Subject


Micron


2026-03-24

[News] India’s Chip Output Set to Reach 75–80 Million Units per Day, Marking a New Milestone

India’s semiconductor ecosystem is entering a period of significant transformation. According to the India Electronics and Semiconductor Association (IESA) and its president, Ashok Chandak, the country’s chip production capacity could reach 75 million to 80 million units per day by late 2026 or ...

2026-03-23

[News] Micron Reportedly Expects Future Autonomous Cars to Require 300GB+ DRAM, Cautious on HBF Outlook

Please note that this article cites information from The Register, Tom’s Hardware, PC Gamer, The Korea Herald, SK hynix, and Chosun Biz. Following strong Q2 earnings, Micron pointed to autonomous vehicles as a potential future growth driver for memory demand. According to The Register, the comp...

2026-03-23

[News] While DDR5 Margins Reportedly Surpass HBM: What’s Next for Memory Giants?

Please note that this article cites information from The Elec, Investing.com, News 1, Alphabiz, and EBN. After Micron stunned the market with soaring margins—projected to reach 81% in 3QFY26, up from a record 75% in the previous quarter—the industry is keen to understand the drivers behind. On...

2026-03-19

[News] Micron Ramps FY26 Capex to $25B, Signs First 5-Year Customer Deal

Please note that this article cites information from Reuters, Investing.com, ZDNet, CNBC and Micron. Micron is riding the AI memory upcycle, delivering strong 2QFY26 results and guiding third-quarter revenue above market expectations. Even more striking, the company flagged a major step-up in capit...

2026-03-17

[News] Key GTC Takeaways: How Samsung, Micron, Intel & More Power NVIDIA’s Vera Rubin and Feynman

As NVIDIA rolled out a wave of announcements at GTC 2026, including its next-gen data center CPU architecture Rosa—named after Nobel laureate physicist Rosalyn Sussman—industry focus is also on how other semiconductor giants fit into Team Green’s plans. Notably, Samsung has expanded its role f...

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