Should You Buy Micron Stock After the Dip? Wall Street Has a Clear Answer for Investors.
Micron Technology (NASDAQ: MU) stock surged nearly 80% in early 2024 and reached an all-time high of $153.14 on solid ...
Applied Materials: Q4, Growing Advanced Packaging Business
Applied Materials is expected to double its advanced packaging business in the coming years. Read why I reiterate a Buy ...
The Next Platform11d
We Can’t Get Enough HBM, Or Stack It Up High Enough
There are lots of ways that we might build out the memory capacity and memory bandwidth of compute engines to drive AI and ...
Digi Times9d
Bolstered by US partnerships, Micron's HBM3E progress outpaces Samsung
The competition in the high bandwidth memory (HBM) market intensifies between South Korea's two major DRAM giants, Samsung ...
Fudzilla6d
Samsung says sorry for profit plunge
We dropped the ball on AI Samsung's profit has plunged dramatically with "around $126 billion wiped off its market value," ...
CNBC on MSN9d
How Samsung fell behind in the AI boom leading to a $126 billion wipeout
Samsung Electronics was once the dominant player in a type of semiconductor known as memory, putting it in a great position ...
Digi Times6d
Adata aims for NT$40 billion in annual revenue, poised to achieve second-highest record
Adata reported October 2024 revenue of NT$34.1 billion (approx. US$1.06 billion), driven by increased DRAM shipments. The ...
Electronics Weekly10d
DRAM capacity to expand 25% next year
DRAM bit output will rise 25% YoY  in 2025 says TrendForce. Without Chinese expansion it would be 21%, but China’s capacity is mainly for the domestic ...
Morningstar6d
Delay in Cutting Edge HBM Production Weighs on Samsung's Profitability
Looking ahead, however, the ratio of HBM to SK Hynix's sales will not increase significantly from here as we believe shipments of general DRAM will recover as investment in general-purpose servers ...