HBM

Is the HBM market landscape about to shift? Nvidia's Rubin shipments are expected to increase, leading to a race between storage giants.

While HBM3E prices continue to climb, leading storage manufacturers have launched a new round of market share battles s...

Stock
2026-01-12
Is the HBM market landscape about to shift? Nvidia's Rubin shipments are expected to increase, leading to a race between storage giants.

Latest US Stock Ratings | Huatai Securities maintains "Buy" rating on Micron Technology with a target price of $360.

The following are the latest ratings and target prices for US stocks from various brokerage firms: Guotai Haitong Give ...

Stock
2026-01-12

Storage giants join Google Blockchain! SK Hynix uses this opportunity to solidify its leading position in HBM.

With the rise of Google's seventh-generation TPU, the demand for HBM may continue to grow. According to reports fro...

Stock
2026-01-12
Storage giants join Google Blockchain! SK Hynix uses this opportunity to solidify its leading position in HBM.

HBM4 price increases fueled a surge in the US storage sector, with Micron Technology's stock price hitting a new all-time high.

Influenced by positive industry signals from the HBM4 price increase, the US memory chip... Micron Technology, a major ...

Stock
2026-01-12
HBM4 price increases fueled a surge in the US storage sector, with Micron Technology's stock price hitting a new all-time high.

Is there no end to the iteration of storage technology? Giants are betting heavily on HBF; even the "father of HBM" is optimistic.

With the rapid growth of the AI ​​inference market, the storage industry is gradually entering the "post-HBM era&q...

Stock
2026-01-12
Is there no end to the iteration of storage technology? Giants are betting heavily on HBF; even the "father of HBM" is optimistic.

On the eve of the release of the new generation HBM, rumors circulated that Samsung was cutting prices to grab market share from older models, but this is unlikely to shake up the DRAM memory market.

According to Digitimes, memory chip giant Samsung Electronics will offer a 30% price cut on its 12-layer HBM3E memory c...

Stock
2026-01-12

Original manufacturers have stopped quoting prices, and storage prices continue to rise! Industry insiders are exclaiming, "This is unprecedented!"

"What's special about this price increase is that, in all my years in this industry, I've never seen a pri...

Stock
2026-01-12
Original manufacturers have stopped quoting prices, and storage prices continue to rise! Industry insiders are exclaiming, "This is unprecedented!"