Industry plans to double HBM capacity by year-end 2026 while preserving aggregate bit demand.

The entities involved

• Micron Technology →

  American multinational corporation based in Boise, Idaho

  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
  • Hyperscalers are competing for AI market share, driving high demand for semiconductors and boosting corporate profits.Mon 16:49
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31
• Semiconductor Industry Association →

  trade association

  Nothing else this week.

Related events

• Micron Technology provided HBM memory for accelerators from both Nvidia and AMD.Sep 9
• Micron Technology is receiving demand for advanced memory chips specifically from Nvidia's powerful chipsets.Jun 7
• DeepSeek's model architecture is creating new demands on the high-bandwidth memory (HBM) market, challenging the current production capabilities of companies like Samsung and Nvidia.Sep 11
• Technical advancements in HBM design, including NVHBM solutions and memory controller tricks, were announced by Micron, Nvidia, and Qualcomm.Aug 27
• Micron produces HBM for Nvidia's GPU packages, while SanDisk supplies enterprise flash to data centers.Sep 17