Amid the artificial intelligence (AI) boom, high-bandwidth memory (HBM) used in AI accelerators is selling rapidly, driving South Korean semiconductor companies to record-high performance. Samsung ...

DRAM suppliers are the new 'Santa Claus' says Etron chairman, adding that HBM has become a 'black hole' for DRAM production ...

A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not ...

Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. It has created DRAM that stacks higher and runs ...

TL;DR: Samsung is shifting DRAM production from HBM3/E modules to high-margin DDR5 RDIMM memory due to intense HBM market competition and soaring DDR5 prices. This strategy reallocates 80,000 wafers ...

China’s NAND champ YMTC is barging into DRAM to build its own high-bandwidth memory and unclog a shortage throttling domestic AI rollouts. The state-backed outfit is setting up DRAM production lines ...

The high-bandwidth memory (HBM) market size is expected to reach 100 billion Korean won two years earlier than previously anticipated. More surprisingly, the HBM market in 2028 will surpass the entire ...

As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not only for high ...

Forbes contributors publish independent expert analyses and insights. Covering Digital Storage Technology & Market. IEEE President in 2024 Several NAND flash manufacturers were discussing higher ...

Micron’s HBM revenue surged nearly 50% sequentially, with data center DRAM now comprising the majority of total DRAM sales. Gross margins climbed into the high-30% range, supported by tight inventory ...

Prosecutors classify the stolen intellectual property as Samsung's state-designated core technology for 10-nanometer-class ...