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May 12analysis9 min
Samsung's HBM3E qualification, finally. The full timeline and what it means for NVIDIA's 2026 allocation strategy.
For 18 months Samsung was the third HBM vendor on paper only. NVIDIA's quiet May qualification changes everything — including SK Hynix's pricing power and Micron's growth ceiling.
May 05analysis7 min
Why Samsung's HBM gap is closing.
Samsung's HBM3E yield rates climbed faster than expected in early 2026. We look at what changed in Samsung's production process, the NVIDIA qualification milestone, and whether the third-vendor story is finally real.
Apr 02analysis10 min
The HBM4 spec war: how a memory standard became an NVIDIA-customer fight.
JEDEC ratified the standard. NVIDIA's customer requirements then re-opened it. We walk through the spec deltas, the supply implications, and which vendor benefits most.