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 ...

Professor Kim emphasized on the day that “HBM alone is insufficient to keep up with the pace of AI development” and stressed the need for a new memory with larger capacity. He compared the current HBM ...

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 ...

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

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 ...