Subject


Micron


2024-12-26

[News] Silicon Motion Joins Micron’s Cautious Outlook, Predicts Weak DRAM and NAND Demand until 1H25

Following Micron’s lackluster February quarter outlook, which gives a heads up on the weak demand for PCs and smartphones, NAND Flash giant Silicon Motion shares similar views on the memory market. According to the Economic Daily News, the company warns that both NAND and DRAM will experience low ...

2024-12-25

[News] Is DRAM Winter Coming? Samsung, SK hynix Q4 Earnings Reportedly Lowered amid Weak Demand

The DRAM winter seems to be around the corner. Following Micron’s clouded outlook, which suggests a roughly 9% quarter-over-quarter revenue decrease, a recent survey conducted by Yonhap News also downgraded the Q4 guidance for South Korean memory giants Samsung and SK hynix. The survey, which g...

2024-12-23

[News] CHIPS Act Funding Highlights before Trump Takes Office: TSMC, Intel, Samsung, and More

Following the footsteps of semiconductor bellwethers TSMC and Intel, as well as memory giants Micron and SK hynix, Samsung has hopped on the last minute opportunity of securing the funding under the CHIPS Act in Biden’s term. According to U.S. Department of Commerce, it has finalized a nearly USD ...

2024-12-23

[News] Micron Plans HBM4 Mass Production in 2026, Customized HBM4E to Launch in 2027-2028

A report from TechNews, citing Tom’s Hardware, indicates that in response to the rapidly growing demand driven by AI, SK hynix, Samsung, and Micron are all accelerating the development of HBM products, and recently Micron has revealed plans for its HBM4 and HBM4E. Micron shows in its AI memory po...

2024-12-19

[News] Micron Clouded by Weak Q2 Outlook; High-volume HBM3E 8H Ships to Second Major Customer this Month

Is the DRAM winter really coming? Despite Micron’s sequential doubling of HBM revenue in the previous quarter, weak demand for PCs and smartphones, combined with a DRAM supply glut, continues to weigh on its business, as its second quarter guidance disappoints the market. Micron achieved record...

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