HBM

Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.

Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall.

SK hynix overtook Samsung Electronics on Monday to become South Korea’s most valuable listed company.

Risks are emerging despite billions of dollars of US investment in domestic semiconductor supply chains

Technology may solve HBM's critical heating problem

Micron’s planned $24 billion NAND flash expansion in Singapore will require 400 to 500 power transformers, which is more than double the 100 to 150 units a standard wafer fab typically needs.

SK Group chairman Chey Tae-won told reporters at Nvidia's GTC conference in San Jose on Monday that the global memory chip shortage is likely to persist for another four to five years.

Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.