Latest News for: hbm

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Cracks in the AI Monolith: Micron Shares Slump on Tepid Q3 Guidance Despite Record HBM Demand

The Call 20 Mar 2026
The company recorded revenue of $23.86 billion, a nearly 200% increase year-over-year, driven by the insatiable demand for High-Bandwidth Memory (HBM) used in AI data centers.
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Micron’s AI-Fueled 'Supercycle': Earnings Preview as HBM Demand Hits Fever Pitch

The Call 18 Mar 2026
This represents a monumental year-over-year increase of roughly 457%, a growth trajectory that highlights the premium pricing power Micron currently wields in the HBM market ... HBM production is ...
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SK hynix highlights HBM leadership during Nvidia tech conference

Yonhap News 17 Mar 2026
SEOUL, March 17 (Yonhap) -- SK hynix Inc. said Tuesday it will participate in th ....
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(2nd LD) Samsung vows to triple HBM production, unveils HBM4E sample

Yonhap News 17 Mar 2026
SEOUL, March 17 (Yonhap) -- Samsung Electronics Co. is planning to triple its pr ....
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SK hynix's cashable assets more than double in 2025 on HBM boom

Yonhap News 17 Mar 2026
SEOUL, March 17 (Yonhap) -- The combined amount of cashable assets of SK hynix I ....
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Micron Technology (MU) Earnings Preview: Wedbush Targets $500 Amid HBM Explosion

The Call 17 Mar 2026
According to industry checks, Micron’s entire HBM production capacity for the remainder of the 2026 calendar year is already 100% sold out under binding long-term agreements ... and Europe recognize that HBM capacity is a strategic national asset.
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SK hynix spends 6.7 tln won on R&D last year amid HBM boom: data

Yonhap News 15 Mar 2026
SEOUL, March 15 (Yonhap) -- SK hynix Inc. poured 6.7 trillion won (US$4.4 billio ....
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SK hynix spends $4.4 bil. on R&D last year amid HBM boom: data

Korea Times 15 Mar 2026
... demand for high bandwidth memory (HBM) products in the wake of the global artificial intelligence (AI) boom, data showed Sunday ... SK hynix is expected to further strengthen its HBM business this .
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US’s biggest memory-chip maker, Boise’s Micron, booms as never before in AI rush

Idaho Statesman 11 Mar 2026
Micron is spending billions of dollars to meet AI-driven demand for memory chips ... .
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Rayence Expands High-Speed CMOS X-ray Detector "Flash Series" for Semiconductor AXI and 3D X-ray CT Inspection in AI and HBM Manufacturing

PR Newswire 05 Mar 2026
AI chips and HBM devices feature complex multi-layered and stacked chip structures, making micron-level internal defect detection highly challenging ... Indeed, it is optimized for inspecting HBM and AI ...
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SK Hynix’s $15 Billion HBM Gambit: Cementing Dominance in the Global AI Memory Arms Race

The Call 25 Feb 2026
000660) has formalized a massive $15.1 billion (20 trillion won) commitment to its M15X fab in Cheongju, specifically designed to churn out the next generation of High Bandwidth Memory (HBM).
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Report (HBM InvestorPresentation February 2026 final) (HudBay Minerals Inc)

Public Technologies 22 Feb 2026
). INVESTOR PRESENTATION. FEBRUARY 2026. Cautionary Information 2 ... INVESTOR PRESENTATION / FEBRUARY 2026 ... dollars unless otherwise noted ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM A ... HBM.
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Q4 (HBM 2025 12 31 Quarterly Financial Statements) (HudBay Minerals Inc)

Public Technologies 20 Feb 2026
). Consolidated Balance Sheets (Unaudited and in millions of US dollars). ‌Dec. 31,. Dec. 31,. 2025. 2024. Assets. Current assets. Cash and cash equivalents. $ 568.9. $ 541.8. Short-term investments. -. 40.0. Trade and other receivables. 377.8. 235.5. Inventories ... 15.2.
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Q4 2025 Earnings Presentation (HBM Q42025 ResultsPresentation final) (HudBay Minerals Inc)

Public Technologies 20 Feb 2026
) ‌Q4 2025 Results Presentation. February 20, 2026. 2. ‌Cautionary Information ... Forward-looking information is not, and cannot be, a guarantee of future results or events ... Messrs ... HBM ... Current ... +9% ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM ... HBM.
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HBF challenges HBM

Eweekly 17 Feb 2026
Used with the Blackwell B200, HBF delivered a performance per watt improvement of 2.69× over HBM, says Hynix ... Nvidia recently paid Groq $20 billion for inferencing technology which eliminates the need for HBM.

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