Meet the Unstoppable Memory ETF With 74.7% of Its Portfolio Parked in Micron, Samsung, and SK Hynix

This ETF launched in April, and it has already more than doubled.

Qualcomm's new high bandwidth compute looks to tackle costs of high bandwidth memory

Taking the high, stacked LPDDR road?
TweakTown

Samsung's 2026 profit to surpass its entire 40-year cumulative earnings

Samsung is set to earn more profit in 2026 than it did in the previous 40 years, fueled by AI memory demand and semiconductor ...

Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy

Technology stocks are getting hammered today as investors react to a broad market sell-off, and memory-chip maker Micron ...
24/7 Wall St.

South Korea’s $590B Chip Bet Has Semiconductor ETFs Buzzing, but Memory Cycles Have Burned Believers Before

The South Korean Ministry of Trade, Industry and Resources (MOTIR) announced a $590 billion A.I. and HBM Chip production ...
Ars Technica

High Bandwidth Memory + High Bandwidth Flash in the same memory stack

High Bandwidth Memory (HBM) is the commonly used type of DRAM for data center GPUs like NVIDIA's H200 and AMD's MI325X. High Bandwidth Flash (HBF) is a stack of flash chips with an HBM interface. What ...

Micron Is Up 900% - Here's Why The AI Memory Trade May Still Have Room To Run

Memory stocks are surging as AI fuels HBM/DRAM/NAND shortages and pricing power at Micron, Samsung, SK Hynix. Click for more.

Can Micron Stock Survive China’s Memory Playbook?

AI servers are driving unprecedented demand for high-bandwidth memory. Supply remains tight and DRAM prices have surged.
Opinion

China's Leading High-Bandwidth Memory & Physical AI Companies Prepare For IPO On Shanghai's STAR Market

The STAR Market has become a key listing venue for companies operating at the forefront of semiconductors, advanced manufacturing, and AI.