Please note that this article cites information from Reuters, Investing.com, ZDNet, CNBC and Micron. Micron is riding the AI memory upcycle, delivering strong 2QFY26 results and guiding third-quarter revenue above market expectations. Even more striking, the company flagged a major step-up in capit...

As NVIDIA rolled out a wave of announcements at GTC 2026, including its next-gen data center CPU architecture Rosa—named after Nobel laureate physicist Rosalyn Sussman—industry focus is also on how other semiconductor giants fit into Team Green’s plans. Notably, Samsung has expanded its role f...

As Micron announced on March 15 that it has formally completed the acquisition of Powerchip Semiconductor Manufacturing Corp (PSMC)’s P5 site in Tongluo, Taiwan, it also unveiled plans for a second manufacturing hub at the same site, signaling an ambitious expansion on the island, as highlighted b...

After formally signing an exclusive letter of intent to acquire Powerchip Semiconductor Manufacturing Corp. (PSMC)’s P5 fab in Tongluo for US$1.8 billion, Micron has begun moving the deal forward. According to TechNews, the memory giant recently sent out a confidential invitation announcing a tool...

As the AI boom drives memory demand, semiconductor equipment makers are reaping the benefits while deepening ties with top memory producers. Applied Materials has teamed up with Micron and SK hynix to develop next-generation chips critical for AI and high-performance computing, according to Reuters....