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

AI-driven demand for High-Bandwidth Memory positions Micron as a key beneficiary of the ongoing digital transformation. Read ...

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

Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU ...

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 ...

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

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.

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 ...

Our fair value estimate for SK Hynix is KRW 270,000 per share, which implies 1.9 times 2025 price/book. We forecast SK Hynix’s operating margin to reach 43.9% in fiscal 2025, up from 35.5% in ...

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 ...