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SHOCKING: Hbm - You Need To See This

Micron vs. SK hynix: One Stock Rules AI Memory. The Other Has More Room to Run.

SK hynix rules AI memory with a 58% share, but Micron just posted better margins and is closing in fast. Both feed Nvidia's chips. Here's which memory stock is the smarter buy in the HBM supercycle.

Barchart

Broadcom’s $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become

Broadcom and Samsung signed a five-year, $200 billion deal for memory chips, including HBM, and potential advanced packaging collaboration to support Broadcom's AI accelerator growth.

MarketBeat

SK Hynix Stock Is Set for a Blockbuster U.S. Debut Amid Reports of Stark Oversubscription. How to Play SKHY After July 10.

The company's valuation is projected to be $28 billion with its listing in the U.S.

Barchart

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Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to surge

Nanya Technology plans capex of more than TW$200 billion ($6.2 billion) in 2027, roughly four times its budget for this year.

Tom’s Hardware

Retail Preps for SK Hynix US Listing: 'Dumping All My MU for This'

Retail traders are lining up for SK Hynix’s U.S. debut on Friday, treating the Korean memory giant as the pure-play way to ride the DRAM and HBM supercycle — and, in many cases, as a straight swap-out of Micron Technology Inc. (NASDAQ:MU).

Benzinga

Anthropic's Claude to help Micron design better HBM, DRAM, and SSD for AI even as both companies refuse to address computational storage directly

AI-designed solutions for AI-designated consumption?

TechRadar

Copper Stocks Are Getting a Bigger Spotlight as Gold’s Rally Cracks

Copper futures are up over 8% YTD as gold falls 7%. HudBay Minerals and Teck Resources are two producers positioned to benefit from rising copper demand.

MarketBeat

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South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support

President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.

Tom’s Hardware

Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production

Samsung, SK hynix, and Micron were sued on June 25th in the U.S. District Court for the Northern District of California.

Tom’s Hardware

Yes, the bad news on the RAM crisis has been relentless lately — but Asus and SK Hynix just gave us glimmers of hope that some relief could be on the horizon

The RAM crisis gloom has been thick and heavy lately — so are you ready for some better news?

TechRadar

3 Reasons SK Hynix Could Outperform Micron Over the Next Decade

The next decade in memory may belong to the company with the strongest HBM grip, and right now that looks like SK Hynix.

Barchart

Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market value

SK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Backed by early investment and Nvidia demand, the company transformed from a struggling memory maker into a global semiconductor leader.

The Economic Times

SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM

SK hynix overtook Samsung Electronics on Monday to become South Korea’s most valuable listed company.

Tom’s Hardware

SK hynix unveils 'iHBM' thermal architecture that cools AI memory at the source — integrated cooling elements inside HBM interface cut thermal resistance by 30%, target next-gen HBM5 accelerators and dense AI data centers

SK hynix has unveiled iHBM, a new thermal packaging architecture that embeds cooling elements directly into the HBM interface layer, reducing thermal resistance by 30% and helping future AI accelerators avoid performance-killing thermal throttling.

Tom’s Hardware

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MarketBeat

The Copper Shortage Is Coming—These 3 Miners Are Ready

Rising copper demand and aging mines are setting up a supply shortage. Here are three small-cap copper stocks investors may want to consider now.

Barchart

Micron Stock Price Prediction: Can MU Touch $270 in 2025?

Micron appears to be entering one of its strongest multi-year growth phases.

Tom’s Hardware

Phison CEO claims NAND shortage could last a staggering 10 years — says memory 'supercycle' imminent and 'severe' 2026 shortages are at hand

Phison CEO Pua Khein-Seng has claimed in an interview this week that the upcoming forecasted NAND flash shortage will last "for the next ten years", rather than the more optimistic 1 year claimed by other industry insiders. The negative implications of the AI boom continue to grow by the day.

Benzinga

Micron Impresses Wall Street With Strong Q3 Earnings, 'Continued Strength In AI Data Center'

Micron Technology Inc (NASDAQ:MU) shares fell Thursday in early trading, despite the company on Wednesday reporting upbeat fiscal third-quarter earnings.

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Tom’s Hardware

Suspected SK hynix HBM tech leaker arrested boarding flight to China

A man suspected of attempting to smuggle SK hynix tech secrets to China was apprehended at South Korea’s Incheon International Airport earlier this month

MarketBeat

Top Growth Picks: 3 Low-Cost Stocks That Could Double in Value

Here are three low-priced stocks you can buy today that are positioned in sector that make them solid choices to double in 2025

Fortune

Singapore slots itself into AI supply chain with a $7 billion investment from Micron

It’s Singapore’s first facility dealing with HBM, part of the AI chips that are powering companies like Nvidia and TSMC to new heights.

StockNews.com

Hudbay Minerals Inc.: A Mining Stock to Consider Amidst Commodity Demand?

Hudbay Minerals (HBM) easily beat the analysts’ expectations on the top and bottom lines in the third quarter of 2024. Solid market demand for minerals, strategic alliances, favorable regulatory outcomes, and robust financial performance are key drivers of the company’s continued growth. So, let’s determine whether Hudbay Minerals is an…

StockNews.com

3 Materials Stocks to Watch as Demand Rebounds

As industries evolve and economies expand, materials like gold, copper, and steel are key to driving progress. From infrastructure to innovative technologies, the materials industry is vital for global development. Thus, investors looking to capitalize on this growth could explore stable stocks Freeport-McMoRan (FCX), Nucor (NUE), and Hudbay Minerals (HBM).…

Tom’s Hardware

China's CXMT begins mass-producing HBM2 memory well ahead of schedule — 2026 was the previously telegraphed target

China-based memory maker CXMT begins to mass produce HBM2 memory, well ahead of telegraphed mass production in 2026.

Fortune

Nvidia’s Jensen Huang plays down competition worries as key supplier disappoints with subdued expectations for AI chip sales

Hype for AI is so feverish that even meeting expectations isn’t enough for investors.

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