“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 ...

HBM memory, the critical memory component for proper AI development and application, has experienced an existential demand crisis in 2025. Analysts estimate the peak of the crisis won’t be seen until ...

Samsung Electronics plans to boost its high-bandwidth memory (HBM) production capacity by approximately 50% through late 2026, according to South Korean media outlet ET News, as the company secures ...

The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. But there is only one that is funded by two of the three biggest makers of HBM stacked memory ...

TL;DR: Samsung, SK hynix, and Micron are accelerating development of 16-Hi HBM4 memory chips for NVIDIA's 2026 supply, overcoming complex DRAM stacking and wafer thickness challenges. This next-gen ...

Micron has been in the spotlight, but another company is also benefiting from the memory boom. Lam Research stock has more than doubled in 2025, and it still trades at a reasonable valuation. This ...

Nvidia continues to experience incredible demand for its data center chips. Micron Technology supplies high-bandwidth memory for data centers, which Nvidia has integrated into its GPUs. Micron stock ...

Micron's Cyclicality Has Been Shoved Aside. But, For How Long? The memory bulls are really rocking it. Memory cyclicality is being shoved into the oblivion (at least for now), as the cyclical upswing ...

Forbes contributors publish independent expert analyses and insights. This is the second in a set of four blogs about projections for digital storage and memory for the following year that we have ...

SEOUL, Jan 2 (Reuters) - Samsung Electronics (005930.KS), opens new tab customers have praised the differentiated competitiveness of its next-generation high-bandwidth memory (HBM) chips, or HBM4, ...

In 2025, Micron Technology (MU) delivered a standout performance, with its stock climbing 240% amid the explosive growth of artificial intelligence (AI). As a key player in the AI ecosystem, MU ...