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...

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...

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 ...

While Micron boosted its Q4 FY2025 revenue forecast to $11.2 billion on August 12, ZDNet and New Daily report that the company has unexpectedly become the first of the big three memory giants to hint at a full sell-out of its 2026 HBM supply. In contrast, HBM leader SK hynix has yet to make a simila...

Despite recently raising its Q4 FY25 guidance on the back of strong DRAM prices, Micron has reportedly begun layoffs in its China operations as of August 11, according to Chinese media outlets ijiwei and EETimes China. While the full extent of the layoffs is still unclear, the reports suggest the...