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) ...

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.

SK hynix already has NVIDIA as a major client of its industry-leading HBM memory chips, but sources of TheElec report that the South Korean memory giant will deliver new HBM to Broadcom in 2H 2025 ...

The US government has imposed fresh export controls on the sale of high tech memory chips used in artificial intelligence (AI) applications to China. The rules apply to US-made high bandwidth ...

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 ...

The HBM's Nuclear Tech mod adds a huge tech tree to Minecraft. This includes items like guns, missiles, satellites, and several nukes of different sizes. However, rather than being simple items to ...

Samsung Electronics and SK Hynix, South Korea’s two leading memory chipmakers, are ramping production at their largest DRAM chip manufacturing plants in Pyeongtaek and Wuxi in response to rising ...