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Micron Technology said Chinese regulatory authority representatives visited its offices in that country, potentially opening another front in a growing trade dispute between the world's two largest economies.
Bloomberg
Micron Technology shares rose Monday after the Boise, Idaho-based memory chipmaker raised its guidance for the fiscal third quarter.
Marketwatch.com (Dow Jones)
Another class action lawsuit has been filed, alleging that Samsung, Hynix, and Micron conspired to limit the supply of memory, keeping consumer prices artificially high as a result.
Apple Insider
More analysts raised their price targets on shares following better-than-expected earnings though shares were down 8.2% at last check in Friday trading, their worst one-day percentage decline since late November.
Marketwatch.com (Dow Jones)
Chinese memory chip manufacturers pose no serious threat yet to established players, Micron Technology CEO Sanjay Mehrotra said, citing high barriers to entry for aspiring global suppliers.
Nikkei Asian Review
Talluri joins Micron after nine years at Qualcomm, where he most recently served as senior vice president of product management, responsible for the company's Internet of Things business and, before that, its mobile computing platform
Company release
Micron has announced with Rambus, Northwest Logic and Avery Design, their efforts to deliver a comprehensive solution for GDDR6, the world's fastest discrete memory. This first-of-its-kind solution would enable GDDR6 use in advanced applications such as high-performance networking, autonomous vehicles, artificial intelligence and 5G infrastructure.
Company release
Bhatia has over 22 years of engineering and operations experience, including the last 17 years in the semiconductor industry. He most recently served as the executive vice president of Silicon Operations at Western Digital.
Company release
Headhunters have been recruiting at Toshiba's Yokkaichi chip fabrication facilities in recent months.
Nikkei Asian Review
Jayapalan has 20 years of experience in the semiconductor industry. Most recently, he served as vice president, enterprise and client compute solutions marketing at Western Digital.
Company release
VerHeul most recently was senior VP of corporate engineering at SanDisk, where he was responsible for developing a broad array of flash products.
Company release
Micron Technology is expected to report US$1.9 billion for the three months ended in May. That puts the company on track to post more than US$5 billion in operating earnings for its fiscal 2017.
Wall Street Journal
In this role, all four business units of the company will report to Sadana. In addition, he will have responsibility for driving corporate strategy and business development for the company.
Company release
Micron will install 13-nanometer production equipment at the Hiroshima Prefecture facility.
Nikkei Electronics Asia
It used to be that any burp, hiccup, earthquake, typhoon or tsunami in Asia drove Micron's stock price wild. Seemingly no longer true with bellicose moves on the Korean Peninsula.
Seeking Alpha
Micron Technology gained more than 7% in late trading Thursday after the chipmaker reported better earnings than expected amid reported price hikes for its memory chips.
Marketwatch.com (Dow Jones)
Micron no longer expects DRAM prices to increase in H2 of this year and 2018.
Seeking Alpha
Toshiba wants investment funds including Bain Capital to buy a stake in its flash memory business rather than industry peers such as Micron Technology because doing so will speed up the planned sale, a source said.
Reuters
The Board of Directors has formed a special committee to oversee the succession process and has initiated a search, with the assistance of an executive search firm, to identify and vet candidates.
Company release
CEO Durcan sees supply-demand balance persisting in 2017.
Bloomberg
According to the company, the output of 3D NAND at its fabs has surpassed the output of 2D NAND in terms of bits. Meanwhile, the costs of the first-generation 3D NAND are in line with expectations and the company is gearing up to start high-volume production of its second-gen 3D NAND in the coming weeks.
Anandtech
Micron Technology has said it is seeing signs of tight supplies of memory chips, a good omen for the company's bottom line but a potential worry for makers of smartphones, computers and other high-tech products.
Wall Street Journal
We note that Intel has been building new capacity at Dalian - it could be cheaper for Intel to buy NAND capacity from Micron than to invest in expanding new capacity at Dalian.
Barron's
An acquirer from China or Intel Corp., which has a joint venture with Micron, would be the most likely buyers, analysts said.
Bloomberg
Analysts are responding positively to the delay.
Barron's
Micron Technology gave a fiscal third-quarter forecast that missed analysts' estimates due to weaker demand for personal computer components.
Bloomberg
Micron announced that it is shipping 2 bit per cell flash memory (MLC) and three bit per cell (TLC) 3D flash memory and that the majority of its total NAND flash output will be on 3D NAND by the second half of 2016.
Forbes
The estimate of its first loss in more than two years sent the company's shares down 5.7% to $13.78 in extended trading on Tuesday.
Reuters
If Tsinghua Unigroup is unable to acquire the necessary IP to build 3D NAND, I believe the Chinese company will scrap its plan to build the new fab.
Seeking Alpha
One of the greatest risks to Apple's iPhone and iPad sales is its ability to secure enough DRAM (at a reasonable cost) when the inevitable shortage occurs in the future.
Seeking Alpha
Micron Technology and Western Digital are in talks with SanDisk about a possible acquisition, said the people, who asked not to be identified because the process is private.
Bloomberg
"We have cooperation with Micron on the business level," Unigroup Chairman Zhao Weiguo said in an interview Sunday, declining to elaborate on the nature of the cooperation. "We'd like to conduct business by cooperating with current memory giants, by setting up JV plants in China."
Bloomberg
Micron Technology is spending over 100 billion yen ($830 million) to enable its Japanese facility in Hiroshima to mass-produce the next generation of memory chips in an attempt to take on global leader Samsung Electronics.
Nikkei Electronics Asia
One day after an earnings call with investors, Micron Technology has acquired Tidal Systems for an undisclosed sum.
Tom's Hardware Guide
The chairman of China's Tsinghua Unigroup traveled to the United States this week to meet with board members of Micron Technology and try to revive a politically fraught takeover bid of the US chipmaker, people familiar with the matter said.
Reuters
Micron Technology's fourth-quarter profit fell sharply as lower selling prices again drove down revenue, underscoring the effects of weakened demand for personal computers.
Marketwatch.com (Dow Jones)
Net income in the period ended September 3 fell to US$471 million, or 42 cents a share, from US$1.15 billion, or 96 cents, a year earlier.
Bloomberg
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