Subject


Micron


2025-09-12

[News] Micron Reportedly Reveals Detailed Site Plan for New York Fab, November Land Clearing Expected

Following its June announcement to invest roughly $200 billion in U.S. manufacturing, Micron has taken a major step toward building its new New York plant. Syracuse.com reported that, for the first time, the memory giant has submitted a detailed site plan to the town of Clay for its proposed chipmak...

2025-09-08

[News] SK hynix May Secure NVIDIA HBM4 Deal by Sep., Samsung Reportedly Trails in Testing

The HBM4 race is intensifying. According to Chosun Biz, SK hynix and Micron are reportedly set to enter the final stage of HBM4 testing with NVIDIA this month. SK hynix, ahead in quality verification, is expected to finalize pricing and delivery terms and may secure a supply agreement with NVIDIA as...

2025-08-29

[News] Memory Giants Diverge on HBM Base Die: Micron Reportedly Delays Foundry Shift, Risks Losing Edge

With NVIDIA reportedly developing its own HBM base die for 2027 production, the spotlight is on memory giants moving base die manufacturing from DRAM to foundry processes. According to South Korea’s Digital Daily, Micron may take the most cautious approach, delaying the shift to foundries until HB...

2025-08-22

[News] Trump Reportedly Spares TSMC, Micron from Equity Grabs after Chipmakers Ramp U.S. Investment

U.S. Commerce Secretary Howard Lutnick confirmed in a CNBC interview that the administration is seeking a 10% stake in Intel, sparking fears of broader equity grabs from CHIPS Act recipients. But according to The Wall Street Journal, Washington has ruled out moves against major investors like TSMC a...

2025-08-14

[News] Micron Reportedly Cuts Over 300 Jobs in China Amid Mobile NAND Retreat

As Chinese local media revealed Micron begun layoffs in its China operations as of August 11, a latest report from South China Morning Post discloses that the move is expected to affect hundreds of employees, as part of its global pullback from the underperforming mobile NAND market. The layoffs ...

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