HBM4 shifts from component upgrade to system driver in Nvidia and Samsung’s Rubin strategy for large-scale AI compute ...

The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...

New report claims Microsoft grabbed a huge chunk of SK hynix’s memory supply — stock surged almost 9%.

Micron Technology has committed investments of $24 billion to expand its memory chip production within Singapore.

NVIDIA has been slowly upgrading the specs on its next-gen Vera Rubin AI chips, bumping up HBM4 specs to ensure it beats AMD's new Instinct MI455X AI chip.

Micron’s Singapore expansion shows how far memory makers must go to sort out the chip shortage and keep pace with AI demand ...

SanDisk is the latest company to report earnings, pulling in $3.03 billion as the memory shortage continues, sending its ...

The speed of data transfer between memory and the CPU. Memory bandwidth is a critical performance factor in every computing device because the primary CPU processing is reading instructions and data ...

On December 2, 2024, the Department of Commerce, Bureau of Industry and Security (BIS) issued a new set of regulations targeting semiconductors manufacturing equipment (SME) and high-bandwidth memory ...

HBM demand surges, shortages may last to 2027–2028, and Micron’s upside persists. Click here to read my most recent analysis.

TL;DR: Samsung Electronics advances its next-gen HBM4E memory with 13Gbps per-pin speeds, delivering up to 3.25TB/sec bandwidth-over 2.5 times faster than HBM3E-and doubling power efficiency. Targeted ...

The memory shortage could last into 2027, but this stock is priced like it won't.