NVIDIA currently uses SK hynix's HBM3E memory for its AI chips and plans to use HBM4 in its upcoming Rubin R100 AI GPU.

Citing the growing demand for high-capacity, energy-efficient semiconductors, Nvidia CEO Jensen Huang asks SK Hynix to ...

Nvidia "is as much of a MUST-OWN LONG in tech right now as you can find," Klein wrote in a note to clients. He thinks the stock is due for another rally following the U.S. election and ahead of the ...

He lifted his earnings per share estimates for 2024 and 2025, citing likely strong demand for its new Blackwell chip. Demand ...

Nvidia through Thursday had added $2.2 trillion in market value this year, in a year in which the S&P 500’s value has climbed ...

But Wall Street doesn't see Nvidia stopping here, with some analysts seeing Nvidia surpassing Apple, and hitting a $5 ...

High-Bandwidth Memory 5 is intended to further increase the number of memory layers. This requires modern stacking technology ...

AMD's new Instinct MI350 series shifting to TSMC's new 3nm process node will bring a more level playing field in the advanced process node field, with NVIDIA's new Rubin R100 AI GPU also made on ...

Nvidia has asked SK hynix to move up its delivery timeline for next-generation HBM4 memory chips by six months, according to SK Group Chairman Chey Tae-won, reports Reuters. Initially, SK hynix ...

NVDA is on track to overtake Apple as the world's most valuable company, topping $3.5 trillion in market capitalization.

Key drivers for Arya's bullish Nvidia call (alongside less bullish views on Intel) include coming next-generation AI chips — Blackwell Ultra, Rubin, and Rubin Ultra. Those offerings will begin ...

And the analysts see the demand continuing with the launch of Rubin, which will probably come out at the end of 2025 or beginning of 2026. Of note, Nvidia announced last year it would be ...