Competition in the AI semiconductor market is expanding beyond high bandwidth memory (HBM) to server low-power dynamic random ...

AI infrastructure can't evolve as fast as model innovation. Memory architecture is one of the few levers capable of accelerating deployment cycles. Enter SOCAMM2 ...

TL;DR: SK hynix has improved its 1c DRAM yields from 60% to over 80%, focusing on HBM for AI GPUs. The company developed the first 1c process-based 16GB DDR5 DRAM and will lead in mass-producing HBM4 ...

Micron Technology (NYSE:MU) has delivered stunning returns for investors who got in early. The stock is up 185% over the last six months alone and has more than quadrupled in the past year. Despite ...

TL;DR: NVIDIA is transitioning to SK hynix GDDR7 memory modules for its GeForce RTX 50 series GPUs, starting with the RTX 5070, moving away from Samsung. SK hynix, known for its HBM technology, is ...

The global rush by chipmakers to produce AI chips is tightening supply of less glamorous chips used in smartphones, computers and servers, spurring panic buying by some customers and a surge in their ...

Nvidia has reportedly tapped Micron Technology as the first supplier of its next-generation small outline compression attached memory module (SOCAMM) chips, putting the US-based memory maker ahead of ...

Driven by major DRAM manufacturers focusing on investment and research in high-bandwidth memory (HBM) and gradually phasing out mature process products, DDR4 spot prices have rapidly doubled since the ...

Micron Technology, Inc.’s stock is up 180% YTD – or 4X more YTD than AI heavyweight Nvidia. MU is expanding its presence within high bandwidth memory, or HBM, stating in Q4 that it has expanded its ...

Wolfe Research raises Micron (MU) price target 43% to $500, forecasting 100% YoY DRAM price growth in 2026 fueled by AI demand. Q2 earnings due March 18.