MacBook Neo rises $100 to $699, MacBook Air rises $200 to $1,299; Apple says memory and storage prices jumped faster than the company has ever seen, driven by AI data-centre appetite outcompeting consumer hardware
A JEDEC-standardized stacked DRAM technology delivering terabytes-per-second bandwidth for AI accelerators, dominated by South Korean makers SK Hynix and Samsung.
full dossier ›The global race to manufacture advanced chips pits Taiwan, South Korea, the United States, and China against one another, with control of AI hardware supply at stake.
Micron Technology (Boise, Idaho) is the only major US memory manufacturer, holding around 21% of global HBM capacity as AI-driven demand rewrites the semiconductor supply chain.
South Korea's largest company, the world's dominant DRAM and NAND flash maker, whose HBM allocation and foundry capacity are central to the global AI chip supply chain.
South Korea's second-largest chipmaker and the world's dominant high-bandwidth memory supplier, whose HBM allocation decisions shape the pace of global AI hardware deployment.
Fiscal Q3 2026 reported June 24, record revenue on AI memory, data-centre revenue up ~150%, full-year HBM capacity already booked
Wafer-scale challenger posts $193m quarter, adds an AWS tie-up, after the largest semiconductor IPO ever
Seoul bilateral yields HBM4E samples and LP40 foundry talks; Tesla A16 to be built at Taylor, Texas; Samsung pins HBM5 comeback on an in-house 2nm base die
Jensen Huang confirms Samsung, SK Hynix and Micron passed HBM4 qual on June 5; SK Hynix holds ~60-70% of Rubin volume, 12-layer stacks priced above $600