SK Hynix Bets $13 Billion To Lock In AI Memory Dominance

SK Hynix, Samsung, TSMC, and Micron are investing billions to meet demand for high-bandwidth memory and advanced chips for ...

SK Hynix doubles down on high-bandwidth memory with $12.9 billion packaging plant

SK Hynix recently announced a major investment in a new South Korean plant. The Icheon-based company will spend $12.9 billion to develop a facility dedicated to advanced ...

Stock Market Today, Jan. 2: Micron Surges as Bernstein Hikes Price Target 20%

Today, Jan. 2, 2026, Micron surges into 2026 as Bernstein points to AI-fueled memory demand. Micron Technology ( MU +10.45%), ...
Morningstar

Credo Unveils Industry’s First Memory Fanout Gearbox for Scalable, High-Bandwidth AI Inference

Weaver—the First Product in Credo’s OmniConnect Family—Overcomes Memory Bottlenecks in AI Inference Workloads to Boost Memory Density and Throughput Credo Technology Group Holding Ltd (Credo) (NASDAQ: ...
Seeking Alpha

Micron's Nvidia Moment Is Here

Micron is experiencing explosive demand for high-bandwidth memory, driving significant margin and earnings expansion. Q1 2026 results showed 21% QoQ revenue growth and gross margins at 57%, up 17 ...
Electronic Design

HBM4 Fuels Next-Gen AI with Unprecedented Memory Bandwidth

The debut of DeepSeek R1 sent ripples through the AI community, not just for its capabilities, but also for the sheer scale of its development. The 671-billion-parameter, open-source language model’s ...