Tags · #memory

NVIDIA Pushes Memory Makers to 16-High HBM4 by Q4 2026, Raising the Bar for AI Accelerator Supply

Read this because The constraint on AI compute is migrating from logic to memory stacking. Whoever solves 16-high bonding first controls a chokepoint that every frontier GPU now depends on.

NVIDIA asked SK hynix, Samsung and Micron for 16-high HBM4 by Q4 2026 — a stacking jump that makes advanced packaging the AI supply-chain bottleneck.

17 JUN 3 MIN READ Practitioner note nvidia hbm4 memory sk-hynix

Micron joins the $1 trillion club as HBM stops being a commodity

Read this because The number to watch isn't the trillion — it's the word "structural." UBS's 204% target hike rests on the thesis that AI memory has de-cyclicalized: HBM4 sold out, DRAM up 58-63%, pricing locked through 2029. If memory has escaped its cycle, the entire semi playbook changes.

Micron crossed a $1T market cap on May 26 — the 5th chipmaker — after UBS tripled its target to $1,625 and 2026 HBM4 capacity sold out under long-term deals.

27 MAY 3 MIN READ Practitioner note micron hbm memory dram