Subject


Micron


2025-11-13

[News] HBM4E Seen Hitting 40% of 2027 Market; Samsung, SK hynix Reportedly Aim for 1H26 Completion

As HBM4 heads toward mass production in 2026, industry players are beginning to look ahead to HBM4E as the next stage of development. According to Chosun Biz, citing industry sources, with HBM4E the market is expected to move beyond standardized, mass-produced products toward more customized solutio...

2025-11-13

[News] NAND Giants Reportedly Cut Output in 2H25 as Prices Surge; Samsung Mulls 20–30% Hike in 2026

With SanDisk signaling that NAND supply will stay tight through 2026, major memory makers are taking an unexpectedly cautious approach. According to Chosun Biz, Samsung Electronics, SK hynix, Kioxia, and Micron have jointly scaled back NAND flash production in the second half of 2025—sending price...

2025-11-10

[News] Micron’s New York Megafabs Reportedly Face 2–3 Year Delay, First Now Set for Late 2030

While Micron has already sold out its 2026 HBM supply, the company appears to be taking a cautious approach to capacity expansion. According to syracuse.com and Spectrum News 1, the opening of its first two chip fabs in Clay, New York, will be delayed by two to three years, meaning neither facility ...

2025-10-20

[News] Micron Reportedly Poaches Samsung, SK hynix Talent to Bolster HBM at Taiwan’s Taichung Fab

Competition among global memory giants has been intensifying, and Micron has reportedly stepped up its recruitment efforts, actively targeting skilled engineers for its expanding global operations. According to Hankyung, sources indicate that Micron is using LinkedIn to recruit engineers with experi...

2025-10-17

[News] Micron Reportedly Exits China Server Chips; Samsung, SK hynix, and Local Makers Stand to Gain

Even tech giants aren’t immune to U.S.-China trade strains — and the memory sector is no exception. After reportedly cutting over 300 jobs in China as part of a global retreat from its struggling mobile NAND business, Micron is now exiting China’s server chip market, Reuters reports, following...

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