HBM

Evidence (7)

• 7Hacker News·9/20/2026product_launch
  Samsung expected to more than double HBM4 and HBM4E output next year

  Samsung is expected to significantly increase production of its HBM4 and HBM4E high-bandwidth memory chips next year, with related glass-carrier cleaning volume rising to support higher output. Industry sources say the company is preparing a larger share of 12-layer and higher HBM stacks, with HBM4-family products likely becoming the dominant portion of shipments.

• 9OpenAI Blog·8/25/2026breakthrough
  OpenAI's Jalapeño inference chip beats Nvidia Blackwell in reported benchmarks

  OpenAI has publicly detailed Jalapeño, a custom ASIC built with Broadcom for LLM inference, after a tapeout process that began in mid-2024. According to benchmark results shared by the source, the chip outperforms Nvidia, AMD, and Google hardware on several inference metrics, especially throughput per watt, while remaining a general-purpose inference design rather than a model-specific accelerator.

• 7InfoQ·8/23/2026research
  OVHcloud Raises Server Prices as Memory Costs Surge

  OVHcloud plans to raise prices starting in September, with some 2026 gaming servers increasing by 87% and other recent server lines by 40% to 59%. Founder Octave Klaba said DRAM prices rose sharply as suppliers shifted capacity toward high-bandwidth memory for AI workloads, while AWS has also repriced a reserved GPU product.

• 6Hacker News·8/12/2026product_launch
  Launch HN: Discovered Materials uses AI agents to find new semiconductor materials

  Discovered Materials says it is building AI agents to discover and evaluate new materials for semiconductor applications, especially to address thermal challenges in high-power GPUs and advanced packaging. The company claims frontier models can identify promising materials computationally, and it is releasing a benchmark plus discovered materials research while exploring IP licensing and tooling sales as its business model.

• 8Hacker News·8/7/2026research
  2027 memory capacity reportedly sold out

  A report cited by IGN claims Samsung, SK Hynix, and Micron have already sold through their 2027 DRAM and HBM manufacturing capacity, largely to AI buyers. The article says this could keep memory and SSD prices elevated for longer, as demand for NAND storage is also rising.

• 8The New Stack·7/28/2026research
  Jensen Huang predicts a 5-10x compute boom driven by AI agents and robots

  Nvidia CEO Jensen Huang said the semiconductor industry may need to expand 5-10x over the next decade to meet demand from AI agents and robots. He argued that computing is shifting from human users to autonomous software agents and physical machines, which will drive major new infrastructure needs. Nvidia also highlighted large partnerships and supply commitments tied to this future AI buildout, including work with SK Group in South Korea.

• 5Hacker News·6/28/2026research
  Interactive history of memory and storage prices

  This interactive dataset tracks historical and current prices for DRAM, NAND flash, and HBM from 1960 to 2026, with options to compare nominal and inflation-adjusted values. It also breaks out DRAM by generation and includes modeled accelerator cost estimates and HBM pricing projections, with downloadable raw CSV data and documented methodology caveats.