Samsung Electronics reported an over three-fold surge in fourth-quarter profits, hitting a new record and beating analysts' ...

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

Micron Technology (NasdaqGS:MU) announced a $24 billion investment in a new advanced wafer fabrication facility in Singapore. The expansion includes increased high bandwidth memory (HBM) manufacturing ...

Samsung begins HBM4 chip production for Nvidia in February 2026. Micron sold out through 2026. Tight supply benefits all ...

Micron is the chief rival of South Korea’s Samsung and SK Hynix in the memory-chip market.

SK hynix expressed confidence Thursday in capturing an overwhelming share of the HBM4 market, replicating its dominance in earlier generations of high bandwidth ...

Micron's latest upsurge reflects that AI-driven upside extends beyond HBM, as accelerating DRAM and NAND pricing, reinforced by durable bit demand growth, introduces incremental earnings leverage not ...

TL;DR: SK hynix forecasts the HBM memory market to grow 30% annually through 2030, driven by strong AI demand from NVIDIA, AMD, and major cloud providers. The upcoming HBM4 standard offers customized ...

Micron Technology (NASDAQ: MU) announced impressive Q3 FY’25 results (August fiscal year). Revenue increased by 37% year-over-year, reaching $9.3 billion, surpassing expectations, while adjusted ...