It looks like Samsung may be partnering up with Nvidia. Samsung Electronics said on Friday it is in “close discussion” to supply its next-generation high-bandwidth memory (HBM) chips, or HBM4, to ...

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 ...

Abstract: The proliferation of machine-learning workloads has accelerated the demand for higher memory bandwidth in modern systems. HBM DRAM was developed to break through the system-performance limit ...

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 ...

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Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. It has created DRAM that stacks higher and runs ...

Micron Technology, Inc. MU confirmed during its third-quarter fiscal 2025earnings callthat its entire High Bandwidth Memory (“HBM”) supply for calendar year 2025 is sold out. This indicates strong ...

Micron's leadership in high-bandwidth memory makes it a critical enabler of AI infrastructure, with demand outpacing supply and sold-out capacity through 2025. HBM market exploding from $4B (2023) to ...