HBM

Who Gets Paid When AI Needs More Memory? A Field Guide to the Toolmakers

Article BriefKey Takeaways5 Points30s Read01The setup-Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the…

1 week ago

Why Lam Research Stock Is Up 154% Without Selling a Single Chip

Article BriefKey Takeaways5 Points30s Read01The move-Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley…

2 weeks ago

SK Hynix’s Record Nasdaq Debut Collides With a Memory Bear Market

Market BriefKey Takeaways5 Points30s Read01The debut-SK Hynix ADRs begin trading Friday, July 10 on the Nasdaq under ticker SKHY —…

2 weeks ago

Micron Passed Its $41 Billion Test. The Stock Failed Anyway.

On June 24, one minute after the closing bell, Micron reported the largest quarter any standalone memory company has ever…

3 weeks ago

The Real AI Bottleneck Is Memory — and Nvidia Just Locked It Up

$205.42· 0.00 (0.00%)Market Cap$4.97TDay Range$203.44 – $207.0752-week range$141.84 – $236.26Consensus target$298.93 · Buy (61 analysts)Forward P/E≈23×Next earningsAug 25, 2026As of…

1 month ago

Onto Innovation Is the AI Chip Buildout’s Yield Layer

Article BriefKey Takeaways3 Points18s Read01Infrastructure angle-Onto Innovation is an AI-chip infrastructure name because HBM, 2.5D packaging, gate-all-around logic, and chiplet…

2 months ago