Samsung’s profit triples, beating estimates as AI chip demand fuels memory shortage

Samsung Electronics reported an over three-fold surge in fourth-quarter profits, hitting a new record and beating analysts' ...

Will HBM Rewrite Micron Stock’s Boom-Bust Cycle?

This reasoning has been effective for decades. Memory has consistently been among the most cyclical industries within semiconductors.

SK hynix doubles down on HBM to cement unrivaled market lead

SK hynix expressed confidence Thursday in capturing an overwhelming share of the HBM4 market, replicating its dominance in earlier generations of high bandwidth ...

Samsung posts blockbuster chip profit as AI demand fuels HBM rally

Samsung’s chip unit beat forecasts with a five-fold profit surge as AI-driven demand for memory chips tightens supply and ...
Blockonomi

Samsung Breaks Into Nvidia’s AI Memory Supply Chain with HBM4 Chips

Samsung begins HBM4 chip production for Nvidia in February 2026. Micron sold out through 2026. Tight supply benefits all ...

SK hynix secures 70% of Nvidia's HBM orders for Vera Rubin: report

SK hynix wins ~70% of Nvidia’s HBM4 orders for Vera Rubin, beating estimates as AI memory demand surges. Get the latest stock ...
Forbes

Strong AI Revenue Lifts Micron Stock

Micron Technology (NASDAQ: MU) announced impressive Q3 FY’25 results (August fiscal year). Revenue increased by 37% year-over-year, reaching $9.3 billion, surpassing expectations, while adjusted ...