SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 308.38+0.6%Nov 3 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Sam9/25/2025 11:06:29 AM
1 Recommendation

Recommended By
Return to Sender

  Read Replies (1) of 95342
 
Micron's Earnings Surprise Fuels HBM4 Rivalry with Samsung, SK Hynix
Micron's HBM4 samples reach 11Gbps, targeting mass production next year as AI demand surges
By Kim Seong-min,
Jeon Byeong-su Reporter

Published 2025.09.25. 00:31Updated 2025.09.25. 10:40

On the 24th, the global semiconductor industry buzzed with Micron’s announcement. The U.S. semiconductor company not only exceeded market expectations with its June–August performance but also revealed that its HBM4 (high-bandwidth memory) quality had reached the industry’s highest level, contrary to market forecasts. Micron’s announcement not only supports the view that a “semiconductor supercycle” is accelerating but also signals that competition for HBM4 will intensify among the global memory “big three”—Samsung Electronics, SK Hynix, and Micron.

continues at chosun.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News