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May 12analysis6 min
Samsung's HBM3E qualification, finally. The full timeline and what it means for NVIDIA's 2026 allocation strategy.
Samsung passed NVIDIA's HBM3E qualification in September 2025, eighteen months late and third in line. The delay cost it the Blackwell cycle, left SK Hynix with 70% of HBM4 allocation, and turned a technical milestone into a symbolic recovery rather than a commercial win.
May 02analysis7 min
Micron, year of the ramp. The "American HBM" trade is now structural, not speculative.
Micron's HBM production will hit 100,000 wafers per month by year-end, closing the capacity gap with Samsung and SK Hynix as all three vendors enter the first HBM generation where qualification is no longer the constraint.
Aggregated wire 12 external matches
1h agoMicron ramps up HBM capacity at Taiwan's four major sitesDigiTimes1h agoMicron expands global fabs, calls on Taiwanese suppliers to go overseasDigiTimes1h agoMicron eyes NVHBM profits with TSMC custom HBM pushDigiTimes1h agoCharts: Micron earns its best margins from PCs, phones, not AIDigiTimes1h agoRAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ pricesThe Register22m agoMicron's record quarter rests on pricing power as customers lock in 2027 supplyDigiTimes13m agoRevenue Quintupled at AI Memory Maker MicronThe Information1h agoNetlist challenges Micron, Nvidia, Broadcom, Google over alleged HBM patent useDigiTimes1h agoColumn: Why Micron's US$250M venture fund is about more than HBM margins—Taiwan has a stake in itDigiTimes1h agoYMTC wins German injunctions against Micron in latest round of NAND patent battleDigiTimes44m agoMicron's Taiwan fab took 300,000 cubic meters of concrete. Its supplier sees more comingDigiTimes20m agoMicron Taiwan union heads for strike vote as board and earnings calendar stall profit-sharing talksDigiTimes