Market research projects the HBM market to grow at a CAGR of 64% through 2028, with the company targeting a 20-25% share, which would mean a revenue contribution of around $7.2-$9.5 billion by 2028.

Samsung Electronics is seeking ways to regain its footing in the premium high bandwidth memory (HBM) sector after losing its leadership position during executive-level meetings focused on business ...

These revisions helped boost HBM's consensus estimate, increasing from $0.53 to $0.66 in the past 60 days. Looking at the next fiscal year, 6 estimates have moved upwards while there have been 2 ...

AMD confirms its next-gen Instinct MI400 AI GPU has double the compute performance, a huge 432GB of next-gen HBM4 at 19.6TB/sec and will launch in 2026.

Micron high bandwidth memory (HBM3E 36GB 12-high) and the AMD Instinct™ MI350 Series GPUs and platforms support the pace of AI data center innovation and growth A Media Snippet accompanying this ...

AMD CTO Mark Papermaster unveiled the company's new Instinct MI350 series and new MI355X for AI and HPC at the ISC 2025 event recently, with 1400W of peak board power being close to double what ...

Samsung Electronics has reportedly failed its third attempt at obtaining Nvidia's certification for 12-layer HBM3E chips in June 2025, according to a recent report by a Hong Kong brokerage cited ...

The Trump administration has escalated its tech crackdown on China with a sweeping ban on Electronic Design Automation (EDA) software exports. On May 29, 2025, Synopsys, Cadence, and Siemens EDA ...

“HBM competitive landscape, SK hynix has already sampled and secured approval of HBM4 12-high stack memory early Q1’2025 to NVIDIA for its next generation Rubin product line and plans to mass ...