Professor Kim emphasized on the day that “HBM alone is insufficient to keep up with the pace of AI development” and stressed the need for a new memory with larger capacity. He compared the current HBM ...

Micron's leadership in high-bandwidth memory makes it a critical enabler of AI infrastructure, with demand outpacing supply and sold-out capacity through 2025. HBM market exploding from $4B (2023) to ...

HBM memory, the critical memory component for proper AI development and application, has experienced an existential demand crisis in 2025. Analysts estimate the peak of the crisis won’t be seen until ...

HBM isn't new to the technology space. It's a form of sophisticated memory used in high-performance applications, including AI processors, graphics processing units, and data centers. What ...

AI-driven HBM shift, 2026 sold-out contracts, rising margins and EPS amid low valuation. Read more macro analysis here.