SK Hynix delivered 12-layer HBM4E samples to major customers on June 18, advancing next-generation memory for AI. Micron Technology reported record fiscal Q3 2026 results on June 24, emphasizing memory's strategic value in the AI era and highlighting multi-year Strategic Customer Agreements.
Next-gen HBM development continues with samples reaching customers, while multi-year agreements lock in future memory supply and demand predictability.