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High-Bandwidth Memory

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Micron Ramps $200 Billion U.S. Fabs as AI Memory Shortage Leaves 2026 HBM Sold Out

Investments target chronic supply constraints that have turned memory into a strategic bottleneck.

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

Samsung’s HBM4 Leads Nvidia’s Late-Stage Tests for Rubin as Contract Decisions Near

Micron Reportedly Plans ¥1.5 Trillion HBM Fab in Hiroshima Backed by Japanese Subsidies

Samsung Reportedly Clears Nvidia’s HBM3E Qualification, Turbocharging Shares and the Memory Outlook

Samsung Passes Nvidia's HBM3E Quality Test, Joining the Supply Chain

Micron Poised for Q3 Earnings Release After 95% Stock Surge

Micron Pledges $200 Billion to Expand U.S. Memory Manufacturing With Trump Administration Backing