HBM
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techMicron Technology's New York Megafab Moves Ahead of Schedule, Securing US AI Memory Dominance
Micron's $100 billion Clay, New York megafab is progressing faster than expected, with Bechtel as EPC partner. The project aims for 40% domestic DRAM production, first wafers in 2030, and strengthens US AI chip supply chains.
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financeSK Hynix Surpasses Samsung as South Korea's Top Company
SK Hynix claims the title of South Korea's most valuable company, driven by AI hardware demand and significant market share in HBM chips.
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techMicron Technology Set for Surging Earnings Amid AI Demand
Micron Technology anticipates a staggering 1,000% profit growth in Q3 2026, driven by robust AI memory demand.
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techAI Memory Boom Squeezes Consumer Tech as Chipmakers Pivot Production
Samsung, SK Hynix, and Micron have shifted 93% of capacity to AI memory, driving up consumer electronics costs and extending chip shortages through 2030.
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financeSK Hynix Selects Nasdaq for $14 Billion US Listing Amid AI Chip Boom
South Korean memory giant SK Hynix targets an August 2026 Nasdaq debut via ADRs. The move aims to raise $14 billion for HBM expansion as its market cap surpasses $1 trillion.
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financeWells Fargo Doubles Micron Target to $1,220 on AI Memory Boom
Wells Fargo more than doubles its price target for Micron Technology to $1,220, citing tight supply and AI demand.
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techSamsung Chip Chief Talks Next-Gen Foundry with Nvidia CEO
Samsung's co-CEO discussed next-generation foundry chips with Nvidia's Jensen Huang, including HBM and AI accelerator production.
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financeSK Hynix Drops Out of $1 Trillion Club After 10 Days
South Korean chipmaker SK Hynix's market cap falls to $943B after a sharp selloff, ending its brief stint among trillion-dollar firms.