Browsing Tag
DRAM
12 posts
SK Hynix (SKHYV) Nasdaq debut raises $26.5bn, second-largest US IPO ever after SpaceX
SK Hynix (SKHY) opens at $170 in $26.5B Nasdaq debut, +14% from $149; CEO Kwak says memory crunch persists beyond 2030 as Micron valuation discount closes.
MU stock surges 15% on record Micron Q3 revenue and HBM4 ramp
Micron Technology NASDAQ MU beats Q3 estimates with $41.46B revenue as 16 Strategic Customer Agreements lock in $100B and HBM4 ramps. Read full analysis.
Could DRAM and advanced packaging make AMAT a bigger AI infrastructure winner?
Applied Materials’ new DRAM, packaging and eBeam systems strengthen AMAT’s role in AI chip manufacturing, HBM scaling and semiconductor equipment growth.
Could Micron’s Anthropic deal prove memory is no longer the boring part of AI?
Find out how Micron’s Anthropic AI infrastructure agreement could affect MU stock, HBM demand, Claude growth and semiconductor competition today!
Why Micron Technology and Western Digital are becoming key AI infrastructure stocks in 2026
AI demand is turning memory chips into a market battleground. Find out why Micron and Western Digital stocks are back in focus.
SK hynix near all-time high as record Q1 2026 earnings confirm AI memory supercycle thesis
SK hynix posts record Q1 2026 results: 37.61 trillion won operating profit at 72% margin. What the numbers mean for AI memory and semiconductor investors. Read more.
What makes high-bandwidth memory the next battleground in AI hardware economics?
High-bandwidth memory is redefining AI hardware economics. Discover why HBM is now the biggest bottleneck—and opportunity—in the AI infrastructure race.
Can Micron become the third pillar in the global AI memory race after SK Hynix and Samsung?
Micron is investing $9.6B to build HBM chips in Japan. Can it rival SK Hynix and Samsung to reshape the global AI memory market? Read the full analysis.
Can Micron’s $9.6bn Japan factory challenge Samsung and SK Hynix in AI memory?
Micron to invest $9.6 billion in Japan to build a next-gen HBM chip facility by 2028. Learn how it reshapes AI memory supply and Japan’s chip ambitions.
Lam Research launches Akara and ALTUS Halo to advance semiconductor manufacturing
Lam Research Corporation has introduced two semiconductor manufacturing technologies designed to overcome critical scaling challenges in the chip…