Subject


Micron


2026-03-31

[News] Micron Reportedly Pursues Stacked GDDR for AI Inference, Prototype Expected in 2027

Please note that this article cites information from ETNews and Global Economic. Micron is reportedly making the industry’s first attempt to stack graphics DRAM (GDDR). According to ETNews, sources indicate that the company has begun developing a new product that vertically stacks GDDR. Micron...

2026-03-27

[News] Micron Reportedly Eyes JDI’s Mobara Plant for Chip Assembly and Testing Expansion in Japan

Please note that this article cites information from Nikkei, 47 News, and CAFE Digital. While Micron has just completed its acquisition of a Tongluo fab from Taiwan-based PSMC, it may already be scouting its next target amid an aggressive expansion push. According to Nikkei, Japan Display Inc. (JDI...

2026-03-24

[News] India’s Chip Output Set to Reach 75–80 Million Units per Day, Marking a New Milestone

India’s semiconductor ecosystem is entering a period of significant transformation. According to the India Electronics and Semiconductor Association (IESA) and its president, Ashok Chandak, the country’s chip production capacity could reach 75 million to 80 million units per day by late 2026 or ...

2026-03-23

[News] Micron Reportedly Expects Future Autonomous Cars to Require 300GB+ DRAM, Cautious on HBF Outlook

Please note that this article cites information from The Register, Tom’s Hardware, PC Gamer, The Korea Herald, SK hynix, and Chosun Biz. Following strong Q2 earnings, Micron pointed to autonomous vehicles as a potential future growth driver for memory demand. According to The Register, the comp...

2026-03-23

[News] While DDR5 Margins Reportedly Surpass HBM: What’s Next for Memory Giants?

Please note that this article cites information from The Elec, Investing.com, News 1, Alphabiz, and EBN. After Micron stunned the market with soaring margins—projected to reach 81% in 3QFY26, up from a record 75% in the previous quarter—the industry is keen to understand the drivers behind. On...

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