In a recent Market Pulse article,“Is Micron in a Bubble?”, I examined whether the sharp rise in Micron’s earnings and share price reflects another familiar memory-cycle peak or something more durable.

A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not a forecast of aggregate demand, which can be even larger as the backlogs ...

TL;DR: Samsung is shifting DRAM production from HBM3/E modules to high-margin DDR5 RDIMM memory due to intense HBM market competition and soaring DDR5 prices. This strategy reallocates 80,000 wafers ...

Micron Technology, Inc.’s stock is up 180% YTD – or 4X more YTD than AI heavyweight Nvidia. MU is expanding its presence within high bandwidth memory, or HBM, stating in Q4 that it has expanded its ...

Hudbay Minerals faces manageable operational challenges, with 2024 production guidance intact despite recent disruptions at Canadian and Peruvian sites. Gold output is expected to decline in 2024 due ...

L1 Long Short Fund, an investment management firm, released its second-quarter 2025 investor letter. The L1 Long Short Fund (LSF) portfolio generated a return of 12.2% for the June quarter, ...

SEOUL, Sept 12 (Reuters) - SK Hynix (000660.KS), opens new tab said on Friday it has completed its internal certification process for next generation high-bandwidth memory 4(HBM4) chips and ...

We recently published 10 Stocks With Whopping 11-97% Upside. Hudbay Minerals Inc. (NYSE:HBM) is one of the best-performing stocks on Wednesday. Hudbay Minerals grew its share prices for a second day ...

👨‍🔬 I'm a Nuclear Engineer with 10+ years of experience in nuclear power — from engineering ⚙️, operations ⚡, maintenance 🔧, emergency response 🚨, to capital projects 💰. I don’t know everything, ...

Generative AI is arguably the most complex application that humankind has ever created, and the math behind it is incredibly complex even if the results are simple enough to understand. GenAI also it ...

Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of forecasting scenarios, SK Hynix's monopoly over HBM will eventually come to an ...