A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not a forecast of aggregate demand, which can be even larger as the backlogs ...

Samsung has cut the price of 12-layer HBM3E by around 30% reducing the unit price from $300 to $200. The aggressive price cut accompanies a volume offensive aimed at gaining market share from Hynix.

Micron reported strong results as demand for high-bandwidth memory (HBM) chips explodes. DRAM pricing is also strong as manufacturers prioritize HBM chips destined for AI accelerators. Investors ...

Micron Technology, Inc. stock is at an all-time high, up +90% YTD, and the fiscal Q4 report confirms that there is more upside to come with HBM to thank. MU's revenue from HBM and server DRAM grew ...

Demand for Micron's AI-focused HBM chips power forecast HBM revenue grew to nearly $2 billion in Q4, CEO says Pricing for HBM will increase with advancing version, exec tells Reuters Q1 revenue and ...

Sandisk and SK Hynix recently signed an agreement to develop “High Bandwidth Flash,” a NAND-based alternative to HBM designed to bring larger, non-volatile capacity into AI accelerators. D-Matrix is ...

Micron Technology, Inc. MU is experiencing a surge in demand for its High Bandwidth Memory (“HBM”), driven by the rapid adoption of artificial intelligence (AI). On its third-quarter fiscal ...

As China grapples with supply chain challenges in high bandwidth memory (HBM) semiconductors due to U.S. sanctions, its 'AI rise' is hindered. It has been confirmed that Changxin Memory Technologies ...

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Competition in bonding equipment for the high bandwidth memory (HBM) market is intensifying, especially for the new generation of hybrid bonding (HB) technology. Following the current market leader, ...