American chipmaker Micron’s ($MU) hopes of closing the memory-chip market share gap with South Korean market leader Samsung ...

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

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 ...

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 ...

The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics and SK ...

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 performances. Samsung ...

Micron Technology, Inc. stock is at an all-time high, up +90% YTD, and the fiscal Q4 report confirms that there is more upside to come with HBM to thank. MU's revenue from HBM and server DRAM grew ...

Rumors have risen that SK Hynix is accelerating the expansion of its 10nm-class sixth-generation 1c DRAM capacity. Previously, to concentrate on producing high-bandwidth memory (HBM), SK Hynix had ...

As generative AI transforms various industries, one of the most essential – yet frequently overlooked – elements driving this change is memory. Memory manufacturer Micron (NASDAQ:MU) is central to ...