Micron’s record-breaking revenue in Q3 FY2025 was driven by a nearly 50% surge in HBM sales—and the momentum isn’t slowing. The U.S. memory giant now aims for a roughly 25% share of the HBM market by year-end, as noted by ZDNet. While its upbeat outlook draws market attention, the spotlight is...

Fueled by a nearly 50% surge in HBM sales in the third quarter of fiscal 2025, Micron posted record revenue and is now eyeing another milestone. According to ZDNet, the U.S. memory giant aims to increase its HBM market share to 23–24% by the end of 2025. Notably, Micron said in its press releas...

According to TrendForce's latest memory spot price trend report, regarding DRAM, prices of DDR4 modules have climbed above those of DDR5 modules. Looking ahead, a key short-term focus is whether new U.S. tariffs will be imposed—potentially sparking another wave of panic buying. As for NAND flash, ...

Last week, Taiwan’s top DRAM maker Nanya Technology reportedly halted DDR4 spot price quotes amid soaring prices. Now, with DDR4 16Gb chips nearly twice as expensive as equivalent DDR5—a first in DRAM history—the company is poised to profit from its large inventory, according to the Economic D...

The U.S. Commerce Department is mulling to revoke licenses previously granted to major chipmakers like TSMC, Samsung, and SK hynix—a move that could create fresh obstacles for their operations in China, according to Reuters. Citing the Wall Street Journal, Wccftech points out that Jeffrey Kessl...