Hbm4
PulseAugur coverage of Hbm4 — every cluster mentioning Hbm4 across labs, papers, and developer communities, ranked by signal.
- 2026-06-05 research_milestone Nvidia CEO Jensen Huang announced that three memory manufacturers have qualified to supply HBM4, indicating a significant step in the supply chain for advanced AI hardware. source
6 day(s) with sentiment data
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Public funds buy billions in stocks, Micron advances next-gen memory
Publicly offered funds have significantly increased their self-purchases of their own products, signaling strong confidence in the stock market. These funds have invested over 7 billion yuan this year, with a particular…
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Micron Technology targets late 2027 for next-gen DRAM/NAND mass production
Micron Technology announced that its next-generation DRAM and NAND memory nodes are progressing well, with mass production expected to begin in the second half of 2027. The company also reported that its HBM4 12-layer p…
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Lujiazui Forum to boost non-banking finance sector with AI, derivatives, and risk tools
The Lujiazui Forum is expected to positively impact the non-banking financial sector through capital market growth, optimized regulatory frameworks, and liquidity risk prevention. The securities industry stands to benef…
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Samsung Electronics' HBM4 chip sales surpass $1 billion in four months
Samsung Electronics has achieved over $1 billion in sales for its HBM4 memory chips, just four months after beginning mass production. The South Korean tech giant was the first globally to start shipping these advanced …
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Samsung HBM4E samples ship, Kioxia storage for space, and new AI metadata server launched
Samsung has begun shipping samples of its 12-layer HBM4E memory, offering a 20% speed increase over HBM4 and up to 3.6 TB/s bandwidth per stack, crucial for LLMs and AI systems. Kioxia is showcasing its PCIe 5.0 SSDs an…
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Chinese firms clarify AI roles; Nvidia comments on chip capacity
Several companies are navigating the evolving AI landscape with varied strategies. While some, like Tuniu, are integrating with platforms like WeChat's AI ecosystem for enhanced user services, others are clarifying thei…
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Samsung and Nvidia Discuss HBM4, Foundry, and Future Chip Tech
Samsung Electronics' chip division head, Jun, met with NVIDIA CEO Jensen Huang to discuss potential collaborations. The discussions covered short-term partnerships in HBM4 and foundry services, as well as ongoing work o…
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Ant International eyes $1B funding for expansion and IPO
Ant Group's international arm, Ant International, is reportedly seeking to raise approximately $1 billion to fuel its expansion and prepare for a potential Hong Kong IPO. This funding round could value the Singapore-bas…
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OpenAI explores always-on AI amid rising costs and pilot project struggles
OpenAI is exploring AI systems that can operate continuously in the background, aiming to reduce friction and enhance automation. However, the company acknowledges the significant costs associated with AI tokens, highli…
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Nvidia certifies SK Hynix, Samsung, Micron for HBM4 AI memory production
Nvidia CEO Jensen Huang announced that SK Hynix, Samsung, and Micron have been certified to produce the latest generation of High Bandwidth Memory (HBM) for Nvidia's AI accelerators. This certification allows these thre…
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Nvidia CEO Huang: Three memory makers qualified for HBM4 supply
Nvidia CEO Jensen Huang announced that three memory manufacturers have qualified to supply HBM4. He also stated that Nvidia will allocate memory supplies as efficiently and flexibly as possible. This development is cruc…
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Foundry industry hits record $48.8B in Q1 2026 amid tight supply
The foundry industry experienced a record-breaking first quarter of 2026, with revenues reaching $48.8 billion, marking a 32% year-over-year increase and the ninth consecutive quarter of growth. This surge is driven by …
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Samsung bonus dispute halts AI chip production amid worker revolt
Samsung is facing internal turmoil due to a significant bonus disparity between its memory division and other departments. Employees in the memory division are set to receive approximately $400,000, while those in divis…
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Nvidia AI systems hit $7.8M cost as memory prices surge
Nvidia's next-generation AI systems, particularly those utilizing the Vera Rubin VR200 NVL72 configuration, are projected to cost hyperscalers approximately $7.8 million each. A significant driver of this cost increase …
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Samsung chip workers demand annual AI bonuses, threaten strike over payouts
Samsung semiconductor workers are demanding annual bonuses comparable to those received by SK hynix employees, rejecting a one-time payout offer of $340,000. The union seeks a guaranteed annual share of profits, citing …