Dossier
high-bandwidth memory (HBM)
Coverage of high-bandwidth memory (HBM) in the Nexus archive.
- Memory makers are slaves to the boom-bust rollercoaster, and the AI boom is the wildest ride of all
Memory makers SK Hynix, Micron, and Samsung are experiencing revenue growth due to the AI boom, but face potential shortages and high prices as new semiconductor manufacturing facilities take years to become operational. Investments in new fabs by these companies and governments, including a $576 billion initiative in South Korea, highlight the industry's complexity and long lead times.
- SK Hynix’s aspirations for ’Merica-made HBM inch closer to reality
SK Hynix has begun construction of a new advanced memory packaging facility in West Lafayette, Indiana, aimed at increasing U.S.-made high-bandwidth memory (HBM) production. The facility is expected to support demand for HBM in upcoming Nvidia Rubin-Ultra GPUs by 2028.