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Hbm4

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Samsung to scale HBM4/HBM4E output, boosting glass carrier demand 2.5x in 2025

Samsung Electronics is planning to more than double production of its sixth-generation HBM4 and seventh-generation HBM4E memory chips next year, industry sources say. To support this, the company will raise outsourced cleaning of glass carriers—supports used to stabilize wafers during thinning—from 20,000 sheets monthly this year to 50,000 sheets monthly in 2025, continuing a trend that saw volumes double from 10,000 sheets last year.

Nvidia to hike AI server prices over 15% amid memory shortage

Nvidia has informed top customers that server systems built around its Grace Blackwell and Vera Rubin AI chips will cost more than 15% extra when they ship early next year, according to a Bloomberg report. Contract manufacturers serving Microsoft, Google, and Oracle have already passed along the increases, which vary by chip generation and memory configuration.