Subject


Micron


2026-04-15

[News] HBM4 Strategies Diverge: Samsung Reportedly Chases 80% 1c DRAM Yield While SK hynix Trims Shipments by 30%

As memory giants enter the final stage of HBM4 ramp-up ahead of NVIDIA’s Rubin launch, they are taking diverging approaches. According to Chosun Biz, Samsung is pushing to lift 1c DRAM yields for HBM4 toward 80%, while ZDNet reports that SK hynix is set to cut HBM4 volumes this year by 20–30%. ...

2026-04-10

[News] PSMC Core Business Reportedly Swings to Profit in Q1; Micron Deal Adds Strategic Upside

Following Micron’s completion of its acquisition of Powerchip Semiconductor Manufacturing Corp’s Tongluo P5 fab in March, the Taiwanese chipmaker provided further operational updates. According to Central News Agency, PSMC said at its annual general meeting on April 10 that first-quarter operati...

2026-04-08

[News] Samsung Reportedly Solves SOCAMM2 Warpage, May Gain Edge Over Micron, SK hynix in Mass Production Timeline

Samsung has reportedly resolved a key technical challenge in its SOCAMM2 design. According to ETNews, citing sources, the company has overcome the “warpage” issue, a major hurdle ahead of mass production of its next-generation AI server memory module, SOCAMM2 (System on Chip Advanced Memory Modu...

2026-03-31

[News] Micron Reportedly Pursues Stacked GDDR for AI Inference, Prototype Expected in 2027

Please note that this article cites information from ETNews and Global Economic. Micron is reportedly making the industry’s first attempt to stack graphics DRAM (GDDR). According to ETNews, sources indicate that the company has begun developing a new product that vertically stacks GDDR. Micron...

2026-03-27

[News] Micron Reportedly Eyes JDI’s Mobara Plant for Chip Assembly and Testing Expansion in Japan

Please note that this article cites information from Nikkei, 47 News, and CAFE Digital. While Micron has just completed its acquisition of a Tongluo fab from Taiwan-based PSMC, it may already be scouting its next target amid an aggressive expansion push. According to Nikkei, Japan Display Inc. (JDI...

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