#HBM
articles
Technology
AI's Memory Stack: Bernstein Says Demand Is Spreading Beyond HBM
Bernstein sees AI's memory bottleneck broadening from HBM into DRAM, NAND and storage, with six Outperform names across ...
Technology
SK Hynix Bets $38 Billion on AI Memory Boom with Two New Fabs
The South Korean chip giant will build massive DRAM and NAND plants to feed AI demand, but production won't begin until ...
Companies
Samsung Q2 Profit Soars on AI-Fuelled Memory Boom, Beating Forecasts
Record demand for advanced memory chips driven by AI infrastructure pushed Samsung's net profit to 71.27 trillion won, f...
Companies
After 50% Crash, SK Hynix Trades at 4.5 Forward P/E — Is the Memory Cycle Misread?
SK Hynix stock plunged nearly 50% after a fourfold rally, compressed to a forward P/E of 4.5. But wafer-capacity math an...