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NEWS TAGGED MICRON
Thursday 19 December 2024
Micron sees data center-driven record sales, but guidance disappoints
Micron Technology reported record fiscal first-quarter revenue driven by data center SSD sales, which now represent over half of total revenue. While HBM shipments doubled quarter...
Thursday 19 December 2024
Micron is optimistic about HBM demand and AI growth despite market challenges
After revealing the latest financial results, Micron held an earnings call, discussing the recovery paces across markets. The company is optimistic about the demand for HBM as it...
Tuesday 17 December 2024
Biden's bow-out embargo expose glaring gaps in China's HBM localization
The surging AI market has driven unprecedented demand for high-bandwidth memory (HBM), placing significant strain on supply chains. In early August, reports surfaced that the Biden...
Monday 16 December 2024
SK Hynix reportedly eyes advanced IC packaging expansion with HBM expertise
According to ET News, SK Hynix is setting its sights on the semiconductor packaging market by offering packaging foundry services, a move that analysts say capitalizes on...
Thursday 12 December 2024
Micron set to grab Chips Act funds, Korean rivals risk falling behind
Micron Technology is set to secure up to US$6.2 billion in US subsidies this week, marking the final major agreement under the Biden administration's semiconductor initiative, while...
Wednesday 11 December 2024
Micron secures US$6.165 billion in CHIPS Act funding for US expansion
The US Department of Commerce has awarded Micron Technology US$6.165 billion to expand memory chip production in New York and Idaho, creating 20,000 jobs. The chipmaker also secured...
Tuesday 10 December 2024
AUO factory sale sparks asset valuation surge for optical film manufacturer EFUN
The sale of AUO's Tainan factory to Micron for NT$260,000 (US$8,022) per Taiwanese ping (approx. 3.3 square meters) has triggered a ripple effect in the industrial real estate market...
Monday 9 December 2024
With three consecutive litigation wins against Samsung, who is Netlist?
The US court has ruled that Samsung Electronics (Samsung) must pay US$118 million to American semiconductor company Netlist in a patent infringement lawsuit. This ruling has not only...
Monday 9 December 2024
Samsung and SK Hynix secure China operations under new US controls while CXMT exclusion raises eyebrows
With the US implementing new semiconductor export controls, Samsung Electronics (Samsung) and SK Hynix have gained temporary relief as they advance their process upgrades at factories...
Friday 6 December 2024
Intel's interim chiefs blend newcomer vision with veteran roots
Following CEO Pat Gelsinger's unexpected retirement announcement, Intel has appointed CFO David Zinsner and EVP Michelle Johnston Holthaus as interim co-CEOs, marking the first time...
Tuesday 3 December 2024
Chinese foundries, memory firms face US export curbs
The upcoming US ban targets the Chinese semiconductor industry in what is expected to be the third significant crackdown in three years. However, the number of companies affected...
Friday 29 November 2024
Micron targets Samsung's home turf with 'on-the-spot hiring' to attract talent
Micron has intensified its recruitment efforts in South Korea, targeting university campuses with "on-the-spot hiring" initiatives. Previously focused on hiring experienced engineers...
Monday 25 November 2024
Samsung's HBM3E availability remains uncertain for Nvidia's Blackwell
During Nvidia's earnings call for the third quarter of fiscal year 2025, CEO Jensen Huang expressed gratitude to supply chain partners including TSMC and SK Hynix for their contribution...
Friday 22 November 2024
HBM memory supply to scale in 2025
With the acceleration of Blackwell mass manufacturing, the capacity of HBM3E will greatly grow. According to industry estimates, after a twofold rise in HBM production in 2024, demand...
Thursday 21 November 2024
SK Hynix closes in on Samsung with NAND market share set to top 20%
SK Hynix's strategic focus on high-end NAND memory, coupled with rising AI-driven demand, is expected to push its annual market share above 20% in 2024, bringing it closer to industry...