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A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not a forecast of aggregate demand, which can be even larger as the backlogs ...

In an era where data-intensive applications, from AI and machine learning to high-performance computing (HPC) and gaming, are pushing the limits of traditional memory architectures, High Bandwidth ...

It looks like Samsung may be partnering up with Nvidia. Samsung Electronics said on Friday it is in “close discussion” to supply its next-generation high-bandwidth memory (HBM) chips, or HBM4, to ...

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 ...

Micron is gaining significant market share in the HBM DRAM segment, capitalizing on Samsung's recent setbacks and strong demand from AI leaders like Nvidia and AMD. Q3 FY25 results showed impressive ...

Micron Technology (NASDAQ: MU) delivered a strong set of Q3 FY’25 results (August fiscal year). Revenue rose 37% year-over-year to $9.3 billion, beating expectations, while adjusted earnings came in ...

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 ...