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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 agoSK Hynix says Solidigm IPO remains undecided as AI storage demand drives investmentDigiTimes1h agoSK Hynix resumes DDR4, DDR5 packaging orders with WinpacDigiTimes1h agoSK Hynix tests HBM5 with TSMC as HBM4 enters Nvidia's next platformDigiTimes57m agoSamsung, SK Hynix in the running for PS6 GDDR7 ordersDigiTimes1h agoCXMT gains ground in DRAM as Samsung, SK Hynix shift more capacity to HBMDigiTimes43m agoSK Hynix Indiana HBM plant faces lawsuitDigiTimes1h agoSK hynix's venture arm moves beyond memory into optical interconnect and system softwareDigiTimes1h agoSK Hynix pushes deeper into logic for next-generation 3D DRAMDigiTimes1h agoSK Hynix looks beyond HBM as inference workloads diversifyDigiTimes1h agoSK Hynix weighs US memory options as buyers lock in 2027 supplyDigiTimes52m agoSK Hynix reportedly eyes Intel Ohio plant for US memory productionDigiTimes59m agoSK Hynix shifts supply chain planning for AI capex boomDigiTimes