Subject


Micron


2025-12-18

[News] Micron Reveals Three Culprits Behind Memory Crunch—and Why It Won’t Ease Soon

At its December 18 earnings call, Micron reportedly acknowledged that it is currently able to meet only around 55%–60% of core customer demand, while warning that the memory supply crunch is likely to persist beyond 2026. Here’s a closer look at the factors driving the tight supply, the ripple e...

2025-12-18

[News] Micron Hikes CapEx to $20B with 2026 HBM Supply Fully Booked; HBM4 Ramps 2Q26

Amid tight supply across both mainstream products and high-end memory such as HBM, Micron sailed through its latest earnings call, posting record results across the board. The company said its 1QFY26 (ended November 27) total revenue—spanning DRAM, NAND, HBM, data center, and every business unit...

2025-12-11

[News] Samsung CEO Roh Reportedly to Meet Micron in Rare CES Meeting Over Tight Mobile DRAM Supply

Amid a sharp surge in memory prices, even Samsung is feeling the strain despite its in-house capacity. DealSite reveals that Roh Tae-moon, CEO and Head of Samsung Electronics’ DX Division, will meet Micron CEO Sanjay Mehrotra on the opening day of CES 2026 in Las Vegas, running January 6–9. A...

2025-12-11

[News] Micron’s Exit Reportedly Opens Door for Huawei to Target Korea’s Consumer SSD Market

South Korea’s PC SSD market is undergoing significant shifts as major manufacturers raise prices and Micron's recent announcement. According to South Korean outlet ZDNet, Micron—the world’s third-largest supplier—is preparing to exit the consumer SSD business, a move expected to create openi...

2025-12-04

[News] Micron to End Crucial Consumer Memory by Feb 2026, Redirects Supply to Enterprise amid AI Surge

Amid a severe memory crunch driven by soaring demand from data centers and hyperscalers, Micron announced Wednesday that it will exit the consumer memory market. As Tom’s Hardware notes, the move signals a shift in production and investment toward enterprise-grade DRAM and SSDs to keep pace with t...

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