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TEXXR ▲
Company

HBM

Filtered to controversy pattern ×
37 articles – accelerating

HBM has appeared in 37 articles since 2015-05. Coverage peaked in 2025Q4 with 8 articles. Frequently mentioned alongside SK Hynix, Samsung, Micron, Nvidia.

Articles
37
mentions
Velocity
+50.0%
growth rate
Acceleration
+1.000
velocity change
Sources
17
publications

TEXXR Analysis

May 27, 2026
The Windfall
For three decades, memory was the worst job in semiconductors — the commodity that craters first in every downturn. On May 27 a handheld console hit $949 "due t...
Apr 14, 2026
The Tax
Samsung is one of three companies that manufacture the world's memory chips. This week, it raised the price of its Galaxy tablets by $280 — because memory chips...

Patterns

Related Entities

SK Hynix 19 Samsung 14 Micron 10 Nvidia 8 CXMT 6 Chinese 4 China 4 DDR5 4 SK Hynix's 4 TSMC 3

Top Voices

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

Explore Further

Browse all articles Momentum analysis Find correlations Compare with SK Hynix

Coverage Timeline

2026-04-22
Reuters 6 related

A South Korean court sentences a former Samsung researcher to seven years in prison for leaking semiconductor tech to China's CXMT, helping it develop HBM

A South Korean court said on Wednesday it had sentenced a former researcher at Samsung Electronics (005930.KS) to seven years in prison …

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 61 Techmeme 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 Samsung and AMD sign a preliminary deal for Samsung to supply its next-gen HBM4 for AMD's.... 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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