Fueled by strong AI demand, U.S. memory giant Micron expects a solid strong third quarter for fiscal 2025, projecting a 9% quarter-over-quarter revenue increase to $8.8 billion, according to its press release. Meanwhile, profit is projected at $1.57 per share, above the expected $1.48, as per Bloomb...

As NVIDIA rolls out its next-gen GB300 AI chip, memory giants are racing to secure HBM3E supply deals. While SK hynix has reportedly secured a 12H HBM3E contract for the chip, NVIDIA CEO Jensen Huang expressed optimism that Samsung’s HBM3E could be used in Blackwell Ultra, according to Yonhap news...

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 and DDR3 demand remains relatively weak, but their spot prices are rising alongside DDR5's rebound. As for NAND flash, prices have stabilized, but the spot market sees the increase as driven by production cuts rath...

With SK hynix reportedly securing exclusive 12H HBM3E supply to NVIDIA’s GB300 AI chip, the South Korean memory giant has now come up with more good news. According to its press release, the company has shipped the world’s first 12-layer HBM4 samples to major customers. Leveraging its HBM exp...

With NVIDIA unveiling its next-gen GB300 AI chip at GTC 2025, SK hynix stands to benefit as the exclusive supplier of 12H HBM3E for the Blackwell Ultra, according to South Korean media outlet Business Post. In addition, SK hynix could further strengthen its HBM lead, as the report suggests its HB...