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TEXXR ▲
Company

HBM

Filtered to Controversies ×
37 articles – decelerating

HBM has appeared in 37 articles since 2015-05. Coverage peaked in 2026Q2 with 8 articles. Frequently mentioned alongside SK Hynix, Samsung, Micron, Nvidia.

Articles
37
mentions
Velocity
-37.5%
growth rate
Acceleration
-1.375
velocity change
Sources
19
publications

TEXXR Analysis

Jul 26, 2026
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...
Jul 26, 2026
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...
Jul 20, 2026
AMD’s $5 Million Second-Source Test
AMD plans Helios for later in 2026 at an estimated cost above $5 million per deployment. The rack turns its Nvidia challenge into a test of HBM, software, power...
Jul 18, 2026
Nvidia’s 70% HBM4 Allocation to SK Hynix
Nvidia reportedly assigned about 70% of its 2026 HBM4 demand to SK Hynix as 2026 production slots neared sellout. Micron’s Hiroshima expansion will not ship HBM...
Jul 14, 2026
AI Is Booking Memory Years Before It Exists
TrendForce projects data centers will consume more than 70% of high-end memory output in 2026; Kuo estimates 15%–20% of 2026 consumer-electronics memory capacit...

Patterns

Related Entities

SK Hynix 25 Samsung 15 Micron 12 Nvidia 9 CXMT 6 Chinese 4 China 4 DDR5 4 SK Hynix's 4 TSMC 3

Top Voices

@patrickmoorhead 6 discussions SK hynix Newsroom 5 discussions @firstadopter 5 discussions @theaustinlyons 4 discussions @josephjacks_ 4 discussions @amitisinvesting 3 discussions @iankar_ 3 discussions @0xdevshah 3 discussions

Explore Further

Browse all articles Momentum analysis Find correlations Compare with SK Hynix

Coverage Timeline

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 67 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, research 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

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