New non-volatile memory report projects that baseline industry revenues could rise to 71.7B by 2034 and displace SRAM, NOR ...

NAND, represents a change from the current Co-Packaged (CoP) peripheral units. Samsung plans to manufacture the storage and peripheral circuits separately before bonding them vertically ...

Samsung Electronics and Kioxia both plan to scale back their NAND flash production in the fourth quarter, according to sources within the industry supply chain. This suggests that the overall ...

I reiterate a 'Strong Buy' rating for Lam Research with a one-year price target of $95, driven by robust growth potential in HBM-Driven DRAM and 3D NAND markets. Lam Cryo 3.0 etches 2.5x faster ...

Arya expresses confidence in Lam Research’s leverage to key tech trends, its strong exposure to a NAND recovery, and solid free cash flow generation. However, the analyst notes that while China ...