Every Zipp story tagged #HBM, newest first.
The Hiroshima-area build is the largest single foreign chip capex announcement in Japan this year and a direct bet that HBM demand outruns the current cycle into 2027.
The model frames a 15-year DRAM supply crunch plus locked-in HBM4 demand as the floor under a target that still implies double-digit upside from current levels.
Q3 revenue of $41.5B beat estimates by $5.8B and Q4 guidance of ~$50B landed $6.8B above Street. The HBM shortage call from CEO Mehrotra extends past 2027.
The memory leader's revenue print underscores how AI infrastructure demand is pulling HBM and DRAM pricing into a different cycle than the rest of semis.
Air Liquide has pledged $233 million to support SK Hynix's manufacturing expansion in South Korea, a direct bet on the…
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