Micron Technology (NasdaqGS:MU) is reshaping its business around AI infrastructure, exiting most consumer memory products and ...
The global High Bandwidth Memory (HBM) market is experiencing explosive growth driven by AI demand. The industry is heavily investing in 3D-stacked memory architecture (TSV technology) and advanced ...
SK Hynix and Taiwan’s TSMC have established an ‘AI Semiconductor Alliance’. SK Hynix has emerged as a strong player in the high-bandwidth memory (HBM) market due to the generative artificial ...
Demand for memory far exceeds supply, much to the benefit of Micron, Western Digital, and SanDisk investors.
Despite new fabs and new technology, prices will stay high ...
(CNN) — The US government has imposed fresh export controls on the sale of high tech memory chips used in artificial intelligence (AI) applications to China. The rules apply to US-made high bandwidth ...
Despite strong gains this year, Samsung Electronics and SK Hynix shares are even less expensive than their U.S. counterparts.
While it might be tempting to blame Nvidia for the shortage of HBM, it’s not alone in driving high-performance computing and demand for the memory HPC requires. South Korean memory manufacturer SK ...
Nvidia (NASDAQ:NVDA) is slated to use high-bandwidth memory chips from Samsung (OTCPK:SSNLF) for its artificial intelligence processors, Nikkei Asia reported. Nvidia is "spending a lot of money" on ...