Tag
hbm
5 articles
SK Hynix Stock Remains a Buy: HBM and DRAM Sold Out Through 2029
The memory leader posted a 328 percent revenue surge in Q3, exceeded analyst expectations, and announced a $14.9 billion share buyback program.
Samsung Cedes HBM Base Die Production to TSMC for Nvidia
Samsung will now outsource the base die for Nvidia's custom HBM4E memory to TSMC's 3nm process, joining SK Hynix and Micron in standardizing around a single supplier.
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.
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
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.