Micron Technology is rapidly shifting its focus to high-bandwidth memory (HBM) used in AI infrastructure. The company has sold out its entire HBM chip supply for the current year. Micron is expanding ...

What sent Micron shares soaring last month? Two words: AI memory.

As SK Hynix and Samsung Electronics compete for global dominance in HBM (High Bandwidth Memory), projections suggest that HBF ...

SK Hynix beats rival Samsung Electronics in profits for 2025 for the first time ever, as the memory maker retains a lead in ...

This reasoning has been effective for decades. Memory has consistently been among the most cyclical industries within semiconductors.

Live Updates Teradyne's Q4 in Focus 6 minutes ago Live Teradyne’s 20% after-hours surge appears justified when measured ...

The insatiable demand for AI GPUs and all things AI throughout 2023 has seen HBM memory makers enjoying a gigantic 500% spike in the average selling price of HBM chips. Not bad at all for HBM makers ...

A cheap valuation and stunning growth make this AI stock worth buying hand over fist before it soars higher.

Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze ...

Micron Technology has seen its orders for High Bandwidth Memory (HBM) wait to be fulfilled throughout 2025. This has sparked concerns about potential production capacity constraints and supply ...

By Hyunjoo Jin SEOUL, Jan 26 (Reuters) - Samsung Electronics plans to start production of its next-generation high-bandwidth ...

Samsung’s chip unit beat forecasts with a five-fold profit surge as AI-driven demand for memory chips tightens supply and ...