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

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

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

The memory industry faced shortage issues in the past but those were partially due to the changing of memory format. When the ...

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

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

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