SPHBM4 cuts pin counts dramatically while preserving hyperscale-class bandwidth performanceOrganic substrates reduce ...

Explosive demand from Nvidia and other AI chipmakers has soaked up global memory supply, pushing DRAM and HBM prices to ...

Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.

Cohu’s fair value story has just been fine tuned, with the estimate nudged from US$29.00 to about US$29.20 as analysts ...

HBM has disrupted that rhythm of shortages. The current shortage is not the result of a temporary demand spike or a delayed ...

High-bandwidth memory (HBM) demand is skyrocketing, projected to grow from $4B in 2023 to over $25B by 2025, positioning Micron as a critical AI enabler. FY2024 revenue rose 62% YoY, driven by ...

With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...

TSMC faces risk for 2026 as the HBM-driven DRAM/NAND price spikes may raise smartphone costs and slow demand. Click to read ...

The prices of RAM are expected to rise by up to 55% this quarter, as compared to the fourth quarter of 2025, according to ...

Micron—which recently decided to exit the consumer RAM and storage markets but is still selling its products to other ...