HBM memory, the critical memory component for proper AI development and application, has experienced an existential demand crisis in 2025. Analysts estimate the peak of the crisis won’t be seen until ...
3D HBM-on-GPU design reaches record compute density for demanding AI workloads Peak GPU temperatures exceeded 140°C without thermal mitigation strategies Halving the GPU clock rate reduced ...
Micron Technology, Inc. remains a Strong Buy, driven by robust HBM and DRAM pricing from AI hardware demand. MU's Q1 2026 sales are expected to reach $12.7B, with 46% YoY growth and EPS at the high ...
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