As tech giants ramp up AI investments, U.S. memory firm Micron has been among one of the major beneficiaries. The company has raised its Q4 Fiscal 2025 revenue forecast to $11.2 billion, up from $10.7 billion, according to Reuters. In addition to the robust demand for HBM, Micron attributed the r...

According to SEDaily, citing industry sources, Samsung’s investment in the Taylor plant could exceed USD 50 billion. The report says the company is reportedly considering reinstating a KRW 10 trillion (approximately USD 7.7 billion) packaging facility project that was excluded from its U.S. invest...

U.S. NAND leader Sandisk, fresh off launching a Technical Advisory Board to guide its groundbreaking High Bandwidth Flash (HBF) technology in July, has now signed a landmark MoU with South Korean memory giant SK hynix. The partnership aims to jointly define the HBF specifications—poised to revolut...

As HBM competition heats up, the world’s top three memory giants—SK hynix, Samsung, and Micron—will share the stage in Taiwan for the first time this September at the Memory Executive Summit during SEMICON Taiwan 2025, according to Commercial Times and Knews. As per SEMICON Taiwan, the su...

According to South Korean media outlet The Korea Economic Daily, Samsung is reportedly considering further investment in its Taylor, Texas plant. Specifically, the company is said to be reviewing the addition of an advanced packaging line alongside its foundry and R&D facilities. The report n...