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Infra2026-09-21 · source-backed
Seoul Economic Daily reports expansion from roughly 180,000 wafers monthly to about 250,000 next year, nearly 40% growth, with HBM4 going from around 40% of output to roughly 80%. Mass-production HBM4 on sixth-gen 1c DRAM began February 2026, 12-layer HBM4E samples went to customers including Nvidia in May. Glass carrier outsourcing goes from 20,000 to 50,000 sheets monthly. This is the supply-side number behind every 2027 inference capacity projection.
Each link below shares sources, entities, or timing with this story.
TrendForce reporting via Tom's Hardware says prototype variants run 192GB or 256GB, down from the announced 288GB, with some configs using fewer than 16 stacks and substituting HBM4 for HBM4E. Driver is tightening HBM supply across SK hynix, Samsung, and Micron. At GTC 2025 co...
Reports surfacing August 7 say Samsung, SK Hynix and Micron have sold their entire 2027 allocation for both DRAM and HBM. Consumer impact is already visible: 32GB DDR5 kits are well over $400 versus roughly $100 in September 2025, a 4x move after DRAM contract prices jumped 50...
The September 15 feature catalogs GPUs idling 50-80% of the time waiting on memory, then maps the contenders: Nvidia's $20B Groq acquisition producing an LPU with 500MB on-chip SRAM and 7x GPU memory bandwidth, a Cerebras WSE-3 deployment pushing GPT-5.3-Codex-Spark past 1,000...
Announced at the 2026 World Manufacturing Conference on September 20: an 11.95nm memory-array half-pitch, a 45:1 capacitor aspect ratio, wafer output up more than 50% over the prior node, 24GB LPDDR5X already shipping for flagship phones (Seoul Economic Daily). Reached with qu...
NVHBM, announced August 26, relocates NVIDIA's custom memory controller from the compute chip into the HBM base die, claiming up to 30% more bandwidth than standard HBM4E, 15% lower HBM power, and up to 25% more freed area on the XPU compute die (NVIDIA). Next-generation Train...
paddo.dev traced the chain on August 30: credentials stolen from Aqua Security's Trivy on February 27, 76 of 77 Trivy releases poisoned March 19, LiteLLM's build downloading the compromised unversioned dependency March 24 and publishing two booby-trapped versions. CloudSEK's A...
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