SK Hynix slows HBM4 ramp as HBM3E demand persists

SK Hynix has postponed its HBM4 capacity increase from the second quarter of 2026 to the third quarter of 2026, citing continued strong demand for HBM3E. NVIDIA’s delays with ‘Rubin’ and sustained demand for HBM3E-equipped ‘Blackwell’ are shaping the timing.

IBM designated as a critical third-party provider under EU DORA

European Supervisory Authorities have designated IBM as a critical ICT third-party provider under the Digital Operational Resilience Act (DORA), bringing the company into EU supervision. IBM says the move reinforces its commitments to operational resilience, regulatory compliance and client support across financial services.