These revisions helped boost HBM's consensus estimate, increasing from $0.53 to $0.66 in the past 60 days. Looking at the next fiscal year, 6 estimates have moved upwards while there have been 2 ...

With Micron experiencing a sequential surge of 50% in HBM revenues in the second quarter of fiscal 2025, and considering its future plans, it is quite evident that momentum in HBMs will persist.

The HBMs developed by Micron have a total addressable market estimate of more than $35 billion for the calendar year 2025. Now the company is focusing on HBM delivery agreements for 2026. It is ...

This expansion increases HBM production capacity from 120,000 to 130,000 units per month. Further growth is expected with the M15X fab by Q4 2025, boosting capacity to 160,000-170,000 units monthly.

High-bandwidth memory (HBM) is again in the limelight. At GTC 2025, held in San Jose, California, from 17 to 21 March, SK hynix displayed its 12-high HBM3E devices for artificial intelligence (AI) ...

Samsung HBM is one of those memory product lines. And it seems Huang doesn’t trust these products. Perhaps mainly because of the way Samsung executives are swapped out so often.

In 2028, we expect the HBM total addressable market (TAM) to grow four times from the $16 billion level in 2024 and to exceed $100 billion by 2030.

The new HBM compute architecture is available on all of its custom silicon partners, with Marvell collaborating with its cloud customers and leading HBM manufacturers SK hynix, Samsung, and Micron ...

Intel was the first of the major CPU makers to add HBM stacked DRAM memory to a CPU package, with the “Sapphire Rapids” Max Series Xeon SP processors. But with the “Granite Rapids” Xeon 6, Intel ...

Micron Q4: HBM Growth Continues In 2025, Upgrade To Strong Buy Sep. 25, 2024 6:32 PM ET Micron Technology, Inc. (MU) Stock, MU:CA Stock MU, MU:CA 9 Comments Lighting Rock Research 2.13K Follower s ...

TAIPEI -- Top U.S. memory chip maker Micron Technology is building test production lines for advanced high-bandwidth memory chips in the U.S. and is considering manufacturing HBM in Malaysia for ...