Explore Micron's growth in HBM memory driven by AI demand, DRAM price cycles, and market dynamics in this deeply cyclical ...

Micron has become a third – and now significant – supplier for the HBM stacked memory that is used with GPU and other kinds of AI accelerators. Significantly, Micron’s eight-high HBM3E stacks are used ...

Morgan Stanley downgraded Micron Technology (NASDAQ:MU) to Equal-weight from Underweight noting that it has belatedly come around to high bandwidth memory, or HBM, ramp up driving the narrative.

High-bandwidth memory (HBM) is again in the limelight. At GTC 2025, held in San Jose, California, from 17 to 21 March, SK hynix displayed its 12-high HBM3E devices for artificial intelligence (AI) ...

The project's initial focus will be on the improvement of the performance of the base die, the element of HBM that connects directly to the GPU. SK Hynix will reportedly adopt TSMC’s advanced ...

Micron's HBM revenue exceeded US$1 billion this quarter. The company expects multibillion-dollar HBM revenue by 2025 and plans to start HBM4 production in 2026 while expanding capacity.

Rambus recently announced the availability of its new High Bandwidth Memory (HBM) Gen2 PHY. Designed for systems that require low latency and high bandwidth memory, the Rambus HBM PHY, built on the ...

It is highly likely that this game of Whac-A-Mole will play out in AI systems that employ high-bandwidth memory (HBM). Most systems are limited by memory bandwidth. Compute systems in general have ...

High Bandwidth Memory (HBM) is a high-performance 3D-stacked DRAM. It is a technology which stacks up DRAM chips (memory die) vertically on a high speed logic layer which are connected by vertical ...

This datasheet describes GUC HBM (High Bandwidth Memory) PHY IP, which could be integrated with HBM memory controller to provide HBM functionality. The HBM PHY is compliant to the JEDEC HBM2E & HBM2 ...