TL;DR: Samsung is set to launch next-gen HBM4 memory with its advanced 1c DRAM core die, targeting mass production in late 2025. Under Vice Chairman Jeon Young-hyun's leadership, Samsung aims to ...
TOKYO, December 12, 2025--(BUSINESS WIRE)--Kioxia Corporation, a world leader in memory solutions, today announced the development of highly stackable oxide-semiconductor channel transistors that will ...
Applied Materials shares have dropped 22% since I last wrote about them, but I still believe AI-driven DRAM demand will boost their growth, making the stock a strong buy. New AI models like OpenAI’s ...
Since its 1970 debut, DRAM has supplanted magnetic core memory as an essential element in von Neumann's computer architecture. By the mid-1980s, fueled by the popularity of PCs and workstations, DRAM ...
Micron's DRAM results in the past several quarters are weak when compared to HBM3 market leader SK Hynix. As the memory market improves from its year-long super-cyclical downturn, Micron's DRAM growth ...