Memory
AI
Markets
Nomura Projects 110% Semiconductor Upside as AI Memory Demand Enters Structural Supercycle
Multi-year HBM expansion and geopolitical supply fragmentation position memory suppliers for sustained margin expansion through 2027.
AI
Knowledge Base
What Is HBM and Why Does It Limit AI Scaling?
High Bandwidth Memory has become as critical as GPUs in determining how fast AI infrastructure can expand — and it's in shorter supply.
Markets
Technology
BE Semiconductor Plunges 17% as Memory Demand Fears Eclipse AI Packaging Boom
Dutch equipment maker's steep decline signals investor doubts over whether advanced packaging can offset consumer chip weakness.