Subject


Micron


2025-06-13

[News] Unpacking AMD’s MI350: Powered by TSMC’s N3P, with Samsung/ Micron as Dual HBM3E Suppliers

AMD officially unveiled its MI350 series GPUs at the Advancing AI 2025 event on June 12—and its key suppliers are now coming into focus. According to Commercial Times, both the MI350X and MI355X are built on TSMC’s N3P node. On the memory front, Sedaily reports that the chips pack 12-high HBM3E ...

2025-06-12

[News] Micron’s $100B Mega Fab Reportedly Delays Again, with Groundbreaking Pushed to Late 2025

After unveiling its $100 billion mega fab plan in 2022 and securing $6.1 billion in CHIPS Act funding in 2024, Micron’s long-anticipated chip plant in Clay, New York, is hitting pause once again. Citing syracuse.com, The daily orange reports that groundbreaking is now delayed to late November or D...

2025-06-11

[News] Micron Rumored to Hike DDR4 Prices by 50% as Samsung Runs Out Early; Industry Says Pricing in Chaos

As Samsung winds down DDR4 production with final orders due in June, module makers seem to be already scrambling for supply. Amid the tight market, rumors say Micron has hiked June DDR4 prices by 50%, sending 8Gb and 16Gb spot prices soaring. Industry sources indicate that DDR4 pricing is in chao...

2025-06-11

[News] Micron Ships HBM4 Samples with 1ß Process to Multiple Customers, Reportedly Including NVIDIA

U.S. memory giant Micron announced on June 10 that it had shipped 36GB 12-high HBM4 samples to key customers—reportedly including NVIDIA and other major tech players, as noted by South Korean media outlet Business Post. The report suggests that Micron is now the second of the big three memory m...

2025-06-05

[News] Samsung, Micron Rumored to Exit MLC, Driving Price Hikes and Order Surge for Taiwanese Suppliers

Samsung is reportedly pulling out of the MLC NAND flash market—and Micron might be next. According to Liberty Times, both memory giants are shifting away from low-capacity MLC products, sparking price hikes and a surge in orders for Taiwanese suppliers. While neither company has confirmed its ...

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