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Susquehanna forecasts Samsung’s share of the HBM market rising to about 22% by 2027. It estimates HBM will make up around 10% ...
Micron—which recently decided to exit the consumer RAM and storage markets but is still selling its products to other businesses—also reported a big boost to net income year over year, from $1.87 ...
Samsung Electronics is set to report preliminary fourth-quarter results on Thursday, with Macquarie telling clients that “soaring DRAM/NAND prices suggest strong quarterly earnings ahead.” ...
Expanded DRAM and HBM output is expected to relieve infrastructure bottlenecks for hyperscalers and data centers amid rising AI demand. Samsung Electronics has said it will begin mass-producing its ...
Commerce Secretary Howard Lutnick is warning memory chipmakers that skipping US investment could mean duties up to 100%. If ...