Micron Technology provided HBM memory for accelerators from both Nvidia and AMD.

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
• AMD →

  American multinational semiconductor company

  • Nvidia, Broadcom, Marvell Technology, AMD, and Qualcomm are currently competing in the high-stakes AI chip market.Mon 15:32
  • Intel is expanding U.S. factories with investments from the Trump administration, navigating fierce competition from companies like Nvidia and AMD.Mon 09:56

Related events

• Micron produces HBM for Nvidia's GPU packages, while SanDisk supplies enterprise flash to data centers.Sep 17
• Micron supplies HBM4 for Nvidia's AI platform, alongside a partnership on 800 VDC AI infrastructure.Jun 11
• Technical advancements in HBM design, including NVHBM solutions and memory controller tricks, were announced by Micron, Nvidia, and Qualcomm.Aug 27
• Micron Technology is a major memory chip maker.Sep 14
• Micron provides HBM4 for Nvidia's Vera Rubin platform, while Intel backs Kepler Computing to challenge HBM scarcity.Sep 12