Subject


Micron


2023-12-06

[News] Memory Market Gradually Recovering, Samsung and SK Hynix Raise Q4 Financial Outlook

According to South Korean media Chosun Biz's report, the prices of all memory products, encompassing servers, mobile devices, and PCs, are on the rise. This trend, combined with the thriving development of the AI market, is expected to result in even higher profitability for High-Bandwidth Memory (...

2023-12-04

[News] Chinese panel makers cut production to shield TV panel prices, opening opportunities for Taiwanese firms

China's top panel makers, including BOE, TCL CSOT, HKC, and CEC-CHOT, are cutting production to support TV panel prices. Speculations indicate a capacity utilization drop below 60% in the first quarter, benefiting Taiwanese panel companies like Innolux and AUO. Despite these efforts, industry source...

2023-12-01

[News] Global Semiconductor Giants Eyeing India, Anticipating Three New Fabs Valued at USD 8-12 Billion

India could see at least three more semiconductor fabrication units coming up in the next few months with cumulative investments to the tune of USD 8-12 billion, Union Minister for Electronics and Information Technology Ashwini Vaishnaw said on Tuesday. India is working hard to get big semiconduc...

2023-11-21

[News] Memory Giants Samsung & Micron Actively Embrace DDR5 and HBM as Favorable Choices

This year, increasing demand for ChatGPT, along with ongoing innovations in PC and server technologies, has driven a growing market preference for high-value DRAM chips such as HBM and DDR5. Memory giants are collectively and actively positioning themselves in the production of these products. DD...

2023-11-17

[Insights] Signals from the Latest Financial Reports of Top 5 Global Storage Giants

As the memory market faces oversupply and falling prices due to declining demand in 2023, there's a glimmer of hope when looking into their Q4 guidance. Memory prices are gradually rising, indicating a potential escape from the market's low point. The most recent financial reports from the world's ...

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