All articles tagged with #hbm memory
Originally Published 10 days ago — by Yahoo Finance
Micron Technology is positioned for growth in 2026 due to rising demand for high-bandwidth memory (HBM) driven by the AI boom, with strong Q1 revenue and margin expansion. The stock appears undervalued with a potential upside of around 13%, making it a promising value play, though cyclical memory demand and competition pose risks.
Originally Published 23 days ago — by theregister.com
DRAM prices are expected to peak around 2026 due to high demand driven by AI and supply constraints, with prices remaining high until at least 2027. The market is diverging into consumer and enterprise segments, with enterprise memory like HBM experiencing rapid growth and price premiums. Supply chain challenges and long lead times for capacity expansion mean that memory shortages and high prices are likely to persist for several years, benefiting memory vendors financially.