Will HBM Rewrite Micron Stock’s Boom-Bust Cycle?

This reasoning has been effective for decades. Memory has consistently been among the most cyclical industries within semiconductors.

Samsung’s profit triples, beating estimates as AI chip demand fuels memory shortage

Samsung Electronics reported an over three-fold surge in fourth-quarter profits, hitting a new record and beating analysts' ...

Samsung and Nvidia set to join forces for HBM4 memory modules in Vera Rubin

HBM4 shifts from component upgrade to system driver in Nvidia and Samsung’s Rubin strategy for large-scale AI compute ...

Samsung posts blockbuster chip profit as AI demand fuels HBM rally

Samsung’s chip unit beat forecasts with a five-fold profit surge as AI-driven demand for memory chips tightens supply and ...
Blockonomi

Samsung Breaks Into Nvidia’s AI Memory Supply Chain with HBM4 Chips

Samsung begins HBM4 chip production for Nvidia in February 2026. Micron sold out through 2026. Tight supply benefits all ...

Micron: Here's What I Underestimated About The AI Memory Upside

Micron's latest upsurge reflects that AI-driven upside extends beyond HBM, as accelerating DRAM and NAND pricing, reinforced ...
Forbes

Strong AI Revenue Lifts Micron Stock

Micron Technology (NASDAQ: MU) announced impressive Q3 FY’25 results (August fiscal year). Revenue increased by 37% year-over-year, reaching $9.3 billion, surpassing expectations, while adjusted ...