Subject


Micron


2025-10-08

[News] Korea, U.S. DRAM Giants Reportedly Halt Pricing for a Week, Memory Module Makers Follow

The DRAM price surge shows no sign of cooling off. According to the Commercial Times, Korean and U.S. chipmakers have suspended new enterprise quotes for a week, hinting at an even steeper climb ahead as supply remains constrained. Citing supply chain sources, the report notes that DDR4 contract pri...

2025-10-01

[News] NVIDIA’s SOCAMM2 Orders Likely Evenly Split Among Memory Makers in 2026, 1c Adoption in Focus

Amid circulating rumors that NVIDIA may drop SOCAMM1 (Small Outline Compression Attached Memory Module) in favor of SOCAMM2 due to technical challenges, Etoday and DealSite indicate that the U.S. AI chip giant has placed next-year SOCAM module orders with Samsung, SK hynix, and Micron, likely distri...

2025-09-30

[News] Record-Low Memory Stock Could Signal Supercycle Ahead, Likely Peaking by 2027

With top memory makers reportedly raising prices amid tight supply, The Chosun Daily, citing TrendForce, highlights that by the end of Q3 2025, global DRAM inventories averaged just 3.3 weeks—matching the lows of 2018 and signaling a supercycle in the memory market could be on the way. The repo...

2025-09-29

[News] Breaking the Memory Wall: HBM Basics and the Rise of HBM4 in AI

With the HBM4 era on the horizon and SK hynix and Micron preparing for production ramp-up from late 2025 through 2026, it is an ideal time to explore how HBM (High Bandwidth Memory) is built, its key advantages and technologies related, and why its manufacturing complexity drives high costs. Here’...

2025-09-26

[News] U.S. Reportedly Weighs 1:1 Rule on Domestic vs. Imported Chips, Favoring TSMC, GF and Micron

After a wave of tech giants pledged additional U.S. investments during President Trump’s new term to sidestep high chip tariffs, Washington is reportedly considering another policy. According to The Wall Street Journal, companies that fail to maintain a 1:1 ratio of domestic production to imports ...

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