According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the ...

HBM technology continues its relentless march in 2025 with the imminent arrival of more advanced HBM4 memory devices.

An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, ...

For example, the burden of screening for DRAM cell defects after HBM die stacking at the wafer level now falls to the end user. This raises questions such as: How will the user handle any vendor ...

Micron's HBM revenue exceeded US$1 billion this quarter. The company expects multibillion-dollar HBM revenue by 2025 and ...

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“We expect to maintain our bit share in DRAM and NAND in calendar 2025. In DRAM, we expect a strong ramp of HBM throughout calendar 2025. As noted before, HBM3E consumes three times the amount ...

Micron’s revenue will be $3.8B from HBM this fiscal year. Which will offset the decline in NAND and traditional DRAM revenue. Micron’s fiscal year 2026 will be the peak in terms of annual ...

Vice President Jang expressed hope that the technology developed this time would also contribute to enhancing high bandwidth memory (HBM) performance. Reducing the DRAM cell size allows capacity ...

We account for a greater mix of DRAM revenue over the medium term, driven primarily by HBM and data center demand, and boosted by stronger pricing for DRAM. In addition, we foresee cost ...