Nvidia supplier SK Hynix says begins mass production of 12-layer HBM3E chips
The world's second-largest memory chipmaker SK Hynix said on Thursday it began mass production of a 12-layer version of the latest generation of high-bandwidth memory (HBM) chips, to meet demand from the current AI boom.
Micron Q4: HBM Growth Continues In 2025, Upgrade To Strong Buy
Upgraded Micron Technology, Inc. to “Strong Buy” with a fair value of $160 per share, driven by rapid HBM3E growth and capacity expansion plans. The HBM market is expected to grow significantly, with Micron's HBM products projected to generate multiple billions in revenue by FY25. Micron plans $8.1 billion in CAPEX for FY25, focusing on greenfield fab construction and HBM investments to meet rising demand.
Micron: The Street Was Wrong, Full Steam Ahead
Micron Technology, Inc. reported its fiscal Q4 earnings after the market closed on Wednesday. Consumer demand remains weak in NAND and DRAM markets, but enterprise and HBM show growth. While improvements in bit shipments are not uniform, the current upcycle remains intact. HBM will offset weakness until consumer demand recovers.
HudBay Minerals (HBM) Registers a Bigger Fall Than the Market: Important Facts to Note
HudBay Minerals (HBM) closed at $7.82 in the latest trading session, marking a -1.01% move from the prior day.
HBM Stock Gains on Receiving Aquifer Protection Permit for Copper World
Hudbay Minerals secures two of the three necessary state permits to begin the construction of its Copper World project in Arizona.
Applied Materials: Growth Potential In DRAM, HBM & Energy Efficiency; Initiate With Buy
Applied Materials is well-positioned in the semiconductor equipment market, driven by growth in HBM, DRAM, and advanced packaging, with a 'Buy' rating and a $220 price target. Investments in advanced technologies and energy-efficient computing solutions are expected to serve as long-term growth tailwinds for the company. Recent financial results show 5.5% revenue growth and 7.4% adjusted operating profit growth, with a revenue forecast of $27 billion for FY24.
Hudbay Minerals Inc. (HBM) Q2 2024 Earnings Call Transcript
Hudbay Minerals Inc. (NYSE:HBM ) Q2 2024 Earnings Conference Call August 13, 2024 11:00 AM ET Company Participants Candace Brule - Vice President Investor Relations Peter Kukielski - President & Chief Executive Officer Eugene Lei - Chief Financial Officer Andre Lauzon - Chief Operating Officer Conference Call Participants Orest Wowkodaw - Scotiabank Ralph Profiti - Eight Capital Lawson Winder - Bank of America Merrill Lynch Dalton Baretto - Canaccord Genuity * Operator Good morning, ladies and gentlemen. Thank you for standing by.
HudBay Minerals (HBM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for HudBay Minerals (HBM) give a sense of how the business performed in the quarter ended June 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
HudBay Minerals (HBM) Reports Break-Even Earnings for Q2
HudBay Minerals (HBM) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of $0.06. This compares to loss of $0.07 per share a year ago.
HudBay Minerals (HBM) Surpasses Market Returns: Some Facts Worth Knowing
HudBay Minerals (HBM) reachead $7.27 at the closing of the latest trading day, reflecting a +1.54% change compared to its last close.
Insights Into HudBay Minerals (HBM) Q2: Wall Street Projections for Key Metrics
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for HudBay Minerals (HBM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2024.
Exclusive: Samsung's 8-layer HBM3E chips clear Nvidia's tests for use, sources say
A version of Samsung Electronics' fifth-generation high bandwidth memory (HBM) chips, or HBM3E, has passed Nvidia's tests for use in its artificial intelligence (AI) processors, three sources briefed on the results said.
