The Register on MSN11h
SK hynix has probably already sold most of the HBM DRAM it will make next yearAs this year’s buyers rush to beat Trump’s tariffs Korean chipmaker SK hynix has told investors the future looks bright ...
HBM technology continues its relentless march in 2025 with the imminent arrival of more advanced HBM4 memory devices.
Explore Micron's growth in HBM memory driven by AI demand, DRAM price cycles, and market dynamics in this deeply cyclical ...
According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the ...
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 ...
SK Hynix announced during its 77th shareholders' meeting that it will determine product volume for its high bandwidth memory ...
SPONSORED CONTENT Consider, for a moment, the current state of AI accelerators and datacenter GPUs. Now, try to imagine this ...
“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 ...
Micron Technology Earnings: HBM Momentum Continues, and a Better-Than-Expected Third-Quarter Outlook
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 ...
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 ...
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