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Chips Tesla hires Gary Jiang, 17-year Intel veteran, as Director of Terafab chip project Market Meta launches cloud business to sell excess AI compute capacity; stock +8% Market NVIDIA projects $1 trillion AI infrastructure demand through 2027; doubles prior forecast Chips Samsung HBM4 surpasses $1B in sales within 4 months; projects $10B full-year run rate Funding Oxmiq Labs raises $35M Series A for licensable GPU IP, eyes Arm-like architecture Research ChatGPT crosses 1 billion monthly active users, fastest consumer app milestone in history Chips NVIDIA and TSMC mark first US-made Blackwell wafer in Phoenix, plan $500B infrastructure spend over 4 years Funding Oxmiq raises $35M Series A for RISC-V GPU IP, expands data center architecture focus Breaking Klarna's PriceRunner wins $1.97B antitrust verdict against Google in Swedish court Policy Anthropic restores Claude Fable 5 globally as U.S. lifts export controls after safety fix Market Emerging markets tech stocks lead H1 2026; US Big Tech up 19.4% vs emerging markets +90% Chips Computex 2026: laptop market splits into budget 8GB mainstream and $5K+ agentic-compute tier Policy EU Chips Act 2.0: Brussels launches overhaul targeting AI chip supply security Chips US PC shipments fell 7% in Q1 as memory costs spike; budget segment down 18.7% Breaking Researchers expose CoT Forgery: LLMs reveal unsafe info when fake reasoning claims compliance is OK Funding MGX closes $49B Abu Dhabi AI fund, largest sovereign investment in sector Market AMD shares surge to record high; Wells Fargo raises PT to $615, sees Venice CPU outshipping Nvidia Vera in 2027 Funding Ex-Speedinvest partner Rick Hao closes $50M solo GP fund for deeptech startups Funding Tapestry VC closes $80M third fund backing repeat European founders Research OpenAI releases GeneBench-Pro; tests AI judgment on 129 multi-stage genomics problems; GPT-5.6 Sol reaches 31.5% Chips Tesla hires Gary Jiang, 17-year Intel veteran, as Director of Terafab chip project Market Meta launches cloud business to sell excess AI compute capacity; stock +8% Market NVIDIA projects $1 trillion AI infrastructure demand through 2027; doubles prior forecast Chips Samsung HBM4 surpasses $1B in sales within 4 months; projects $10B full-year run rate Funding Oxmiq Labs raises $35M Series A for licensable GPU IP, eyes Arm-like architecture Research ChatGPT crosses 1 billion monthly active users, fastest consumer app milestone in history Chips NVIDIA and TSMC mark first US-made Blackwell wafer in Phoenix, plan $500B infrastructure spend over 4 years Funding Oxmiq raises $35M Series A for RISC-V GPU IP, expands data center architecture focus Breaking Klarna's PriceRunner wins $1.97B antitrust verdict against Google in Swedish court Policy Anthropic restores Claude Fable 5 globally as U.S. lifts export controls after safety fix Market Emerging markets tech stocks lead H1 2026; US Big Tech up 19.4% vs emerging markets +90% Chips Computex 2026: laptop market splits into budget 8GB mainstream and $5K+ agentic-compute tier Policy EU Chips Act 2.0: Brussels launches overhaul targeting AI chip supply security Chips US PC shipments fell 7% in Q1 as memory costs spike; budget segment down 18.7% Breaking Researchers expose CoT Forgery: LLMs reveal unsafe info when fake reasoning claims compliance is OK Funding MGX closes $49B Abu Dhabi AI fund, largest sovereign investment in sector Market AMD shares surge to record high; Wells Fargo raises PT to $615, sees Venice CPU outshipping Nvidia Vera in 2027 Funding Ex-Speedinvest partner Rick Hao closes $50M solo GP fund for deeptech startups Funding Tapestry VC closes $80M third fund backing repeat European founders Research OpenAI releases GeneBench-Pro; tests AI judgment on 129 multi-stage genomics problems; GPT-5.6 Sol reaches 31.5%
Chips

Samsung HBM4 surpasses $1B in sales within 4 months; projects $10B full-year run rate

Samsung Electronics has reached a $1 billion cumulative sales milestone for its HBM4 memory chips just 130 days after becoming the first company globally to mass-produce the sixth-generation high-bandwidth memory in February 2026. Industry sources expect cumulative HBM4 revenue to exceed $1.2 billion by the end of June, with analysts projecting full-year 2026 revenue could surpass $10 billion, an unusual achievement for any new memory product in its debut production year.

HBM4 is engineered for next-generation AI accelerators, particularly NVIDIA's Vera Rubin platform and custom ASIC deployments from hyperscalers including Google, Amazon, Microsoft, Meta, and Broadcom. Samsung's rapid ramp reflects how constrained HBM supply remains despite aggressive production expansion. The company is ramping capacity toward 250,000 wafers per month by year-end—a ~47% increase from current 170,000—leveraging both conversion of existing lines and expansion of its Pyeongtaek P5 fabrication facility.

Competitive dynamics are tightening: SK Hynix, which had dominated the HBM market, is strategically slowing some HBM4 conversion lines to capture elevated DDR5 margins (approaching 90%) rather than full HBM buildout. The HBM market itself is expected to reach $54.6 billion in 2026, up 58% year-over-year, driven by ASIC and GPU demand for inference-heavy AI workloads. Samsung's 4-nanometer process technology in the HBM4 base die gives it both performance and yield advantages.

For practitioners and chip buyers, this signals acute HBM shortage will persist through 2027. The rapid revenue scale-up demonstrates that supply, not demand, is the constraint: $10B run rate on a new product is unheard of because this is the AI moment. Teams planning 2027 and 2028 inference infrastructure buildouts should expect continued HBM allocation pressure and negotiate long-term agreements (LTAs) now. Samsung is also shipping HBM4E (seventh-gen) samples, signaling the next ramp is already in motion.

Sources

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