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 ...

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.

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 ...

Micron Technology’s MU high bandwidth memory (HBM) chips are experiencing robust traction due to their growing use in high-performance computing, hyperscalers and artificial intelligence data ...

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 ...

HBM signed a collaboration agreement worth up to $4.58 billion with AstraZeneca (AZN.US) in March to jointly develop multispecific antibodies for autoimmune diseases, cancer and other conditions.

HBM does nothing to help with memory capacity and memory bandwidth at the same time – you can only have just one. HBM memory is so much better than using regular DRAM and bests GDDR as well for ...

I can't trust Samsung Electronics' high-bandwidth memory (HBM) products and engineers. We cannot trust and do business with them because senior executives change frequently".

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 ...