Fueled by strong AI demand, U.S. memory giant Micron expects a solid strong third quarter for fiscal 2025, projecting a 9% quarter-over-quarter revenue increase to $8.8 billion, according to its press release. Meanwhile, profit is projected at $1.57 per share, above the expected $1.48, as per Bloomb...

As NAND giants prepare for price hikes, a 10% uptick seems to be the industry consensus. Notably, reports from TechNews and MyDrivers suggest that Micron is targeting an 11% increase. The reports link Micron’s price hike to a January power outage at its Singapore plant, which tightened supply. ...

The NAND market seems to be finally seeing a turnaround. According to Commercial Times and TechNews, U.S. memory makers like Micron and SanDisk have decided to kick off price hikes next month, with SanDisk set to raise NAND prices by over 10% starting April 1. In addition, South Korean memory gia...

In late February, Micron announced in a press release that it had delivered 1γ (gamma) DDR5 samples to customers like Intel and AMD, becoming the first in the memory sector to do so. Notably, according to Chosun Biz, Micron applied EUV equipment to only one layer in the sample. The report sugges...

On March 5, Micron Technology announced the appointment of former TSMC Chairman Mark Liu to its Board of Directors. TrendForce suggests that Micron's addition of Mark Liu to its board of directors indicates a deeper collaboration between Micron and TSMC—particularly in custom HBM logic die desi...