The Chosun Ilbo on MSN

HBF to surpass HBM demand by 2038

As SK Hynix and Samsung Electronics compete for global dominance in HBM (High Bandwidth Memory), projections suggest that HBF ...
SK Hynix beats rival Samsung Electronics in profits for 2025 for the first time ever, as the memory maker retains a lead in ...
The Chosun Ilbo on MSN

HBF to drive AI leap after HBM

In the artificial intelligence (AI) era, 100TB of memory per person will be required. This is the so-called ‘memory-hungry’ ...
High-bandwidth memory, or HBM, has become one of the most lucrative niches in semiconductors, benefiting from explosive ...
Samsung Electronics reported an over three-fold surge in fourth-quarter profits, hitting a new record and beating analysts' ...
A new memory chip company backed by SoftBank just signed a deal with Intel to build next-generation computer memory. Saimemory, which SoftBank only set up two months ago in December 2024, announced ...
SK hynix’s emergence as a pivotal player in the global artificial intelligence semiconductor market is the result of long-term strategic planning anchored in hi ...
Micron Technology (NasdaqGS:MU) announced a $24 billion investment in a new advanced wafer fabrication facility in Singapore. The expansion includes increased high bandwidth memory (HBM) manufacturing ...
Falls despite $500 price target from Phillip Securities. Analyst sees HBM4 gains vs SK Hynix. Down 5% Friday, 1% Monday.
SK hynix wins ~70% of Nvidia’s HBM4 orders for Vera Rubin, beating estimates as AI memory demand surges. Get the latest stock ...
This reasoning has been effective for decades. Memory has consistently been among the most cyclical industries within semiconductors.