Micron Technology, Inc.'s Q3 FY2025 results surpassed expectations with 36.6% YoY revenue growth. Click for insights on DRAM recovery and MU market challenges.

HudBay Minerals (HBM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

高带宽内存（HBM）技术正迅速成为高性能计算与人工智能发展的驱动力之一。 从HBM4到HBM8，韩国科学技术院TERA实验室发布的HBM架构路线图系统展示了 ...

As manufacturers focus more on High Bandwidth Memory (HBM), prices for DDR4 modules have spiked sharply, raising concerns that DDR5 and video RAM (VRAM) prices could climb as well in the coming ...

HBM is cheap in ways that actually matter, even if we look at other sector players. On forward EV/EBITDA, it trades at 4.63×, compared to peers like MP at 64.99×, LSYDY at 164.47×, and MTRN at ...

美光1β与1γ dram专注用于ddr5、lpddr5和hbm等尖端产品，该季美光完成了基于1γ节点的lpddr5 dram首批认证样品的出货。 s7Besmc NAND领域，美光表示该季QLC营收占比创历史新高，同时基于G9 2Tb QLC NAND的高性能SSD产品已启动认证，此外G9节点的产能爬坡进度与市场需求保持同步。

hbm业务在上季度实现10亿美元和本季度15亿美元，环比增长5亿美元。 由此推测，公司在2025年下半年的营收将达到40-50亿美元，这也符合市场对GB系列 ...

Samsung targets HBM comeback as DRAM leadership slips to rival. Amy Fan, Taipei; Vyra Wu, DIGITIMES Asia Monday 23 June 2025 0. Credit: AFP.

HudBay Minerals (HBM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of ...

Samsung Electronics is seeking ways to regain its footing in the premium high bandwidth memory (HBM) sector after losing its leadership position during executive-level meetings focused on business ...

Micron reaffirmed its calendar year 2025 HBM total addressable market estimate at $35 billion or higher, with the company targeting a low to mid-20% market share in the second half of 2025.

“The Rambus HBM Gen2 PHY, which is fully compliant with the JEDEC HBM2 standard, supports data rates up to 2000 Mbps per data pin, resulting in a total bandwidth of 256 GB/s,” he explained. “The ...