As artificial intelligence (AI) applications expand, the demand for high-bandwidth memory (HBM) has surged. South Korean memory maker SK Hynix is set to establish a dedicated HBM division through ...

MIGDAL HAEMEK, Israel, July 29, 2024 /PRNewswire/ -- Camtek Ltd. (NASDAQ: CAMT) (TASE: CAMT), today announced the receipt of orders for over $25 million from a tier-1 manufacturer specializing in High ...

SK Hynix has supplied high bandwidth memory (HBM) to Waymo, the autonomous vehicle subsidiary of Google. As the autonomous driving era dawns, HBM is expected to find widespread applications in AI ...

Samsung Electronics Enhances Technological Edge with Advanced 2nm Pprocess. By Kim Eun-jin, Business Korea. In the semiconductor competition, Samsung Electronics is strengthening ...

Micron shifts away from consumer RAM toward AI and enterprise memory with HBM demand rising, tightening supply for laptops and phones.

TL;DR: NVIDIA and Meta are collaborating with SK hynix and Samsung to integrate GPU cores directly into the HBM base die, aiming to enhance AI GPU performance and energy efficiency by reducing data ...

HBM memory, the critical memory component for proper AI development and application, has experienced an existential demand crisis in 2025. Analysts estimate the peak of the crisis won’t be seen until ...

AI-driven HBM shift, 2026 sold-out contracts, rising margins and EPS amid low valuation. Read more macro analysis here.