A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not a forecast of aggregate demand, which can be even larger as the backlogs ...

TL;DR: Samsung is shifting DRAM production from HBM3/E modules to high-margin DDR5 RDIMM memory due to intense HBM market competition and soaring DDR5 prices. This strategy reallocates 80,000 wafers ...

Micron Technology, Inc.’s stock is up 180% YTD – or 4X more YTD than AI heavyweight Nvidia. MU is expanding its presence within high bandwidth memory, or HBM, stating in Q4 that it has expanded its ...

The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance ...

L1 Long Short Fund, an investment management firm, released its second-quarter 2025 investor letter. The L1 Long Short Fund (LSF) portfolio generated a return of 12.2% for the June quarter, ...

We recently published 10 Stocks With Whopping 11-97% Upside. Hudbay Minerals Inc. (NYSE:HBM) is one of the best-performing stocks on Wednesday. Hudbay Minerals grew its share prices for a second day ...

Memory bandwidth is limiting the flow of huge datasets that are needed to train AI models. There is much more data to process, store, and retrieve, but the speed at which that data moves through ...

Simply sign up to the US-China relations myFT Digest -- delivered directly to your inbox. China wants the US to ease export controls on a critical component for artificial intelligence chips as part ...

👨‍🔬 I'm a Nuclear Engineer with 10+ years of experience in nuclear power — from engineering ⚙️, operations ⚡, maintenance 🔧, emergency response 🚨, to capital projects 💰. I don’t know everything, ...

HBM's Nuclear Tech mod adds various detailed machines and methods to create mass-destruction weapons (Image via CurseForge/HBMTheBobcat) Even though Minecraft is a simple survival game, some mods make ...

Professor Kim Joung-ho of the Korea Advanced Institute of Science & Technology (KAIST), widely recognized as a leading expert in high-bandwidth memory (HBM) design, will present a 15-year roadmap for ...