Micron provides HBM4 for Nvidia's Vera Rubin platform, while Intel backs Kepler Computing to challenge HBM scarcity.

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
• Intel →

  American multinational technology company

  • Intel announced major partnerships with Apple and Tesla, alongside executive appointments, including Lee as VP.Mon 15:04
  • Intel announced that it has secured Tesla as its next-generation 14A customer, while also undergoing leadership changes.Mon 14:08

Related events

• Micron supplies HBM4 for Nvidia's AI platform, alongside a partnership on 800 VDC AI infrastructure.Jun 11
• Micron Technology provided HBM memory for accelerators from both Nvidia and AMD.Sep 9
• Micron produces HBM for Nvidia's GPU packages, while SanDisk supplies enterprise flash to data centers.Sep 17
• Nvidia's Vera Rubin architecture is being used, and Elon Musk endorsed Nvidia as the best AI computer.Aug 8
• Intel is actively working to regain its position in the advanced AI chip foundry market.Aug 19