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High-Bandwidth Memory

Artificial Intelligence HBM4 Micron Technology AI Applications HBM3E HBM4 Chips AI Infrastructure Market Demand Supply Chain Issues HBM Development

Micron Jumps After UBS Lifts Target on AI Memory Boom

UBS points to AI memory demand plus multi-year supply contracts as drivers of stronger profit.

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Google’s TurboQuant Shakes Memory Stocks as Wall Street Counters Fears

SK hynix Files Confidentially for U.S. ADR Listing in 2026

AMD's Lisa Su to Visit South Korea for Talks on HBM Supply With Samsung, Naver

Micron Begins Large-Scale HBM4 Shipments Ahead of Plan, Lifting Shares

Morgan Stanley Sees Up to 70% Upside for ASML on AI-Fueled Chip Spending

SK Hynix Pulls Forward Yongin Fab to Feb. 2027, Sets HBM Wafer Starts in Cheongju Next Month

Samsung Touts HBM4 Customer Praise as SK hynix Calls AI Demand Permanent

Google Ousts Procurement Chiefs as Big Tech Stations Buyers in Korea for Scarce AI Memory

Micron Soars to Record as AI HBM Shortage Locks In Sales Through 2026

Nikkei: Micron Plans ¥1.5 Trillion HBM Plant in Hiroshima With May 2026 Start

Samsung and SK hynix Put HBM4 on Display at SEDEX as Next AI Memory Race Accelerates

Samsung Sees Highest Quarterly Profit in 3 Years on AI-Driven Chip Rebound

Samsung Reportedly Clears Nvidia’s HBM3E Qualification, Turbocharging Shares and the Memory Outlook

SK Hynix Completes HBM4 Development, Readies First Mass-Production System

Micron Jumps as Citi Hikes Target to $175, Flags Guidance Upside on AI Memory Strength

SK hynix Seals Wage Deal, Removing Bonus Cap and Tying 10% of Profit to Employee Payouts

Micron Lifts Q4 Outlook on Surging AI Memory Demand

SK Hynix Achieves Record Profits Amid Surging AI Chip Demand

SK Hynix Begins Mass Production of Industry-First 12-Layer HBM3E Memory