HBM memory, the critical memory component for proper AI development and application, has experienced an existential demand crisis in 2025. Analysts estimate the peak of the crisis won’t be seen until ...

AI-driven HBM shift, 2026 sold-out contracts, rising margins and EPS amid low valuation. Read more macro analysis here.

Micron has sales exposure to three memory classes: DRAM or Dynamic Random Access Memory. NAND or flash storage. NOR Flash storage. DRAM accounts for around 70% of the sales and includes commodity DRAM ...

Applied Materials’ AMAT high bandwidth memory (HBM) business revenues hit $1.5 billion in fiscal 2025. The company is determined to reach $3 billion in the next few years. AMAT expects future ...

SK Hynix, riding the semiconductor supercycle, has recorded its highest-ever sales and operating profit for three consecutive quarters. Its 2025 sales and operating profit are also the highest in ...