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.

IT之家 5 月 27 日消息，据韩媒 Financial News 报道，三星电子 DS（设备解决方案）部门负责人全永铉正在对内部组织进行大刀阔斧的改革。据悉，全永铉 ...

HBM结构示意图（来源：海力士） 那么，HBM目前产业供需关系如何？ 国内玩家能否在这个领域取得突破呢？ 笔者今天带你来一探究竟。 一、三巨头垄断 ...

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) ...

We recently compiled a list of the 10 Stocks Plummet on Wednesday. In this article, we are going to take a look at where Hudbay Minerals Inc. (NYSE:HBM) stands against the other stocks. The stock ...

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.

NVIDIA CEO Jensen Huang says he can't trust Samsung's HBM memory, 'we cannot trust and do business with them because senior executives change frequently'.

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.

This is precisely the plan at Micron Technology, which is a late comer to the HBM memory racket alongside pioneers SK Hynix and Samsung but which is bringing its substantial engineering talents to ...