Samsung reportedly declined an offer from NVIDIA's Jensen Huang that would have netted the company billions of dollars and ...

Micron's stock faced a pullback after a cautious report on memory growth. Explore why HBM and DRAM trends still signal ...

Samsung's challenges bringing HBM3e to market have been a boon for rival SK Hynix, which has become Nvidia's primary supplier of the memory. Micron has also managed to seize the moment with its ...

AI GPU accelerators with 6TB HBM memory could appear by 2035 as AI GPU die sizes set to shrink - but there's far worse coming up. Story by Efosa Udinmwen • 2d.

NVIDIA CEO Jensen Huang met with Samsung in 2018 to discuss co-developing HBM, cooperation in foundry to replace TSMC, and working together on CUDA.

The bottom line: We raise our fair value estimate for no-moat Micron to $115, from $100, after raising our HBM and total DRAM growth estimates over the next five years.