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 ...
What just happened? SK Hynix says it has already sold out next year's supply of its key semiconductor products, driven by intense demand for high-performance memory chips for artificial intelligence ...
Smartphone prices are set to rise significantly in 2026 due to the hidden cost of the AI boom. Demand for HBM server memory is causing a severe production shortage of LPDDR5x (smartphone RAM).
In recent trading, shares of Hudbay Minerals Inc (Symbol: HBM) have crossed above the average analyst 12-month target price of $15.64, changing hands for $15.83/share. When a stock reaches the target ...
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 ...
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 ...
High-bandwidth memory (HBM) is an important part of AI processors, handling massive data processing and computations. In response, Teradyne, Inc. has launched the Magnum 7H, a next-generation memory ...
Neo Semiconductor X-HBM architecture will deliver 32K-bit wide data bus and potentially 512 Gbit per die density. It offering 16X more bandwidth or 10X higher density than traditional HBM. NEO ...
Micron (MU) got caught up in a string of bad data points about memory, which dragged the stock down by almost 11% since its highs of late June, of around $128 per share, to $114 at current levels. Its ...
Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of forecasting scenarios, SK Hynix's monopoly over HBM will eventually come to an ...
China's HBM Holdings Ltd. (2142.HK) is building a reputation for itself as the ultimate biopharma partner. The developer of antibody-based therapies has turned partnership deals into an active ...
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