NuAxiSemiconductor trade intelligence

RT NEWS: 🚀 #SKhynix is reportedly expanding its San Jose HBM team to deepen base-die co-design. With NVIDIA, AMD, and Broadcom nearby, #HBM4 is rai...

What happened

SK hynix expands its San Jose HBM team to deepen base-die co-design with major customers like NVIDIA and AMD, signaling a strategic push for HBM4 early engagement.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

HBMHBM4

SK hynix

capacity-expansionco-designHBM4

Source and time

Source: TrendForce Official (Market Data) · 8/19/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

[News] SK hynix 3Q26 OPM Hits Record 80%; Says DRAM, HBM Effectively Sold Out to 2029, 14 LTA Customers SignedTrendForce · 10/27/2026
SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation MemorySK Hynix Newsroom · 7/24/2026
#Samsung’s #HBM momentum: 2027 supply effectively sold out, #HBM4 sales more than tripled in 3Q26, and HBM market share reportedly matching its broad...TrendForce Official (Market Data) · 10/28/2026
[News] NVIDIA’s NVHBM Reshapes Base Die Strategies: How Micron, Samsung Are Bringing TSMC Into the FoldTrendForce · 10/8/2026
[News] Micron Reportedly to Add 60K HBM Wafers/M, Reaching 100K by Year-End to Narrow Gap With RivalsTrendForce · 9/3/2026
Samsung memory virtually printing moneyBlocks & Files · 10/30/2026

RT NEWS: 🚀 #SKhynix is reportedly expanding its San Jose HBM team to deepen base-die co-design. With NVIDIA, AMD, and Broadcom nearby, #HBM4 is rai...

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings