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 ...

What just happened? SK Hynix says it has already sold out next year's supply of its key semiconductor products, driven by intense demand for high-performance memory chips for artificial intelligence ...

Micron reported strong results as demand for high-bandwidth memory (HBM) chips explodes. DRAM pricing is also strong as manufacturers prioritize HBM chips destined for AI accelerators. Investors ...

Micron Technology, Inc. MU is experiencing a surge in demand for its High Bandwidth Memory (“HBM”), driven by the rapid adoption of artificial intelligence (AI). On its third-quarter fiscal ...

The big picture: SK Hynix, one of the largest semiconductor vendors and manufacturers in the world, recently confirmed that the AI boom is far from over. Market prospects remain strong, even under the ...

Forbes contributors publish independent expert analyses and insights. Covering Digital Storage Technology & Market. IEEE President in 2024 Several NAND flash manufacturers were discussing higher ...

Micron (MU) got caught up in a string of bad data points about memory, which dragged the stock down by almost 11% since its highs of late June, of around $128 per share, to $114 at current levels. Its ...

Micron is gaining significant market share in the HBM DRAM segment, capitalizing on Samsung's recent setbacks and strong demand from AI leaders like Nvidia and AMD. Q3 FY25 results showed impressive ...

Micron Technology, Inc. MU confirmed during its third-quarter fiscal 2025earnings callthat its entire High Bandwidth Memory (“HBM”) supply for calendar year 2025 is sold out. This indicates strong ...

Forbes contributors publish independent expert analyses and insights. During congressional hearing in the House of Representatives’ Energy & Commerce Committee Subcommittee of Communication and ...