Market speculation has been swirling that global memory giant Micron is evaluating a potential acquisition of PSMC’s new 12-inch fab in Tongluo, Miaoli, Taiwan. According to Commercial Times, PSMC says it is in ongoing discussions with multiple potential partners, though any cooperation remains at...

Rising memory prices are pushing major manufacturers to seek additional capacity. According to Economic Daily News, sources say Micron is in talks with Powerchip Semiconductor Manufacturing Corporation (PSMC) to produce memory at the company’s newly completed Tongluo fab in Miaoli, Taiwan, which s...

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...

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�...

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...