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HBM4 — AI News Today

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259 stories about HBM4

19 from search

HBM4 — Coverage Momentum

1
This month
—
vs last month
4
All-time
Mar 2026
Peak month
0
0
1
1
0
1
AprMayJunJulAugSep

First tracked Mar 2026. Most-citing sources: Medium (3), r/LocalLLaMA (1). Data aggregated by Best AI News Today from 30+ sources.

259 stories
1 of 5 Top Stories
Breaking
AMD Turns to Samsung for HBM4 Memory as Lisa Su Races to Match NVIDIA’s Rubin
BreakingMedia

AMD Turns to Samsung for HBM4 Memory as Lisa Su Races to Match NVIDIA’s Rubin

AMD's bold pivot to Samsung for next-generation memory chips signals a dramatic shift in the cutthroat race for artificial intelligence dominance, as Chief Executive Lisa Su attempts to close the widening gap with NVIDIA's advanced processor capabilities. The partnership marks a rare admission that AMD cannot rely solely on its traditional suppliers to keep pace with NVIDIA's aggressive timeline, potentially reshaping the competitive landscape of AI infrastructure just as data centers worldwide scramble to deploy increasingly powerful chips. By betting on Samsung's HBM4 technology rather than waiting for established memory makers, AMD is essentially betting its AI future on a supplier that has struggled to compete in this space—a calculated risk that underscores just how desperate the race to dethrone

Wccftech faviconWccftech·
RelatedNVIDIANVIDIAAMDAMDSamsungSamsung

12 sources

The Korea Herald faviconThe Korea HeraldThe Tribune faviconThe TribuneStorageReview.com faviconStorageReview.com
Media

[Chip Talk] Micron Bets on 100,000 HBM Wafers Monthly... Will It Shake Up the 'K-Memory Duopoly'?

아시아경제 favicon아시아경제·
Related Micron
Samsung Electronics eyes 40% HBM market share in Q4 as semiconductor comeback gains steam
Media

Samsung Electronics eyes 40% HBM market share in Q4 as semiconductor comeback gains steam

Samsung Electronics is expected to stage a simultaneous recovery in both its high-bandwidth memory and foundry businesses, analysts say, as sales of sixth-gener ...

Herald Business faviconHerald Business·
Micron Could Be the Next Nvidia For Patient Investors
Media

Micron Could Be the Next Nvidia For Patient Investors

Micron has already posted a 662% one-year gain on the AI memory boom, but our proprietary model puts its 12-month price target below where the stock trades today, and the reasoning challenges ...

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

Key facts: SK hynix Inc. (000660) HBM4 expansion; large cash payout

TradingView faviconTradingView·
RelatedSK Hynix
Here’s why SK Hynix stock is skyrocketing today
Media

Here’s why SK Hynix stock is skyrocketing today

SK Hynix stock surged again on Wednesday, extending one of the sharpest rallies among Asian semiconductor stocks as investors doubled down on the idea that the next phase of the AI boom will require...

Invezz faviconInvezz·
RelatedSK Hynix
Report: Samsung’s 4nm lines run at full tilt as HBM4 chips eat up to 50% of foundry output
Media

Report: Samsung’s 4nm lines run at full tilt as HBM4 chips eat up to 50% of foundry output

Wccftech faviconWccftech·
Media

Samsung Electronics' HBM Share Seen Hitting 40% With Foundry Turnaround — KB Securities Keeps ₩600,000 Target

finance.biggo.com faviconfinance.biggo.com·
Media

KB Securities sees Samsung boost HBM4 share and foundry yields in South Korea - CHOSUNBIZ

Chosunbiz faviconChosunbiz·
OpenAI confirms Samsung chip program; Samsung has half its best node reserved for its own memory
Media

OpenAI confirms Samsung chip program; Samsung has half its best node reserved for its own memory

OpenAI Samsung chip talks moved forward on September 9 when OpenAI Korea's GM publicly confirmed joint production and research on next-generation AI accelerators. The announcement came one day after...

Tech Times on MSN faviconTech Times on MSN·
Media

AMD MI400 Ships With 432GB HBM4 to Challenge Nvidia [2026] - tech-insider.org

tech-insider.org favicontech-insider.org·
Micron: Left In The Dirt As Peers Continue To Outperform It
Media

Micron: Left In The Dirt As Peers Continue To Outperform It

Micron Technology is rated Sell as HBM share slips and DRAM oversupply looms amid China competition. Click for this MU update.

Seeking Alpha faviconSeeking Alpha·
Related Micron
Samsung Pivots 4nm Fabrication Capacity to Meet Explosive AI Memory Demand
Media

Samsung Pivots 4nm Fabrication Capacity to Meet Explosive AI Memory Demand

The global semiconductor landscape is undergoing a profound transformation, driven primarily by the insatiable computational demands of Artificial Intelligence.

Guru3D faviconGuru3D·
Media

Despite the Sharp Drop in Samsung Electronics, "600,000 Won Is Within Reach"... The Basis for the 'Record-Breaking Jackpot' Scenario

아시아경제 favicon아시아경제·
Samsung and SK hynix face memory crunch as AI demand continues to rise
Media

Samsung and SK hynix face memory crunch as AI demand continues to rise

The post Samsung and SK hynix Face Memory Crunch as AI Demand Continues to Rise appeared first on Android Headlines.

Android Headlines on MSN faviconAndroid Headlines on MSN·
Media

AMD Says HBM Supply Is Biggest Challenge as Helios Orders with Samsung HBM4 Exceed Expectations

finance.biggo.com faviconfinance.biggo.com·
RelatedAMDAMD
Nvidia and Meta are hungry for HBM. SK Hynix is on the menu — these ETFs could cash in
Media

Nvidia and Meta are hungry for HBM. SK Hynix is on the menu — these ETFs could cash in

A new report from Mirae Asset Securities has highlighted the opportunity for SK Hynix Inc SKHY, raising its target price on the South Korean memory-chip maker by 10.7% to 3.1 million won. The ...

Benzinga on MSN faviconBenzinga on MSN·
Media

Samsung backs Mistral AI in $3.5 billion funding round to deepen AI ties

KED Global faviconKED Global·
Media

Weekly Recap: 3Q profit forecast below consensus and HBM4 ramp

TradingView faviconTradingView·

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: [Chip Talk] Micron Bets on 100,000 HBM Wafers Monthly... Will It Shake Up the 'K-Memory Duopoly'?; Samsung Electronics' HBM Share Seen Hitting 40% With Foundry Turnaround — KB Securities Keeps ₩600,000 Target; Despite the Sharp Drop in Samsung Electronics, "600,000 Won Is Within Reach"... The Basis for the 'Record-Breaking Jackpot' Scenario. 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.