SK Hynix is reportedly expanding its production of fifth-generation, 12-layer HBM3E, with Hanmi Semiconductor and ASMPT ...

South Korean memory makers SK Hynix and Samsung Electronics saw their North American revenue grow in 2024, but looming ...

JPMorgan sees Hanmi Semiconductor as top beneficiary in AI and HBM boom JPMorgan sets target price of $104.21 for Hanmi ...

The NAND market is somewhat more fragmented ... 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 ...

SK hynix has announced its highest-ever profits in 2024, riding off of the AI demand wave with its market-leading HBM memory. The South Korean memory giant posted its best-ever yearly earnings in ...

Still, its timeline for HBM4 is still in 2026, lagging behind SK hynix. As HBM is the major incremental growth opportunity in the memory market, I view these competitive positioning dynamics as a ...

Micron Technology (MU) aims to bolster its position in the high-bandwidth memory (HBM) market. The company plans to ramp up production of its ...

Samsung Electronics has nominated two top chip executives, Jun Young-hyun and Song Jai-hyuk, to its board as the company aims ...

SK hynix has dominated the HBM market since it began providing its HBM to Nvidia Corp., whose graphic processing units (GPUs) are critical for AI computing. In the fourth quarter, HBM sales ...

We are more conservative in our assessment of Micron's ability to expand its share of the HBM market. Based on the plans of Micron and its competition (Samsung, SK Hynix) to increase production of ...

The HBM market is currently led by SK hynix and Samsung, with Micron Technology (NASDAQ:MU) playing a smaller role. SK hynix was the first to mass-produce 8-layer HBM3E in early 2024 and started ...