Subject


Micron


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 ...

2025-09-24

[News] Micron Counters HBM4 Speed Doubts with 11+ Gbps, Custom HBM4E Due 2027 with Higher Margins

After another strong quarter likely to set record sales and EPS in 1Q FY26, Micron highlighted its HBM4 progress during the earnings call. The company said it has shipped customer samples boasting over 2.8TBps bandwidth and pin speeds above 11Gbps, outperforming competitors, according to ZDNet, Chos...

2025-09-24

[News] Micron’s 2026 HBM Not Sold Out Yet—But Will Reportedly Be Within Months as Pricing Deals Lock

Micron, which stunned markets in August by hiking its Q4 FY25 outlook, posted earnings today with a bullish tone, flagging strong demand ahead. Reuters quoted CEO Sanjay Mehrotra as saying the company expects to sell out its entire 2026 HBM supply within months, having already locked in HBM3E pricin...

2025-09-23

[News] SK hynix Reportedly Negotiates Price Adjustments with Customers Following Micron, Samsung

Memory giants are preparing additional price hikes amid a shortage fueled by the AI boom. Following Samsung and Micron, SK hynix—while holding off on a formal announcement—is reportedly negotiating with customers under a policy of adjusting prices according to market conditions, according to SeD...

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