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Company

HBM

Filtered to Product Launches ×
37 articles – decelerating

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
-91.7%
growth rate
Acceleration
-1.417
velocity change
Sources
21
publications
At 48% of NAND Shipments, SSDs Pull SK Hynix Beyond HBM
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

2026-08-06
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 …

2026-06-29
The Next Platform 5 related

Academic papers and conference materials offer a deep dive into China's all-CPU LineShine, which pairs custom 304-core Arm CPUs with HBM to top the Top500

CO-EDITOR, CO-FOUNDER, THE NEXT PLATFORM  —  It has been nine years since a Chinese HPC supercomputer was at the top …

2026-06-01
Tom's Hardware 25 related

Intel details its Crescent Island data center GPUs, built on its Xe3P architecture and using LPDDR5X memory instead of HBM, calling them “built for agentic AI”

Unusual memory choice brings lots of AI data closer to the chip for efficiency  —  At Computex 2026 …

2026-05-25
@bookwormengr 13 related

A look at DeepSeek's model optimization to reduce HBM use, potentially enabling domestic memory, ASIC, and CPU makers to create a Chinese AI hardware ecosystem

Have you ever wondered, how DeepSeek may make money, and lot of it?  They didn't come up with competitive coding plans like GLM, MoonShot and MiniMax.

2025-12-18
More Than Moore 3 related

An in-depth look at a recent research paper that offered a roadmap to the viability of 3D HBM-on-GPU integration for improved AI performance and utilization

Five Things You Should Know Before Reading:  — “3D HBM” Now Feasible: Offers improved AI performance and utilization.

2025-09-18
Bloomberg 13 related

Huawei unveils the Atlas 950 SuperPoD with 8,192 Ascend NPUs and the Atlas 960 SuperPoD with 15,488 Ascend NPUs, both with Huawei's new HBM, to challenge Nvidia

Huawei Technologies Co. unveiled new technology from memory chips to AI accelerators Thursday, outlining publicly …

2024-02-28
AnandTech 13 related

Samsung launches 36GB 12H HBM3E DRAM for AI, slated for mass production in H1 2024, with 50%+ more peak bandwidth and capacity compared to its previous HBM gen

Samsung announced late on Monday the completion of the development of its 12-Hi 36 GB HBM3E memory stacks …

2023-05-20
TechCrunch 12 related

Meta outlines its RSC supercomputer and its work on two chips: MTIA for accelerating AI training, set for release in 2025, and MSVP, for video processing needs

#riscv Mikael Strandlund : Meta's Engineering and Infrastructure teams are excited to host AI Infra @Scale, a one-day virtual event featuring a range of speakers from Meta … Roman Levenstein : I'm thr...

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 77 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

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