBM, which vertically stacks HBM atop AI accelerators, and zNAND-O, built on V-NAND, and unveils the industry's first V10 BV-NAND architecture

Samsung Electronics Co. offered a glimpse of its most advanced memory hardware, touting improved performance and power efficiency …

2026-08-04
Bloomberg 3 related

Samsung previews zHBM, which vertically stacks HBM atop AI accelerators, and zNAND-O, built on V-NAND, and unveils the industry's first V10 BV-NAND architecture

Samsung Electronics Co. offered a glimpse of its most advanced memory hardware, touting improved performance and power efficiency …

2026-07-25
Reuters 30 related

Nvidia and SK Group unveil a $500B+ AI initiative that includes an SK Hynix partnership to secure next-gen memory supply for Nvidia and joint development of HBM

2026-07-11
CNBC 31 related

SK Hynix closed up 12.76% at $168.01 in its first day of trading on Nasdaq, after raising $26.5B in the largest ever US market debut by a foreign company

South Korean memory giant to fund massive HBM manufacturing expansionsPathikrit Bose /Barchart.com:SK Hynix Stock Is Set for a Blockbuster U.S. Debut Amid Reports of Stark Oversubscription. How to Pla...

2026-07-08
Culpium 6 related

SK Hynix's IPO prospectus analysis, as it seeks to raise ~$28B on the Nasdaq: highly leveraged to HBM, deep and broad China ties, and health and safety concerns

[Opinion] The world's second-largest memory chip maker has more stories than its F-1 filing reveals  —  SK Hynix is going big in America.

Loading articles...

Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 76 tech news articles mentioning HBM, dating back to June 2023. The biggest stories include Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit... and Nvidia and SK Group unveil a $500B+ AI initiative that includes an SK Hynix partnership.... Frequently covered alongside SK Hynix, Samsung, Nvidia, Micron, and CXMT. Coverage has shifted toward enterprise, funding themes and away from regulation, competition.

Key Moments

2024Q2developer +10pts; funding +10pts; competition +20pts
2024Q3developer -10pts; consumer +17pts; funding -10pts
2024Q4consumer -17pts; competition -17pts; regulation +83pts

Relationships

Loading graph...