Browsing Tag
HBM
10 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.
SK Hynix files SEC prospectus for biggest ever US listing by a foreign company, targets $28 billion
SK Hynix launches $28 billion Nasdaq ADR listing under symbol SKHY, set to trade July 10 in the biggest ever US listing by a foreign company. Read more.
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 Copper World and Cactus turn Hudbay into a larger North American copper player?
Hudbay’s Arizona Sonoran acquisition gives HBM a larger U.S. copper platform, critical minerals exposure and a clearer Arizona growth pipeline.
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!
Aehr Test (NASDAQ: AEHR) AI burn-in pivot meets the Q4 FY26 reporting test ahead
Aehr Test (NASDAQ: AEHR) landed its biggest hyperscaler order ever. The Q4 FY26 print is where the AI burn-in pivot finally gets tested.
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.
SK hynix commits $13.4bn to South Korean AI chip packaging plant and R&D hub
SK hynix is investing $13.4B in a South Korean AI chip packaging facility. Find out what this means for AI memory leadership and global semiconductor supply chains.
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.