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@buysellram.bsky.socialSep 27, 2026, 7:59 PM

When will the memory shortage end?
Many expect tight DRAM supply to continue into 2028 or beyond, driven largely by AI and HBM demand. 20 forecasts, compared side by side.
buysellram.com/blog/when-wi...

#DRAM #DDR5 #HBM #AI #Memory #Semiconductors

@pulseofnations.lolSep 27, 2026, 4:54 AM

Brokerages expect Samsung's operating profit to cross 100 trillion won for the first time, with DRAM margins above 80% on an AI-driven supply squeeze.

#Dram #Earnings #HBM #Memory #Samsung #Semiconductors

@d-schiko.gruene.social.ap.brid.gySep 26, 2026, 6:53 PM

Was ist das größere Problem für den Teutoburger Wald und die Natur? Die Windräder im Hintergrund oder die zwei Heizkraftwerke? Eins davon verbrennt
für 10 km entfernte Wohnungen wohl unbehandeltes Holz mit dem Label 100 Prozent regenerativ🙈

#Teuto #wald #Holzheizung #HBM #Detmold

Im Vordergrund links ein großes Heizkraftwerk, im rechten Bereich ein weiteres Heizkraftwerk und im Hintergrund die Egge mit Bäumen und Windrädern bei Sonne und Wolken
@dschiko.eurosky.socialSep 26, 2026, 6:43 PM

Was ist das größere Problem für den Teutoburger Wald und die Natur? Die Windräder im Hintergrund oder die zwei Heizkraftwerke? Eins davon verbrennt
für 10 km entfernte Wohnungen wohl unbehandeltes Holz mit dem Label 100 Prozent regenerativ🙈

#Teuto #wald #Holzheizung #HBM #Detmold

Im Vordergrund links ein großes Heizkraftwerk, im rechten Bereich ein weiteres Heizkraftwerk und im Hintergrund die Egge mit Bäumen und Windrädern bei Sonne und Wolken
@techworlddaily.bsky.socialSep 23, 2026, 5:53 AM

Samsung may outsource DDR5 production to make more expensive HBM

#DDR5 #HBM #SamsungElectronics #General

https://justpaste.in/tech/samsung-may-outsource-ddr5-production-to-make-more-expensive-hbm/

@yvandasilva.hachyderm.io.ap.brid.gySep 22, 2026, 1:11 PM

https://www.youtube.com/watch?v=78y-N8URhqM

#gamernexus #ai #ram #ddr5 #hbm

@pulseofnations.lolSep 21, 2026, 9:16 AM

SK Hynix is exploring a deal to manufacture memory chips in the US for the first time, possibly by leasing part of Intel's Ohio fab, Reuters reports.

#Chips #HBM #Intel #Manufacturing #Ohio #Semiconductors #SkHynix

@k-current.bsky.socialSep 19, 2026, 10:06 PM

What Company Makes HBM? The 3 Chipmakers Behind AI Memory

Only three companies make HBM, the memory behind every AI ac…

#tech #HBM #SKhynix #SamsungElectronics

https://www.kcurrent.net/2026/09/what-company-makes-hbm-3-chipmakers.html?utm_source=bluesky&utm_medium=social&utm_campaign=auto_post

@k-current.bsky.socialSep 19, 2026, 10:03 PM

How Does HBM Work? The Stacked Memory Powering AI Chips

How does HBM work? A plain-English guide to the stacked memory behind…

#tech #HBM #Semiconductors #SKhynix

https://www.kcurrent.net/2026/09/how-does-hbm-work-stacked-memory.html?utm_source=bluesky&utm_medium=social&utm_campaign=auto_post

@k-current.bsky.socialSep 18, 2026, 10:26 PM

Samsung & SK hynix HBM Supercycle: Why Your RAM Costs More

Two of the world's three DRAM makers are Korean. Here's ho…

#tech #HBM #SKhynix #SamsungElectronics

https://www.kcurrent.net/2026/09/samsung-sk-hynix-hbm-supercycle-why.html?utm_source=bluesky&utm_medium=social&utm_campaign=auto_post

@computerbase.deSep 17, 2026, 7:35 AM

Ascend 960, 970 und 980: Neue Huawei-Chips kommen früher und sind schneller #Huawei #Ascend #AI #KI #HBM #China #Nvidia

@ahmandonk.bsky.socialSep 17, 2026, 7:07 AM

📰 Intel dan SK hynix Dikabarkan Bahas Produksi DRAM di Amerika Serikat

👉 Baca artikel lengkap di sini: https://ahmandonk.com/2026/09/17/intel-sk-hynix-produksi-dram-amerika-serikat/

#ai #aiDataCenter #artificialIntelligence #chipManufacturing #dataCenter #dram #hardware #hbm #hyperscaler #in

@boguszmichal.bsky.socialSep 16, 2026, 8:20 AM

Koreański fundusz na czarną godzinę AI #Azja #AI #Korea #ROK #Boom #HBM #gospodarka #pamięci #Fundusz #POLECANE

https://wp.me/p3fv0T-iwB

@petergjones.bsky.socialSep 15, 2026, 6:53 PM

Another meaty post on #HBM trends from #SemiAnalysis. It's not a quick read, but it's worth the effort. Remember, #HBM demand is driving #DRAM costs for everyone.
open.substack.com/pub/semianal...

@mengli512.bsky.socialSep 14, 2026, 7:27 AM

HBM capacity per GPU is shrinking from 12-high to 8-high and soon 4-high stacks because bandwidth matters more than capacity for inference, and 4-high maximizes tokens per HBM wafer. Do you think 4-high HBM will become the new standard?
#HBM #GPU #DRAM
chippub.substack.com/p/hbm-emerge...

@alcornews.bsky.socialSep 13, 2026, 3:56 PM

🇺🇸🤖💻 #HBM #IA #Inference #Mémoire #SemiConducteurs #Datacenters #AMD #Nvidia #Technologie #IndexBox
www.indexbox.io/fr/blog/reac...

@alcornews.mastodon.social.ap.brid.gySep 13, 2026, 3:55 PM

🇺🇸🤖💻 #HBM #IA #Inference #Mémoire #SemiConducteurs #Datacenters #AMD #Nvidia #Technologie #IndexBox

https://www.indexbox.io/fr/blog/reach-controller-managed-long-span-ecc-for-hbm-ai-inference/

@techworlddaily.bsky.socialSep 12, 2026, 3:03 AM

Samsung will make custom AI chips for OpenAI You Should Know

#AI #ArtificialIntelligence #ChatGPT #HBM #OpenAI

https://justpaste.in/tech/samsung-will-make-custom-ai-chips-for-openai-you-should-know/

@pulseofnations.lolSep 11, 2026, 12:16 AM

Huawei lifted the indicated price of its Ascend 950DT card by up to 50% to over 250,000 yuan, as a worldwide high-bandwidth memory shortage squeezes Chinese chipmakers.

#AiChips #Cambricon #China #HBM #Huawei #Semiconductors

@hardwarebriefcom.bsky.socialSep 9, 2026, 4:09 PM

CXMT Begins Production of HBM3 Memory Chips

#CXMT #HBM #SKHynix #Micron #Samsung

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