As major memory makers shift capacity to DDR5 and HBM, their DDR4 phase-out timeline is coming into focus. According to the Commercial Times, Samsung, SK hynix, and Micron are set to end DDR4 shipments between late 2025 and early 2026. TrendForce’s latest findings also show that the three major...

Though it remains unclear if or how the Trump administration will pursue chip tariffs, Bloomberg suggests the Senate has passed major tax legislation that delivers a big win for chipmakers. The bill raises the investment tax credit for new U.S. semiconductor plants from 25% to 35%—exceeding the pr...

Micron’s record-breaking revenue in Q3 FY2025 was driven by a nearly 50% surge in HBM sales—and the momentum isn’t slowing. The U.S. memory giant now aims for a roughly 25% share of the HBM market by year-end, as noted by ZDNet. While its upbeat outlook draws market attention, the spotlight is...

Fueled by a nearly 50% surge in HBM sales in the third quarter of fiscal 2025, Micron posted record revenue and is now eyeing another milestone. According to ZDNet, the U.S. memory giant aims to increase its HBM market share to 23–24% by the end of 2025. Notably, Micron said in its press releas...

According to its press release, Micron plans to expand its U.S. investments to approximately $150 billion in domestic memory manufacturing and $50 billion in R&D, creating an estimated 90,000 direct and indirect jobs. As part of today’s announcement, the company will invest an additional $30 b...