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HBM4 — AI News Today

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259 stories about HBM4

21 from search

HBM4 — Coverage Momentum

0
This month
↓100%
vs last month
2
All-time
Mar 2026
Peak month
0
1
0
0
1
0
FebMarAprMayJunJul

First tracked Mar 2026. Most-citing sources: Medium (1), r/LocalLLaMA (1). Data aggregated by Best AI News Today from 30+ sources.

259 stories
1 of 5 Top Stories
Breaking
Nvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO says (NVDA:NASDAQ)
BreakingMedia

Nvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO says (NVDA:NASDAQ)

Nvidia has broken its stranglehold on high-bandwidth memory production by certifying three rival chipmakers to supply the advanced HBM4 chips powering its next generation of artificial intelligence accelerators, a move that could reshape the semiconductor supply chain and ease years of bottlenecks that have constrained AI development worldwide. The decision marks a striking reversal for a company that has leveraged supply constraints as a competitive advantage, suggesting either growing confidence in its market dominance or mounting pressure from customers and regulators to diversify critical chip production. Samsung, SK Hynix and Micron's entry into the HBM4 market could finally break Nvidia's de facto monopoly over the components that have become the

Seeking Alpha faviconSeeking Alpha·
RelatedNVIDIANVIDIASK Hynix MicronSamsungSamsungVera Rubin

19 sources

Bloomberg.com faviconBloomberg.comNVIDIA Newsroom faviconNVIDIA NewsroomWccftech faviconWccftech
Samsung sees tripled HBM4 sales in 3Q26; HBM share to reach parity with DRAM position
Media

Samsung sees tripled HBM4 sales in 3Q26; HBM share to reach parity with DRAM position

digitimes favicondigitimes·

8 sources

digitimes favicondigitimesTrendForce faviconTrendForce
Media

China advances DUV, but South Korea widens AI memory lead with HBM4 - CHOSUNBIZ

Chosunbiz faviconChosunbiz·
Media

HBM4 Shortage Fuels $950B in Chip Supply Deals [2026] - tech-insider.org

tech-insider.org favicontech-insider.org·
Media

On July 29, SK Hynix disclosed in its financial report that HBM4 has c

Shanghai Metals Market faviconShanghai Metals Market·
SK Hynix: "HBM4 Yield Approaching Previous Generation Levels... Mass Production of HBM4E Set for Next Year"
Media

SK Hynix: "HBM4 Yield Approaching Previous Generation Levels... Mass Production of HBM4E Set for Next Year"

news.sbs.co.kr faviconnews.sbs.co.kr·
SK Hynix, Samsung stocks extend their crash today: how much further can they fall?
Media

SK Hynix, Samsung stocks extend their crash today: how much further can they fall?

SK Hynix and Samsung Electronics stocks extended their selloff in Seoul on Wednesday as record memory-chip earnings failed to calm investors, sharply cutting the premium attached to the ...

Invezz faviconInvezz·
RelatedSK Hynix
Media

SK Hynix Posts Record Q2 Margin as HBM4 and LTAs Bolster Demand Visibility

SoSoValue faviconSoSoValue·
Samsung posts record profit as AI memory demand reshapes chip market
Media

Samsung posts record profit as AI memory demand reshapes chip market

Samsung Electronics divulged on Thursday (July 30) that it earned KRW 89.5 trillion in operating profit in the second quarter, boosted mainly by memory chips used in AI data centers. Its consolidated...

Cryptopolitan on MSN faviconCryptopolitan on MSN·
Media

Intel Continues to Get Pummeled: Why One Analyst Maintains His Conviction That 130% Gains Will Come

Micron Technology (NASDAQ:MU | MU Price Prediction) currently trades at $820.53, well below the Wall Street average price target of $1,507.38. That gap implies roughly 84% upside if the consensus is...

24/7 Wall St. favicon24/7 Wall St.·
Media

[000660.KS Q2 2026 Earnings Call] SK Hynix Q2 Revenue Jumps 257% YoY to 79.3T Won as HBM4 Enters Mass Production, Operating Margin Hits 76%

finance.biggo.com faviconfinance.biggo.com·
RelatedSK Hynix
Media

SK hynix projects stronger H2 as HBM4 and 1c DRAM shipments rise - CHOSUNBIZ

Chosunbiz faviconChosunbiz·
RelatedSK Hynix
Media

Innosilicon’s LPDDR6 Memory IP Lands at Major Korean DRAM Maker, as It Unveils GDDR7, HBM4, & PCIe 6.0 Technologies Spanning 28nm to 3nm

Wccftech faviconWccftech·
Media

Samsung forecasts AI chip boom, drives growth with HBM4 and 2nm foundry - CHOSUNBIZ

Chosunbiz faviconChosunbiz·
Media

Is Intel or Micron More Dangerous for the Rest of 2026?

Both chipmakers just crushed their earnings yet their stocks are cratering, and only one of them has a business reason to survive the back half of 2026 intact.

AOL faviconAOL·
SK Hynix misses profit forecasts, shares slump 10% despite AI demand
Media

SK Hynix misses profit forecasts, shares slump 10% despite AI demand

SK Hynix posted 557% operating profit growth in Q2 2026 but missed analyst estimates, sending shares down 9.6% as HBM4 shipment delays rattled ...

Crypto Briefing faviconCrypto Briefing·
RelatedSK Hynix
Media

Profit surges by 557%! SK Hynix to ramp up HBM4 production in the second half, but market expectations are even higher…

Moomoo faviconMoomoo·
RelatedSK Hynix

4 sources

Moomoo faviconMoomooodaily.news faviconodaily.news
AI memory boom drives SK hynix to record quarterly profit
Media

AI memory boom drives SK hynix to record quarterly profit

SK hynix posted record second-quarter results on Wednesday as surging demand for high-bandwidth memory (HBM) chips used in AI servers continued to reshape the semiconductor industry. The South Korean...

Cryptopolitan on MSN faviconCryptopolitan on MSN·
RelatedSK Hynix
The Post-IPO Pullback Creates A Great Entry Point For SK Hynix
Media

The Post-IPO Pullback Creates A Great Entry Point For SK Hynix

I am initiating SK Hynix (SKHY) with a Strong Buy rating and a $258 price target, implying 67% upside. SKHY's growth should come from the HBM3E-to-HBM4 transition, rising demand for high-capacity ...

Seeking Alpha faviconSeeking Alpha·
RelatedSK Hynix

Frequently Asked Questions

What is HBM4?

HBM4 is chip AI hardware from NVIDIA. Best AI News Today aggregates the latest news, benchmarks, and developments.

What is the latest news about HBM4?

As of today, there are 259 recent stories about HBM4. Recent headlines include: Samsung sees tripled HBM4 sales in 3Q26; HBM share to reach parity with DRAM position; SK Hynix Posts Record Q2 Margin as HBM4 and LTAs Bolster Demand Visibility; Samsung forecasts AI chip boom, drives growth with HBM4 and 2nm foundry - CHOSUNBIZ. Updated every 15 minutes.

What other Chip AI hardware is there?

HBM4 is part of the Chip AI hardware category. Browse all comparable AI chip products with live news mentions.