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) ...

China’s leading memory chipmaker, ChangXin Memory Technologies (CXMT), is pushing into the high-bandwidth memory (HBM) market, a move that could disrupt South Korea’s dominance in advanced ...

Currently, Micron is producing HBM at its factory in Taiwan. In the future, the company plans to operate HBM production facilities at the newly constructed Singapore HBM-exclusive plant, as well ...

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.

The new HBM compute architecture is available on all of its custom silicon partners, with Marvell collaborating with its cloud customers and leading HBM manufacturers SK hynix, Samsung, and Micron ...

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 memory is so much better than using regular DRAM and bests GDDR as well for compute engines where bandwidth is the issue, but even with Micron Technology joining the HBM party with SK Hynix and ...