News
Shortly after announcing a strategic agreement with Anthropic covering AI memory and storage architecture design—part of its broader push into Strategic Customer Agreements (SCAs)—Micron expanded on its long-term deal pipeline during its latest earnings call. According to Investing.com, the c...
News
Fueled by the AI boom, Micron delivered another blockbuster quarter in 3QFY2026, with revenue surging 74% sequentially and profit more than doubling from the previous quarter, according to its press release. Gross margin climbed to a record 84.9%, well above the company's 81% forecast and up sharply...
Insights
According to TrendForce’s latest memory spot price trend report, DRAM trading remained subdued as buyers showed little willingness to follow higher quotations, with mainstream DDR4 chips (DDR4 1Gx8 3200MT/s) edging up 0.28% this week. In NAND flash, diverging expectations between buyers and seller...
News
As memory giants accelerate their next-generation HBM race, Samsung Electronics has reportedly hit a key milestone. According to Yonhap News and ZDNet, its HBM4 has surpassed US$1 billion in revenue, making it the first product in the industry to reach the level just four months after entering mass ...
News
As next-gen memory tech like HBM, SOCAMM, and 3D NAND increasingly need stronger chip design and advanced packaging capabilities, SK hynix, according to The Elec, has launched an unusually large-scale recruitment of design engineers. According to the report, the memory giant plans to hire a tripl...