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Tag

HBM

3 articles

U.S. Equities20d ago

Micron's HBM Ramp Could Drive Stock 70% Higher by Year-End

Micron's plan to triple high-bandwidth memory output by late 2026 should sustain gross margin expansion above 70 percent and deliver outsized earnings beats through fiscal year-end.

U.S. Equities27d ago

SK Hynix Upgraded to Buy With $250 Target as HBM Demand Tightens

Bank of America raises its price target 45 percent on strong high-bandwidth memory supply constraints and expanding long-term contracts

Technology164d ago

Samsung Labor Strife Threatens Global RAM Supply: AI Infrastructure at Risk

Potential production cuts at Samsung Electronics due to ongoing labor protests could severely exacerbate the already tight global memory market, impacting enterprise cloud buildouts and AI development.