So, what’s fueling this surge for Micron? It’s all about that AI infrastructure demand, which is driving sales of high-bandwidth memory products, also known as HBM. Image by dujin yun from Pixabay ...

But that just tells you that TSMC has a monopoly on the manufacturing of those devices in a way that Micron absolutely does not. SK Hynix has the bulk of the DRAM and HBM business, and Samsung is ...

Another notable valuation metric for HBM is its P/B ratio of 1.52. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total ...

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.

It also projects that compared to 2024, the unit sales of HBM are forecast to increase 15-fold by 2035. Figure 2 The booming AI and HPC hardware is forecast to increase HBM sales 15-fold by 2035.

This collaboration has led SK hynix to adopt TSMC’s foundry process to develop its HBM4, showcased for the first time in April 2025. Since the HBM space has a few capable players and huge growth ...

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 ...