4 articles
Nvidia's pushing for 16-layer High Bandwidth Memory by late 2025, sparking an intense tech race between Samsung, SK Hynix, and Micron to crack the manufacturing challenges first.
DRAM prices are set to climb sharply through 2026 as AI infrastructure demand pulls memory makers away from traditional chip production toward high-bandwidth memory, creating significant supply shortages.
Fresh market analysis reveals Micron will supply only a fraction of Google's high-bandwidth memory needs through 2026, with Samsung and SK Hynix maintaining their stronghold on the market despite expectations of broader diversification.
Micron Technology is putting nearly $9.6 billion into a new high-bandwidth memory plant in Hiroshima to boost its foothold in the AI memory space. Japan is backing the project with up to 500 billion yen in subsidies.
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Victoria Bazir
Saad Ullah
Usman Salis
