Subject


DRAM


2026-01-12

[News] Micron Reportedly Sees Memory Crunch Through 2028; OEMs Keep Consumer Reach Despite Crucial Exit

DRAM

As Micron prepares to break ground on its New York Mega fab on January 16, the company’s outlook on the global memory market remains under close watch. Wccftech, citing Micron’s VP of Marketing for the Mobile and Client Business Unit, Christopher Moore, emphasized that the ongoing memory shortag...

2026-01-12

[News] Memory OSAT Prices Reportedly Jump 30%, Led by Powertech, Micron’s Key Supplier

DRAM

While upstream memory makers continue to lift prices as supply tightens and demand surges, the impact is now cascading into the testing and packaging segment. According to the Economic Daily News, major Taiwanese memory OSAT providers — led by Micron’s key partner Powertech Technology — have r...

2026-01-09

[News] NVIDIA Fuels HBM4 Race: 12-Layer Ramps, 16-Layer Push by SK hynix, Samsung, and Micron

DRAM

At CES 2026, NVIDIA takes the lead with its next-generation Rubin, positioning itself as the initial, exclusive HBM4 client currently. While the AI chip giant is certainly reshaping the HBM4 landscape, TrendForce observes it has pushed per-pin speeds above 11 Gbps, forcing SK hynix, Samsung, and M...

2026-01-08

[News] Micron to Break Ground on U.S.’s Largest Chip Plant in New York on Jan. 16 After Years of Delays

DRAM

After facing delays with its U.S. expansion, Micron is taking a major step forward, announcing the groundbreaking date for its massive chipmaking complex in Clay, New York. The ceremony is scheduled for January 16, according to the company and syracuse.com. Micron says that with up to four fabs, ...

2026-01-08

[News] Samsung’s Q4 Profit Soars 208% to Record 20 Trillion Won on Memory Rally and Foundry Turnaround

DRAM

Amid a sharp rise in memory prices fueled by AI-driven demand, Samsung Electronics made history by becoming the first South Korean company to post quarterly operating profit of 20 trillion won ($13.82 billion), while sales also climbed to a record 93 trillion won, Chosun Biz reports. The company ...

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