TL;DR: Micron is set to mass-produce its 12-Hi HBM3E memory, offering 20% less power consumption and 50% more capacity than previous models, for NVIDIA's AI GPUs. The company plans to introduce ...

Nvidia (NASDAQ: NVDA) was one of the best-performing stocks in 2024 with an incredible gain of 171%. The upside was driven by ...

Micron Technology (MU) aims to bolster its position in the high-bandwidth memory (HBM) market. The company plans to ramp up production of its 12-stack HBM3E memory and supply it to its key ...

Recent industry reports reveal that Micron is preparing to begin mass production of its 12-layer HBM3E memory for Nvidia, potentially creating significant pressure on Samsung Electronics as it ...

HBM, specifically HBM3E, is the critical factor. It is the memory of choice for AI and accelerated computing, and Micron is the performance leader, providing better capacity with lower power ...

The anticipated entry of Samsung into the HBM3E and HBM4 markets could reshape the market share dynamics between SK Hynix and Micron. While MU is confident of maintaining its 20+% share ...

Micron stock has swung wildly since its latest ... which will have 288 GB of HBM3E, and Nvidia's GB200, which will have 192 GB, demonstrating the increasing demand for these high-margin products ...

Micron completed the development of its 12-stack HBM in September 2024 and, since then, has been showcasing samples to NVIDIA and other potential customers. Micron’s Chief Financial Officer, Mark ...

Micron's 12-stack HBM3E solution is said to offer best-in-class performance, with 20% lower power consumption and 50% higher memory capacity compared to 8-stack offerings from competitors.