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 …
Micron breaks ground on its ~$9.3B Hiroshima factory expansion, part of its global ramp-up to meet AI demand, and plans to start HBM shipments from summer 2028
Micron Technology Inc. on Saturday broke ground on the expansion of its factory in western Japan, a ¥1.5 trillion ($9.3 billion) …
Micron breaks ground on its ~$9.3B Hiroshima factory expansion, part of its global ramp-up to meet AI demand, and plans to start HBM shipments from summer 2028
Micron Technology Inc. on Saturday broke ground on the expansion of its factory in western Japan, a ¥1.5 trillion ($9.3 billion) …
Memory chip vendors say CXMT's DDR5 prices match Samsung's, SK Hynix's, and Micron's, and it has more supply in client markets as it is not prioritizing HBM
Memory chip vendors say CXMT's DDR5 prices match Samsung, SK Hynix, and Micron, and it has a supply advantage in client markets as it is not prioritizing HBM
CXMT's DDR5 memory is apparently not as cheap to procure as reports claim, falling in the same range as DRAM from other manufacturers.
Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK Hynix; Counterpoint estimates SK Hynix will account for 54% of the global HBM4 market in 2026
SK hynix Inc. has secured over two-thirds of high-bandwidth memory (HBM) supply orders from U.S. tech giant Nvidia Corp. to be used …
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
TrendForce estimates DRAM in 2026 will bring in over 4x as much revenue as the 2023 trough, reaching a record ~$231B, driven by AI industry demand for HBM chips
Jiyoung Sohn / Wall Street Journal :
SK Hynix says its DRAM, NAND, and HBM production capacity for next year “has been sold out” and that it would set up a production system to meet OpenAI's demand
Song Jung-a / Financial Times :
A deep dive into Huawei's Ascend AI chip production, SMIC, TSMC, US export controls, HBM bottlenecks, China's HBM issues, Huawei's data center chips, and more
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon