TL;DR: Samsung is shifting DRAM production from HBM3/E modules to high-margin DDR5 RDIMM memory due to intense HBM market competition and soaring DDR5 prices. This strategy reallocates 80,000 wafers ...

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.

China’s NAND champ YMTC is barging into DRAM to build its own high-bandwidth memory and unclog a shortage throttling domestic AI rollouts. The state-backed outfit is setting up DRAM production lines ...

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 ...

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 ...

👨‍🔬 I'm a Nuclear Engineer with 10+ years of experience in nuclear power — from engineering ⚙️, operations ⚡, maintenance 🔧, emergency response 🚨, to capital projects 💰. I don’t know everything, ...

Generative AI is arguably the most complex application that humankind has ever created, and the math behind it is incredibly complex even if the results are simple enough to understand. GenAI also it ...

Micron is gaining significant market share in the HBM DRAM segment, capitalizing on Samsung's recent setbacks and strong demand from AI leaders like Nvidia and AMD. Q3 FY25 results showed impressive ...