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High Bandwidth Memory Chips

All articles tagged with #high bandwidth memory chips

technology1 year ago•4 min saved

Micron's High-Bandwidth Memory Chip Sales Surge, Impacting Nvidia's AI Dominance

Micron Technology has bounced back from the semiconductor industry downturn and is experiencing rapid growth, with its high-bandwidth memory chips fully booked and sold out through 2025. This has significant implications for Nvidia's AI dominance, as the demand for high-end memory chips, particularly for AI and accelerated computing, is expected to continue. Nvidia's stock has been on a historic run, and the strong demand for Micron's memory chips indicates sustained growth potential for Nvidia.

via Yahoo Finance|

#ai-dominance #high-bandwidth-memory-chips #micron-technology

technology1 year ago•1 min saved

"AI Demand Propels Micron to Record Highs and Strong Forecast"

Micron Technology's stock surged to a record high after the company's strong revenue forecast fueled optimism about the increasing demand for AI hardware, particularly its high-bandwidth memory (HBM) chips used in AI applications. The company's forecast for 2024 and 2025 indicates significant growth, with its HBM chips already sold out for 2024 and a majority of its 2025 supply allocated. This surge in demand is expected to drive a V-shaped recovery in the industry, with Micron's shares rising more than 60% in the past 12 months.

via Yahoo Finance|

#ai-hardware #high-bandwidth-memory-chips #micron-technology

business2 years ago•1 min saved

Micron's Loss Forecast Widens, Shares Drop as Earnings Miss Expectations

Micron Technology has widened its first-quarter loss forecast, causing its shares to drop. However, the chipmaker remains optimistic as it plans to increase production of new product lines and aims to become a supplier to Nvidia. Micron's revenue forecast for the first quarter exceeded expectations, driven by demand for its memory chips in the artificial intelligence sector. The company is working with Nvidia to qualify its high-bandwidth memory chips for use in Nvidia's computing chips. Micron expects significant revenue from these chips next year and anticipates positive gross margins in the second half of fiscal 2024.

via Reuters|

#business #chipmaker #high-bandwidth-memory-chips