#high-bandwidth-memory-hbm

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#ai-data-center-demand #micron #broadcom #earnings #analyst-ratings #ram-shortages #server-price-increases
from24/7 Wall St.
1 day ago

Premarket Movers: Micron is Rocketing $31 Higher

Shares of Micron ( NASDAQ: MU) are up about 14%, or by $31 this morning. All thanks to strong earnings. EPS of $4.78 beat by 82 cents. Revenue of $13.64 billion beat by $760 million. Moving forward, the company expects to earn between $8.22 and $8.62 per share, with revenue expected to be between $18.3 billion and $19.1 billion for the second quarter. Analysts were looking for $4.78 per share on revenue of $14.3 billion.
Business
Tech industry
fromTheregister
2 days ago

Micron says memory shortages won't go away any time soon

RAM shortages will persist, keeping server memory prices elevated as manufacturers prioritize high-bandwidth AI memory production.
Business
from24/7 Wall St.
2 days ago

Why Wall Street Expects Micron to Crush Earnings Today -- And Its Stock to Surge Again

Micron's strong HBM demand and rising DRAM/NAND prices position it for substantial fiscal growth and elevated margins driven by AI data-center demand.
fromFast Company
1 month ago

Samsung's third-quarter revenue soars, driven by semiconductor sales

On October 30, Samsung Electronics reported a 32.5% increase in operating profit for the third quarter, driven by rebounding demand for its computer memory chips, which the company expects will continue to grow on the back of artificial intelligence. The South Korean technology giant set a new high in quarterly revenue, which rose nearly 9% to 86 trillion won ($60.4 billion) for the July-September period, fueled by increased sales of semiconductor products and mobile phones.
Business
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