The good news is that the memory industry is poised to deliver solid growth once again in 2026. Massive demand for ...
SPHBM4 cuts pin counts dramatically while preserving hyperscale-class bandwidth performanceOrganic substrates reduce ...
As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...
HBM has disrupted that rhythm of shortages. The current shortage is not the result of a temporary demand spike or a delayed ...
A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not ...
HBM demand has the market in a crisis, with no end in sight until 2027 at the earliest. Stocks positioned to benefit are on ...
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Marvell develops custom HBM memory solutions — interface shrinks and higher performance on the menu
Marvell has announced custom high-bandwidth memory (CHBM) solution for its custom XPUs designed for AI applications at its Analyst Day 2024. Developed in partnership with leading memory makers, CHBM ...
Micron finds itself in a perfect storm situation, with skyrocketing AI-powered demand, tight industry supply, and impressive ...
High-bandwidth memory (HBM) demand is skyrocketing, projected to grow from $4B in 2023 to over $25B by 2025, positioning Micron as a critical AI enabler. FY2024 revenue rose 62% YoY, driven by ...
Micron stock jumps nearly 10% as sold-out HBM supply, blowout earnings and bullish analyst upgrades fuel AI-driven re-rating.
AI is driving demand and higher prices for DRAM and NAND into 2026. Products using non-volatile memories to replace NOR and ...
SK Hynix is swiftly advancing in the High-Bandwidth Memory (HBM) arena, aiming to develop next-generation HBM that incorporates computing, communication, and other advanced functions. This strategic ...
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