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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 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
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...
AI Is Booking Memory Years Before It Exists
TrendForce projects data centers will consume more than 70% of high-end memory output in 2026, while Kuo estimates 15%–20% of consumer-electronics memory capaci...

Coverage Timeline

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...

2015-05-09
Ars Technica 15 related

AMD focuses on performance with x86 Zen CPU architecture and High Bandwidth Memory GPUs, says it can't just be “the cheaper solution”

AMD admits it can't be “the cheaper solution,” will refocus on performance  —  AMD bets on Zen CPU architecture and HBM-equipped GPUs to see it through.

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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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