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...

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...

On September 12, Japan’s Ministry of Economy, Trade and Industry (METI) announced a subsidy of up to JPY 536 billion for Micron’s DRAM plant in Hiroshima. The funding will support new plant construction, production, and R&D, with a particular focus on high-bandwidth memory (HBM) and extreme ...

Micron Discusses HBM and Advanced Packaging in the AI Era Recently, Yulin Chang, Vice President of Advanced Packaging and Testing Operations at Micron Taiwan, outlined the development of HBM and advanced packaging in the AI era. Chang noted that in the past, GPU was connected to GDDR6 via PCB. To...

Following SanDisk’s 10% NAND price hike and Micron’s week-long pricing freeze, Western Digital has become the third company to act, notifying customers that it will gradually raise prices on all HDD products effective immediately, according to industry sources. According to the notice spotted...