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Company

HBM

Filtered to Funding & Financials ×
37 articles stable

HBM has appeared in 37 articles since 2015-05. Coverage peaked in 2026Q3 with 8 articles. Frequently mentioned alongside SK Hynix, Samsung, Micron, Nvidia.

Articles
37
mentions
Velocity
0.0%
growth rate
Acceleration
-1.000
velocity change
Sources
20
publications
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...
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...
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...

Coverage Timeline

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.

2026-06-24
Reuters 11 related

SK Hynix overtaking Samsung to become South Korea's most valuable company is the culmination of 14 years of bets on HBM, which paid off as the AI boom took off

SK Hynix's (000660.KS) overtaking of Samsung Electronics (005930.KS) to become South Korea's most valuable firm was the culmination …

2026-04-22
Reuters 9 related

SK Hynix says it plans to invest ~$12.85B in a new fab in South Korea for advanced packaging to meet AI demand for HBM, with construction starting this month

SK Hynix (000660.KS) said on Wednesday it plans to invest 19 trillion won ($12.85 billion) in a new manufacturing plant in South Korea …

2026-02-11
Financial Times 2 related

A profile of South Korea's SK Hynix, a once unloved memory chipmaker that now enjoys 58% operating margins and a ~$438B market cap amid the global HBM shortage

Once unloved SK Hynix is enjoying 58% operating margins amid a global shortage of memory chips

2026-01-29
CNBC 33 related

Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price hikes and HBM demand

Samsung Electronics shares rose 2.4% Thursday after the company reported an over threefold surge in fourth-quarter operating profits …

2025-12-31
Reuters 4 related

Filing: China's top DRAM maker CXMT plans to raise $4.2B in a Shanghai IPO; CXMT held a 4% global share in Q2 2025 and targets HBM production by the end of 2026

China's leading maker of DRAM chips, ChangXin Memory Technologies (CXMT) Corp, said on Tuesday it plans to raise 29.5 billion yuan …

2025-11-30
Nikkei Asia 4 related

Sources: Micron plans to invest $9.6B in Japan to build a production facility for next-gen HBM memory chips beginning in 2026, with shipments expected in 2028

TOKYO — U.S. semiconductor manufacturer Micron Technology will invest 1.5 trillion yen ($9.6 billion) to build a production facility …

2025-10-29
CNBC 16 related

SK Hynix reports Q3 revenue up 39% YoY to $17.02B, below $17.22B est., and operating profit up 62% YoY to a record $7.92B, boosted by demand for its HBM chips

South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, boosted by a strong demand for its high bandwidth memory used in generative AI chipsets.

2025-04-24
CNBC 16 related

SK Hynix reports Q1 revenue up 42% YoY to ~$12.4B, vs. ~$12.1B est, and operating profit up 158% YoY to ~$5.2B, vs. ~$4.6B est., on demand for its HBM chips

Dylan Butts / CNBC :

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 70 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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