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TEXXR ▲
Company

HBM

Filtered to Leadership & Hiring ×
37 articles – rising

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
+50.0%
growth rate
Acceleration
-0.500
velocity change
Sources
21
publications

TEXXR Analysis

Sep 18, 2026
SK Hynix Bets Beyond HBM as SSDs Hit 48%
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...
Aug 21, 2026
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 ...
Aug 3, 2026
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...
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...

Patterns

Related Entities

SK Hynix 27 Samsung 17 Micron 12 Nvidia 10 CXMT 6 Huawei 4 China 4 SK Hynix's 4 Chinese 4 AI 4

Top Voices

SK hynix Newsroom 8 discussions @patrickmoorhead 6 discussions @firstadopter 5 discussions @josephjacks_ 4 discussions @theaustinlyons 4 discussions @amitisinvesting 3 discussions @jukan05 3 discussions @iankar_ 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 76 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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