{"schema":"hottub-news/list/v1","item_schema":"hottub-news/item/v1","count":7,"sponsored":0,"items":[{"id":"n_ps6d4p5bqhkdwamkmm2q","seq":862473,"kind":"press_release","title":"Global 3D Chip Stacking Market Size, Share, Trends, Strategic Opportunities, and Forecast, 2026 to 2034 | 20.5% CAGR Driven by AI, HBM, Chiplets, and Advanced Packaging","url":"https://www.globenewswire.com/news-release/2026/09/30/3371629/28124/en/global-3d-chip-stacking-market-size-share-trends-strategic-opportunities-and-forecast-2026-to-2034-20-5-cagr-driven-by-ai-hbm-chiplets-and-advanced-packaging.html","summary":"Target AI, HBM and data centers through hybrid bonding, chiplets and capacity expansion; partnerships, yield gains and thermal optimization can sharpen returns Target AI, HBM and data centers through hybrid bonding, chiplets and capacity expansion; partnerships, yield gains and thermal optimization can sharpen returns","published":"2026-09-30T08:51:00Z","seen":"2026-09-30T08:56:58Z","lang":"en","source":{"id":"globenewswire-all","name":"GlobeNewswire — all","domain":"globenewswire.com","outlet":{"wikidata":"Q5570956","name":"GlobeNewswire","type":"other","country":"US","designations":["business","press release distributor"]}},"via":"globenewswire-all","topics":["business"],"entities":[{"id":"Q11660","name":"artificial intelligence","type":"other"},{"id":"Q18028670","name":"LRP5","type":"other"},{"id":"Q110350723","name":"advanced packaging","type":"other"}],"story":"st_ps6d4p5bqhkdwamkmm2q","category":"economy-business","category_p":0.59,"category2":"science-technology","sentiment":"neutral","tone":0.25,"political":0.02},{"id":"n_zdbyox2vxyrspn76mchq","seq":695859,"kind":"article","title":"HBM Is The Key Towards Samsung's Foundry Recovery; Analysts Estimate That Next-Generation Memory Reduced The Company's Loss By 41% In Just One Year","url":"https://wccftech.com/hbm-keys-samsung-foundry-recovery-analysts-predict-loss-reduction","published":"2026-09-29T14:41:31Z","seen":"2026-09-29T14:41:31Z","lang":"en","source":{"id":"wccftech.com","name":"wccftech.com","domain":"wccftech.com","outlet":{"wikidata":"Q116823453","name":"Wccftech","type":"website","designations":["video game news website"]}},"via":"gdelt-gkg-english","topics":["economy"],"authors":["Omar Sohail"],"entities":[{"id":"Q124989916","name":"Samsung","type":"org"},{"id":"Q18028670","name":"LRP5","type":"other"}],"story":"st_zdbyox2vxyrspn76mchq","category":"economy-business","category_p":0.5,"category2":"science-technology","sentiment":"positive","tone":0.37,"political":0.01},{"id":"n_h6qrfyaqg225va2h4xra","seq":636408,"kind":"article","title":"“내년 HBM 평균판매가격 121% 오른다…공급 부족 현상”","title_en":"Next year, HBM average selling price will rise by 121%...Supply shortage phenomenon","url":"https://www.mk.co.kr/news/business/12164107","summary":"인공지능(AI) 서버 수요가 늘어나면서 내년도 고대역폭메모리(HBM) 평균판매가격이 올해보다 2배 이상 상승할 것이라는 전망이 나왔다. 29일 시장조사업체 트렌드포스는 HBM4(6..","published":"2026-09-29T10:02:42Z","seen":"2026-09-29T10:10:19Z","lang":"ko","country":"KR","source":{"id":"kite-mk-co-kr-2679f8","name":"mk.co.kr","domain":"mk.co.kr","outlet":{"wikidata":"Q625035","name":"Maeil Business Newspaper","type":"newspaper","country":"KR","designations":["business newspaper"]}},"via":"kite-mk-co-kr-2679f8","topics":["전체뉴스"],"authors":["author"],"entities":[{"id":"Q18028670","name":"LRP5","type":"org"}],"image":"https://pimg.mk.co.kr/news/cms/202609/29/news-p.v1.20260929.0e64f870c54e43f2856f9ddc154b357a_R.jpg","story":"st_ez5u7tz5xqlz34kw345a","category":"economy-business","category_p":0.94,"sentiment":"negative","tone":-0.38,"political":0.25},{"id":"n_ez5u7tz5xqlz34kw345a","seq":620809,"kind":"article","title":"\"내년 HBM 평균판매가격 121% 상승…공급 부족 지속\"","title_en":"Next year HBM average selling price to rise 121%... supply shortage continues","url":"https://www.yna.co.kr/view/AKR20260929162200003","summary":"(서울=연합뉴스) 김민지 기자 = 인공지능(AI) 서버 수요 확대가 지속됨에 따라 내년 고대역폭메모리(HBM) 평균판매가격이 올해보다 2배 이상...","published":"2026-09-29T08:40:10Z","seen":"2026-09-29T08:49:48Z","lang":"ko","country":"KR","source":{"id":"kite-yna-co-kr-f0eb60","name":"yna.co.kr","domain":"yna.co.kr","outlet":{"wikidata":"Q333206","name":"Yonhap News Agency","type":"news_agency","country":"KR","designations":["news agency"]}},"via":"kite-yna-co-kr-f0eb60","authors":["김민지"],"entities":[{"id":"Q18028670","name":"LRP5","type":"org"}],"image":"https://img.yna.co.kr/photo/cms/2026/06/24/85/PCM20260624000085990_P2.jpg","mentions":2,"story":"st_ez5u7tz5xqlz34kw345a","category":"economy-business","category_p":0.95,"sentiment":"negative","tone":-0.29,"political":0.17},{"id":"n_w24pjtgthdsj2uwv7ifq","seq":557629,"kind":"article","title":"Samsung Electronics says HBM to account for nearly 30% of industry DRAM capacity next year","url":"https://www.channelnewsasia.com/business/samsung-electronics-says-hbm-account-nearly-30-industry-dram-capacity-next-year-6417091","published":"2026-09-29T01:07:39Z","seen":"2026-09-29T01:41:34Z","lang":"en","country":"SG","source":{"id":"cna","name":"CNA (Channel NewsAsia)","domain":"channelnewsasia.com","outlet":{"wikidata":"Q40238","name":"CNA","type":"other","country":"SG","designations":["news broadcasting","specialty channel"]}},"via":"cna","topics":["business"],"entities":[{"id":"Q20718","name":"Samsung Electronics","type":"org"},{"id":"Q18028670","name":"LRP5","type":"other"},{"id":"Q189396","name":"dynamic random-access memory","type":"other"}],"image":"https://dam.mediacorp.sg/image/upload/s--FaxOwIJ0--/fl_relative,g_south_east,l_mediacorp:cna:watermark:2024-04:reuters_1,w_0.1/f_auto,q_auto/c_fill,g_auto,h_468,w_830/v1/one-cms/core/2026-09-29T010343Z_1_LYNXMPEM8S03C_RTROPTP_3_SOUTHKOREA-CHIPS.JPG?itok=FTAfbhnN","story":"st_w24pjtgthdsj2uwv7ifq","category":"science-technology","category_p":0.52,"category2":"economy-business","sentiment":"positive","tone":0.46,"political":0.05},{"id":"n_zfxdgctkvjekryqv4s2q","seq":319301,"kind":"article","title":"Lagos Waste Crisis: HBM Mobilises Oyingbo Traders to Tackle Mounting Refuse","url":"https://www.thisdaylive.com/2026/09/28/lagos-waste-crisis-hbm-mobilises-oyingbo-traders-to-tackle-mounting-refuse","summary":"Bennett Oghifo Lagos’ mounting waste challenge has triggered renewed private-sector intervention, with HBM Nigeria Plc, formerly known as Lafarge Africa Plc, taking its campaign for proper waste handling directly to","published":"2026-09-28T00:30:10Z","seen":"2026-09-28T01:02:22Z","lang":"en","country":"NG","source":{"id":"kite-thisdaylive-com-43bc52","name":"thisdaylive.com","domain":"thisdaylive.com","outlet":{"wikidata":"Q527612","name":"This Day","type":"newspaper","country":"NG","designations":["newspaper"]}},"via":"kite-thisdaylive-com-43bc52","topics":["nigeria"],"authors":["Ayo Yusuf"],"entities":[{"id":"Q18028670","name":"LRP5","type":"org"}],"story":"st_zfxdgctkvjekryqv4s2q","category":"economy-business","category_p":0.5,"sentiment":"negative","tone":-0.31,"political":0.33},{"id":"n_w6glfej7jh2x72xtv6lq","seq":301020,"kind":"article","title":"HBM缺貨延續2028！瑞銀喊買美光 目標價1625鎂不是夢","title_en":"HBM shortage continues until 2028! UBS calls to buy Micron with target price 1625 mg not a dream","url":"https://tw.news.yahoo.com/hbm%E7%BC%BA%E8%B2%A8%E5%BB%B6%E7%BA%8C2028-%E7%91%9E%E9%8A%80%E5%96%8A%E8%B2%B7%E7%BE%8E%E5%85%89-%E7%9B%AE%E6%A8%99%E5%83%B91625%E9%8E%82%E4%B8%8D%E6%98%AF%E5%A4%A2-203600370.html","summary":"AI浪潮帶動高頻寬記憶體（HBM）需求強勁，瑞銀最新研報看好記憶體巨頭美光（Micron）迎來結構性成長，預測供需缺口將延續至2028年。瑞銀全面上調美光獲利預測與目標價至1,625美元，預期2027財年毛利率有望挑戰91%歷史高點。受惠於產品定價能力提升與長期合約護體，美光獲利韌性顯著增強，瑞銀更預估美光將於2026年底後啟動大規模股票回購計畫，每季規模上看200億美元。在AI基礎設施需求強力支撐下，美光正擺脫傳統景氣循環宿命，步入營運爆發與資本回報的黃金期，成為市場關注焦點。","published":"2026-09-27T20:36:00Z","seen":"2026-09-27T21:02:08Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q18028670","name":"LRP5","type":"other"},{"id":"Q193199","name":"UBS","type":"org"},{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_w6glfej7jh2x72xtv6lq","category":"economy-business","category_p":0.91,"sentiment":"neutral","tone":0.09,"political":0.06}]}