Discover Micron's dominance in HBM, enabling AI infrastructure with explosive market growth. Learn why its undervalued stock offers 45% upside. Click to read.

So, what is driving this growth for Micron? It’s all about the demand for AI infrastructure, which is boosting sales of ...

HBM production will be prioritized due to its profitability and increasing demand. However, limited yields of around 50–60% and a wafer area 60% larger than DRAM products mean a higher ...

SK hynix is reportedly likely to adopt Singapore’s ASMPT equipment for its cutting-edge fifth-generation high bandwidth ...

The strong HBM demand would incentivize suppliers to increase manufacturing capacities, leading to more demands for Lam Research’s products. Lam Research doesn’t disclose the current size of ...

Samsung Electronics is advancing construction of its Pyeongtaek, Gyeonggi, chip plant to boost HBM4 production amid ...

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.

The U.S.-based company’s current HBM production takes place across three regions: The U.S. handles design and process development; Japan handles memory fabrication; and Taiwan handles advanced ...

A high-stakes patent dispute between Hanwha Semitech and Hanmi Semiconductor over a critical piece of equipment in the HBM production process — the TCB machine — is set to unfold, with ...

Expressing excitement about its next generation HBM, Mehrotra added, "Leveraging the strong foundation and continued investments in proven 1β process technology, we expect Micron’s HBM4 will ...

Building out new chip manufacturing capacity is a capital-intensive process, ... HBM sales are currently boosting Micron's profit margins, ...