The HBM4 Fight Is Over. The Real Memory War Just Moved to the Packaging Line.
SK Hynix won Nvidia's HBM4 race. The real bottleneck moved to TSMC's packaging line, where lead times now run past a year.
Memory
Every prompt/power story on Memory, including “The HBM4 Fight Is Over. The Real Memory War Just Moved to the Packaging Line.” and “Micron Just Booked a $54 Bi…
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Micron Just Booked a $54 Billion Quarter. Now Comes the Hard Part: Believing It Lasts.
Revenue up 379%, an 87% gross margin and HBM sold out. Micron's quarter is spectacular, and that is exactly why you should…
The Memory ‘Shortage’ and the Theater of Margins
An OEM chief says memory makers are talking their book. A record supplier quarter says demand is real. Both can be true.
SK Hynix’s $26.5 billion Nasdaq party lasted exactly one trading day
The biggest foreign IPO in US history was up 14% at Friday's open and down 15% in Seoul by Monday. One brokerage…
The AI memory supercycle comes for the $200 phone
Memory is now up to 64 percent of the build cost of the cheapest phones, and Omdia sees sub-$400 shipments falling 22…