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...
News
As Kioxia’s market capitalization briefly surpassed Toyota Motor in June to become Japan’s largest listed company, attention is also turning to the company’s top executive compensation. According to Bloomberg, citing Kioxia’s freshly revealed securities report (year ended March 2026), Execut...
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
While advancing its next-generation HBM development, Samsung is also pushing forward on the NAND front, unveiling what it claims is the industry’s first and fastest Universal Flash Storage (UFS) 5.0 solution. According to Samsung, the device delivers sequential read speeds of up to 10.8 GB/s and w...