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[News] Applied Materials Teams Up with Micron, SK hynix for Next-Gen DRAM, HBM and NAND Development
What happened
Applied Materials announced long-term R&D collaborations with Micron and SK hynix, focusing on next-gen DRAM, HBM, and NAND technologies at its new EPIC Center. This follows a similar partnership with Samsung and is driven by projected $630B in AI infrastructure investment by Big Tech. Neutral: No immediate supply or price impact; these are multi-year R&D agreements.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
Source and time
Source: TrendForce · 3/10/2026 · View original source
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