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    NEWS TAGGED MICRON
    Friday 22 August 2025
    Equity-for-subsidies: Samsung and Seoul fear US govt overreach
    The Trump administration is exploring acquiring equity stakes in major semiconductor companies, including Samsung Electronics, following its interest in Intel Corporation. This move,...
    Friday 22 August 2025
    TSMC considers returning subsidies as US official clarifies no equity stake planned, according to WSJ
    The US government has no plans to take equity stakes in major semiconductor companies like TSMC and Micron, despite speculation fueled by recent comments on potential investments...
    Friday 22 August 2025
    Nvidia's HBM supply chain to undergo major reshuffle in 2026
    The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...
    Thursday 21 August 2025
    Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

    Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

    Wednesday 20 August 2025
    Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
    The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
    Tuesday 19 August 2025
    Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

    Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...

    Friday 15 August 2025
    Samsung plays the long game on DDR4 as rivals exit for DDR5
    Samsung Electronics is again at the center of speculation over a potential end to DDR4 DRAM production, as fresh industry reports indicate it may keep the older-generation memory...
    Wednesday 13 August 2025
    Micron walks away from China's mobile NAND market, opening doors for rivals
    Micron Technology is retreating from the mobile NAND flash market and cutting its China footprint, a shift set to benefit Samsung Electronics and Yangtze Memory Technologies Co. (YMTC)...
    Tuesday 12 August 2025
    Micron reportedly trims China workforce, focusing on R&D and support functions
    Micron Technology has reportedly launched a new round of layoffs in its China operations, starting August 11, 2025, affecting embedded research and development, testing, and technical...
    Tuesday 12 August 2025
    Micron raises outlook on strong DRAM pricing, AI demand
    Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
    Thursday 7 August 2025
    Micron launches AI-focused SSD line featuring world's first Gen6 NVMe drive
    Micron Technology has launched three data center SSDs aimed at the AI application market, featuring 232-layer stacked G9 NAND technology and introducing the world's first PCIe Gen6...
    Thursday 7 August 2025
    Global chip giants unleash US$135 billion fab spending spree as AI demand soars
    Capital expenditures by the world's top ten semiconductor manufacturers are projected to reach US$135 billion in 2025, marking a 7% increase from the previous year. This rebound signals...
    Monday 21 July 2025
    Weekly news roundup: Nvidia partners with Micron, Huawei's 'Little HiSilicon' launches, GB300 production begins
    Below are the top DIGITIMES Asia stories from July 14 to 20, 2025. The top three topics include Nvidia teams up with Micron for a major SOCAMM rollout, aiming to challenge high-bandwidth...
    Monday 21 July 2025
    Samsung reportedly cracks 1c DRAM yield hurdle, positions HBM4 for AI rebound
    Samsung Electronics is preparing a major push to reclaim ground in the high-bandwidth memory (HBM) market, where it has lagged behind SK Hynix and Micron. Its sixth-generation 1c...
    Monday 21 July 2025
    Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
    As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...
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    Research Report Database
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 13 August 2025
    Advanced WLP and back-end solutions at SEMICON Taiwan 2025
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES