Subject


Micron


2025-06-26

[News] Micron Scales Up HBM to Four Major GPU/ASIC Clients; Targets 24% Market Share by Year-End

Fueled by a nearly 50% surge in HBM sales in the third quarter of fiscal 2025, Micron posted record revenue and is now eyeing another milestone. According to ZDNet, the U.S. memory giant aims to increase its HBM market share to 23–24% by the end of 2025. Notably, Micron said in its press releas...

2025-06-13

[News] Micron to Invest $200B in U.S. Amid Trump’s Reshoring Drive, Targeting 40% DRAM Made in America

According to its press release, Micron plans to expand its U.S. investments to approximately $150 billion in domestic memory manufacturing and $50 billion in R&D, creating an estimated 90,000 direct and indirect jobs. As part of today’s announcement, the company will invest an additional $30 b...

2025-06-13

[News] Micron Confirms DDR4 Phase-Out with EOL Notices; Reportedly Hints at Price Hikes Ahead

With rumors swirling that top memory makers like Samsung and Micron are scaling back DDR4 production, IT Home and MoneyDJ—citing Nikkei—report that Micron’s EVP confirmed the company has sent end-of-life (EOL) notices for DDR4 and LPDDR4 to PC and data center customers. According to the rep...

2025-06-13

[News] Unpacking AMD’s MI350: Powered by TSMC’s N3P, with Samsung/ Micron as Dual HBM3E Suppliers

AMD officially unveiled its MI350 series GPUs at the Advancing AI 2025 event on June 12—and its key suppliers are now coming into focus. According to Commercial Times, both the MI350X and MI355X are built on TSMC’s N3P node. On the memory front, Sedaily reports that the chips pack 12-high HBM3E ...

2025-06-12

[News] Micron’s $100B Mega Fab Reportedly Delays Again, with Groundbreaking Pushed to Late 2025

After unveiling its $100 billion mega fab plan in 2022 and securing $6.1 billion in CHIPS Act funding in 2024, Micron’s long-anticipated chip plant in Clay, New York, is hitting pause once again. Citing syracuse.com, The daily orange reports that groundbreaking is now delayed to late November or D...

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