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Friday 23 January 2026
Micron to begin commercial output at Gujarat ATMP plant as India advances semiconductor push
Micron Technology will start commercial semiconductor production at its US$2.75 billion ATMP facility in Sanand, Gujarat, by the end of February 2025, India's electronics and IT minister...
Friday 23 January 2026
Analysis: How Howard Lutnick is redrawing the memory-chip map

US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive...

Thursday 22 January 2026
PSMC to upgrade DRAM processes as demand strengthens

Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

Thursday 22 January 2026
Lutnick warns memory chipmakers may face 100% tariffs without US production

Samsung Electronics and SK Hynix have been investing tens of trillions of won each year to expand memory production as the global market...

Tuesday 20 January 2026
Incentives out, tariffs in: Why Micron's New York megafab matters far beyond memory chips
The global contest for semiconductor leadership took a confrontational turn this week. US officials used Micron Technology's groundbreaking in upstate New York to deliver blunt warnings...
Tuesday 20 January 2026
Micron's DRAM licensing to Powerchip reshapes DDR4 supply
After more than two months of negotiations, Micron has signed an exclusive letter of intent (LOI) with Powerchip, agreeing to acquire the latter's 12-inch wafer fab (P5) in Tongluo,...
Monday 19 January 2026
Micron sets 1γ as mainstream node for 2026 as HBM and SOCAMM2 ramp
With shipments of application-specific integrated circuits (ASICs) and XPUs expected to rise sharply in 2026, AI accelerators are set to continue relying on fifth-generation high-bandwidth...
Sunday 18 January 2026
SK Hynix accelerates advanced packaging from Korea to Indiana
SK Hynix plans to invest KRW19 trillion, about US$12.9 billion, to build an advanced semiconductor packaging plant in Cheongju, South Korea, as it moves to secure capacity for AI-driven...
Saturday 17 January 2026
Internal memo reveals Micron has locked in PSMC HBM capacity through prepayment

Powerchip Semiconductor Manufacturing Corporation (PSMC) has provided new details on its planned sale of the Tongluo P5 fabrication plant...

Saturday 17 January 2026
Micron's new fabs target 2030 rollout as supply shortages linger

Micron is scheduled to begin construction on its planned New York state megafab site on January 16, 2026, advancing its US manufacturing...

Wednesday 14 January 2026
CXMT launches US$4bn bid to break DRAM market control
Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating...
Tuesday 13 January 2026
Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
Thursday 8 January 2026
AI storage chip crunch in 2026: DRAM, NAND prices surge up to 70%
The global storage chip market has entered an acute shortage phase, with AI demand now decisively outpacing supply and pushing prices toward record territory through 2026 and beyond...
Thursday 8 January 2026
Micron to break ground on largest US memory chip facility
On January 7, 2026, Micron Technology announced that it will officially begin construction on its megafab in Onondaga County, New York, on January 16, 2026. The project, which followed...
Wednesday 7 January 2026
Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...