Amid speculation that Micron could be left off NVIDIA’s HBM4 supplier roster, CFO Mark Murphy moved swiftly to shut down the narrative. Speaking at the Wolfe Research conference, Murphy rejected what he called “inaccurate reports,” stressing that the firm is already in high-volume production o...

As global memory demand outstrips supply, memory giants are racing to expand—Micron among the most aggressive as 2026 kicks off. According to Reuters, the U.S. chipmaker is set to announce a new investment in Singapore to boost memory chip production, with at least part targeting NAND flash—a ra...

As the HBM4 battle heats up this year, memory giants are ramping up HBM4E development, where custom HBM is expected to become one of the mainstreams. According to The Elec, Samsung’s custom HBM4E design is set to be completed by May–June 2026, with SK hynix and Micron on a similar timeline. T...

Memory prices continue to surge amid tight supply, pushing both makers and buyers into a delicate balancing act. According to Commercial Times, long-term supply agreements (LTAs) are shifting away from the old model that locked in both price and volume, as the trend favors deals that guarantee commi...

A potential risk may be emerging for the memory industry, with Korean memory makers increasingly exposed to U.S. policy developments. According to Wccftech, speaking at Micron’s New York fab groundbreaking ceremony, U.S. Commerce Secretary Howard Lutnick said that memory producers without domestic...