TL;DR: Samsung is shifting DRAM production from HBM3/E modules to high-margin DDR5 RDIMM memory due to intense HBM market competition and soaring DDR5 prices. This strategy reallocates 80,000 wafers ...

Micron Technology, Inc. MU is benefiting from a sharp rise in demand for high-bandwidth memory (HBM), which has become a major driver of its dynamic random access memory (DRAM) growth. As artificial ...

Micron reported strong results as demand for high-bandwidth memory (HBM) chips explodes. DRAM pricing is also strong as manufacturers prioritize HBM chips destined for AI accelerators. Investors ...

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 ...

Forbes contributors publish independent expert analyses and insights. Covering Digital Storage Technology & Market. IEEE President in 2024 Several NAND flash manufacturers were discussing higher ...

Micron is gaining significant market share in the HBM DRAM segment, capitalizing on Samsung's recent setbacks and strong demand from AI leaders like Nvidia and AMD. Q3 FY25 results showed impressive ...

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 ...

Forbes contributors publish independent expert analyses and insights. During congressional hearing in the House of Representatives’ Energy & Commerce Committee Subcommittee of Communication and ...