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AI Demand and Tight Supply Accelerate Micron's Return to Profitability

04/01/2024 | Micron
Revenue of $5.82 billion versus $4.73 billion for the prior quarter and $3.69 billion for the same period last year

Camtek Receives Approx. $25M from Tier-1 Manufacturer for High Bandwidth Memory (HBM)

03/29/2024 | Camtek
Camtek Ltd. announced that it has received a new order for approximately $25 million from a tier-1 HBM manufacturer, for the inspection and metrology of High Bandwidth Memory (HBM). Most of the systems are expected to be delivered in the second half of 2024.

Kioxia, WD Elevate Capacity Utilization, Pushing NAND Flash Supply Growth to 10.9%

03/19/2024 | TrendForce
TrendForce reports that anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimize losses and lower costs in hopes of returning to profitability this year.

HBM3 Initially Exclusively Supplied by SK Hynix, Samsung Rallies Fast After AMD Validation

03/15/2024 | TrendForce
TrendForce highlights the current landscape of the HBM market, which as of early 2024, is primarily focused on HBM3. NVIDIA’s upcoming B100 or H200 models will incorporate advanced HBM3e, signaling the next step in memory technology.

India PC Market Declined 6.6% YoY in 2023 to 13.9 Million Units

02/20/2024 | IDC
The India Traditional PC market (inclusive of desktops, notebooks, and workstations) shipped 13.9 million units in 2023, down 6.6% year-over-year (YoY) according to new data from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker.
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