#hbm
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広帯域メモリ（HBM）ブーム：AIの成長を支える循環的基盤 世界の半導体市場では、AI（人工知能）のサプライチェーンに不可欠な構成要素として、コンピュータメモリへの需要が急増しています。AIモデルがプロセッサと連携して機能するには広帯域メモリ（HBM）が不可欠であるとの認識が投資家の間で広まり、マイクロンやSKハイニックスといった主要メーカーの株価は大幅に上昇しました。 こうした成長は、長期的な連...
The thermal trap is where probabilistic AI hits matter. 3D chips, HBM, chiplets, and stacked architectures are pushing compute density into a place where heat can no longer escape cleanly. At that poi...
Apple Just Bought Back $100 Billion. Tim Cook Spent the Call Warning About Three Things It Cannot Fix.
On Thursday afternoon, Apple reported the best March quarter in its history. Revenue hit $111.2 billion, up 17% year over year. iPhone alone did roughly $57 billion. The board authorized another $100...
On March 19, 2026, Micron reported robust revenue and profit growth driven by extreme demand for memory used in AI, but its shares fell after the company signaled plans for a significant increase in c...
Rising AI demand is tightening supply of lower-end memory chips used in smartphones, PCs and servers, prompting panic buying and sharp price increases, industry analysts told Reuters. "Demand for memo...
Micron reported stronger-than-expected fiscal fourth-quarter results and issued an upbeat outlook for the first quarter of its new fiscal year. Revenue rose 46% year‑on‑year to $11.3 billion and adjus...
Nvidia supplier SK Hynix sees no AI chip oversupply as profit soars to record #AI #ArtificialIntelligence #HBM #MemoryChip #Nvidia #SamsungElectronics #SKHynix