Amid the intensifying HBM race, Micron has secured a spot with its HBM3E 12H designed into NVIDIA’s GB300. Notably, according to its press release, the U.S. memory giant is also the only company shipping both HBM3E and SOCAMM memory for AI servers, reinforcing its leadership in low-power DDR for d...

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...