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High-Bandwidth Memory

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

The bank points to surging AI-led capex at major chipmakers.

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

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

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

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

Micron Lifts Q4 Outlook on Surging AI Memory Demand