HBM - Page 10
Stories from HBM come first, newest first, then stories from connected topics (SK Hynix, Samsung, memory chips, DRAM, AI Chips & Compute, Semiconductors), each labelled with where it comes from. This view is not indexed by search engines.
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Intel Names Crescent Island the Intel GPU D-Series; First Card Is the D270
Intel names its Crescent Island inference GPU the Intel GPU D-series. The first card, the D270, is an air-cooled PCIe card with up to 480GB of memory.
Smartphone Shipments Fell 20% in Q3 2026, the Lowest Q3 Since 2012, Counterpoint Says, as Memory Costs Bite
Counterpoint's preliminary data: Q3 2026 smartphone shipments fell 20% YoY, the lowest Q3 since 2012, as DRAM and NAND costs squeezed supply.
Marvell Unveils Second-Generation Structera X CXL 3.2 Memory Expanders With Six Memory Channels
Marvell unveils second-gen Structera X CXL 3.2 memory expanders with six memory channels for AI inference. Samples expected Q1 2027. Figures are Marvell's.
Lumentum, Astera Labs and Corning to Show PCIe Running Over Light Inside an AI Rack
Lumentum, Astera Labs and Corning will demo PCIe carried over light inside an AI rack at OCP Summit. It is a proof of concept, not a shipping product.
SK’s Chey Tae-won Says Korea Must Build Chip Fabs Faster as Micron and China’s CXMT Catch Up
SK chairman Chey Tae-won says Korea must build chip fabs faster as Micron and China's CXMT expand. It is commentary; no new investment was announced.
Korea Customs: Chip Exports for 1 to 10 October Hit a Record $12.2 Billion, Up 170.9% (Preliminary)
Korea Customs preliminary data: chip exports for 1 to 10 October reached $12.198bn, up 170.9%, helped by two extra working days this year.
Samsung Reportedly Plans a $4.09 Billion Memory-Chip Testing Plant in Vietnam; No Samsung Confirmation Found
Samsung reportedly plans a $4.09B memory-chip testing plant in Vietnam, per Korea Herald. Testing, not wafers; Samsung has not confirmed.
ASML and Zeiss Engineers Outline a 0.75 NA Hyper NA Chip Tool Concept
A paper by Zeiss and ASML engineers sets out a 0.75 NA Hyper NA EUV tool that reuses today's light source. Reuters says it is about a decade away.
PC Shipments Fell 20.1% Last Quarter, IDC Says, as Memory-Driven Price Rises Bite
IDC's preliminary data show worldwide PC shipments fell 20.1% year on year in Q3 2026 to 62.7 million units, and 9.1% from Q2. IDC blames supply constraints and stockpiling "ahead of memory-driven price hikes", links higher prices to the AI data-centre build-out, and says "Prices will remain elevated." What the figures show, and what they don't.
Chip Supply Roundup: A Bigger Dresden, Sold-Out Optics and Two Smaller Moves
Four chip-supply items from 8–9 October 2026: GlobalFoundries tops out a €1.1 billion Dresden expansion and plans an "FDX Fusion" platform that still needs German approval; Lumentum's CEO tells Bloomberg its optical parts are "completely sold out" through early 2029, even after a 12-fold capacity increase in Japan; Unisem proposes a RM396 million packaging expansion in Malaysia; and AI chip-design start-up Phinity raises a $5.2 million seed. What is confirmed and what is a claim.
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