The Nvidia H200 chips that the new license addresses utilize High-Bandwidth Memory 3 Extended (HBM3E), a specialized type of DRAM that stacks memory chips vertically to increase data transfer …
Memory shortage to hit Nvidia China approvals, US ... - MSN
In a letter to Commerce Secretary Howard Lutnick, Representative John Moolenaar called the shortage of dynamic random-access memory, or DRAM — a crucial input for AI accelerators — an ...
Letter: a top House Republican warns severe DRAM and HBM3E ...
13 hours ago · Maggie Eastland / Bloomberg: Letter: a top House Republican warns severe DRAM and HBM3E supply shortages may constrain H200 export licenses; Nvidia says it “can serve all …
A Deep Dive Into Memory Market Discipline: Why HBM3e and DRAM ...
Oct 2, 2025 · HBM3e remains at the center of the AI compute revolution, and its pricing power is fundamentally tied to structural scarcity. This is not a cyclical rebound; it is an architectural constraint.
Micron: Incredible Product But Ridiculous Valuation
2 days ago · The HBM3E is a critical memory technology for AI accelerators used by hyperscalers. It is a chip that stacks memory chips (DRAM).
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
Jun 30, 2025 · Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. It has created DRAM that stacks …
Canadian PM in Beijing; RMB and interest rates; Security and ...
1 day ago · However, the Chairman raises concerns that a global shortage of Dynamic Random Access Memory (DRAM), particularly High-Bandwidth Memory 3 Extended (HBM3E) used in Nvidia’s H200 …