SanDisk (NASDAQ:SNDK) stock and Micron Technology (NASDAQ:MU) stock are both surging again on Tuesday, each climbing 5% to 6% in midday trading. This is a continuation of Monday’s momentum, when ...

Applied Materials Inc. and Micron Technology are collaborating to develop next-generation DRAM, high-bandwidth memory (HBM) and NAND memory that increase energy efficiency performance in AI systems.

SPHBM4 cuts pin counts dramatically while preserving hyperscale-class bandwidth performance Organic substrates reduce packaging costs and relax routing constraints in HBM designs Serialization shifts ...

Samsung Electronics Enhances Technological Edge with Advanced 2nm Pprocess. By Kim Eun-jin, Business Korea. In the semiconductor competition, Samsung Electronics is strengthening ...

Downgrading Micron (MU) to hold ahead of Q2 FY26 earnings: assess Samsung HBM4 risk, memory cycle outlook to 2027, and key Q3 ...

Applied Materials is collaborating with SK Hynix for the development and deployment of next-generation DRAM and high-bandwidth memory (HBM). In a statement, the partners said engineers from both ...

AI-driven HBM shift, 2026 sold-out contracts, rising margins and EPS amid low valuation. Read more macro analysis here.

Micron shifts away from consumer RAM toward AI and enterprise memory with HBM demand rising, tightening supply for laptops and phones.

Deutsche Bank raises target to $500, Needham to $450 as Q1 revenue hits $13.6B and AI memory demand stays fully booked through 2026.

Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as and to accelerate development of hybrid bonding tools for HBM production. These newer entrants ...