#HBM
15 articles tagged HBM. This tag now lifts the site in topic search.
Timeline
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Micron earnings date September 30 — a $50 billion guide, 5x a year earlier
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What AI capex is — how big tech spending turns into Korean export figures
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What a memory supercycle is — when DRAM prices move, half of Korea's exports move
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Korea's August exports hit $98.25 billion — semiconductors alone were $46.65 billion, 47.5% of the total
All articles
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Tech · 2 min readMicron earnings date September 30 — a $50 billion guide, 5x a year earlier
When — Wednesday, September 30 after the close; call at 2:30 p.m. Mountain (4:30 p.m. ET); webcast at investors.micron.com
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Tech · 3 min readWhat AI capex is — how big tech spending turns into Korean export figures
Definition — capex is money for multi-year assets, distinct from operating cost. AI capex is the data-center share of it
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Economy · 3 min readWhat a memory supercycle is — when DRAM prices move, half of Korea's exports move
Definition — prices rising further and longer than the normal cycle, from structural demand plus a supply lag
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Economy · 3 min readKorea's August exports hit $98.25 billion — semiconductors alone were $46.65 billion, 47.5% of the total
Total — 98.25bn dollars (+68.7%), third-highest month on record. Imports 63.51bn (+22.5%), surplus 34.75bn
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Tech · 4 min readBroadcom's fiscal Q3 2026 results (September 2) — AI revenue up 221%, stock down anyway
Results — revenue 29.59bn dollars (+86%), AI semiconductors 16.7bn (+221%), both above consensus
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Economy · 2 min readSamsung Electronics and SK hynix fall 4% on September 2, 2026 — oil, rates and Chinese HBM3E
Move — Samsung Electronics and SK hynix each fell more than 4%, driving the KOSPI's 3.99% drop
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Economy · 3 min readSK hynix US revenue of 84.5648 trillion won — tripled in a year, 64.1% of the total
Number — first-half US revenue of ₩84.5648tn, 64.1% of the total, roughly tripled in a year
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Tech · 3 min readSK hynix to cancel 40 trillion won of shares — Korea's largest, and the stock fell 9.75%
Size — 40.0043tn won and 24.07m common shares, about 3.3% of shares outstanding, bought then cancelled
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Economy · 3 min readKorean chip exports jump 155% — $9.95bn in ten days, 46.8% of everything the country sold
Exports $21.3bn (+45.3%) — working days were 7.0, identical to last year, so this is not a calendar effect
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Tech · 3 min readHot Chips 2026: Samsung brings the base die, SK hynix brings the packaging
Samsung presents HBM base die; SK hynix presents HBM advanced packaging
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Tech · 3 min readWhat comes after HBM — Samsung stacks onto the GPU, SK bridges to NAND
Samsung unveiled zHBM and 400-plus-layer 10th-generation NAND at FMS 2026 in Santa Clara
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Tech · 2 min readSK hynix lifts capex near 60% for the AI build-out
SK hynix is expanding this year's capex to the high 40 trillion won range, up about 60%
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Tech · 2 min readMemory capex: how money becomes supply
Capex flows through construction, tool installation and yield ramp before becoming supply
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Tech · 2 min readHBM4 ramp: the race turns to supply
SK hynix started HBM4 mass-production shipments in Q2 and signed long-term deals
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Tech · 2 min readHBM explained: why stacked memory is AI's bottleneck
HBM stacks 4 to 16 DRAM dies connected by through-silicon vias to maximise bandwidth