While Micron boosted its Q4 FY2025 revenue forecast to $11.2 billion on August 12, ZDNet and New Daily report that the company has unexpectedly become the first of the big three memory giants to hint at a full sell-out of its 2026 HBM supply. In contrast, HBM leader SK hynix has yet to make a simila...

According to TrendForce's latest memory spot price trend report, regarding DRAM, rumors about a delay in Samsung’s DDR4 EOL plan have been circulating. While TrendForce finds these claims inaccurate, they have nonetheless dampened the upward price momentum. Meanwhile, NAND flash demand remains cau...

While local media spotlight Huawei's push to cut China's HBM dependency for AI inference, the tech giant made waves on August 12th with the launch of UCM (Unified Computing Memory)—an AI inference breakthrough that slashes latency and costs while turbocharing efficiency, according to mydrivers and...

Despite recently raising its Q4 FY25 guidance on the back of strong DRAM prices, Micron has reportedly begun layoffs in its China operations as of August 11, according to Chinese media outlets ijiwei and EETimes China. While the full extent of the layoffs is still unclear, the reports suggest the...

As tech giants ramp up AI investments, U.S. memory firm Micron has been among one of the major beneficiaries. The company has raised its Q4 Fiscal 2025 revenue forecast to $11.2 billion, up from $10.7 billion, according to Reuters. In addition to the robust demand for HBM, Micron attributed the r...