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Thursday 26 December 2024
Micron opens third office building in Taichung as Taiwan investment tops US$30 billion
Micron Technology's Taiwan subsidiary officially held an opening ceremony for its third office building in Taichung on December 25, marking a significant milestone in its long-term...
Thursday 26 December 2024
Looming subsidy cuts raise concerns over Taiwan's inflow of tech investments
Taiwan's successful track record of attracting major tech investments from companies like Nvidia, Micron, and AMD faces potential headwinds as lawmakers pass a new act that could...
Thursday 26 December 2024
HBM4 race heats up among memory giants: customization and DRAM scaling at the crux
Micron is aggressively expanding its footprint in the high-bandwidth memory market, capitalizing on surging AI chip demand to accelerate growth. Backing this expansion, the company...
Monday 23 December 2024
Micron forecasts slump in general-purpose memory, casting doubts on Samsung, SK Hynix
Micron has released its first-quarter fiscal 2025 (1QFY25, ending November 28, 2024) financial results, highlighting strong performance in its HBM segment. However, a weaker-than-expected...
Monday 23 December 2024
Micron advances HBM4 development, sets 2026 for mass production
Micron Technology announced during its latest investor conference that its HBM4 development is progressing as planned while revealing development of HBM4E is underway. The company...
Thursday 19 December 2024
Micron sees data center-driven record sales, but guidance disappoints
Micron Technology reported record fiscal first-quarter revenue driven by data center SSD sales, which now represent over half of total revenue. While HBM shipments doubled quarter...
Thursday 19 December 2024
Micron is optimistic about HBM demand and AI growth despite market challenges
After revealing the latest financial results, Micron held an earnings call, discussing the recovery paces across markets. The company is optimistic about the demand for HBM as it...
Tuesday 17 December 2024
Biden's bow-out embargo expose glaring gaps in China's HBM localization
The surging AI market has driven unprecedented demand for high-bandwidth memory (HBM), placing significant strain on supply chains. In early August, reports surfaced that the Biden...
Monday 16 December 2024
SK Hynix reportedly eyes advanced IC packaging expansion with HBM expertise
According to ET News, SK Hynix is setting its sights on the semiconductor packaging market by offering packaging foundry services, a move that analysts say capitalizes on...
Thursday 12 December 2024
Micron set to grab Chips Act funds, Korean rivals risk falling behind
Micron Technology is set to secure up to US$6.2 billion in US subsidies this week, marking the final major agreement under the Biden administration's semiconductor initiative, while...
Wednesday 11 December 2024
Micron secures US$6.165 billion in CHIPS Act funding for US expansion
The US Department of Commerce has awarded Micron Technology US$6.165 billion to expand memory chip production in New York and Idaho, creating 20,000 jobs. The chipmaker also secured...
Tuesday 10 December 2024
AUO factory sale sparks asset valuation surge for optical film manufacturer EFUN
The sale of AUO's Tainan factory to Micron for NT$260,000 (US$8,022) per Taiwanese ping (approx. 3.3 square meters) has triggered a ripple effect in the industrial real estate market...
Monday 9 December 2024
With three consecutive litigation wins against Samsung, who is Netlist?
The US court has ruled that Samsung Electronics (Samsung) must pay US$118 million to American semiconductor company Netlist in a patent infringement lawsuit. This ruling has not only...
Monday 9 December 2024
Samsung and SK Hynix secure China operations under new US controls while CXMT exclusion raises eyebrows
With the US implementing new semiconductor export controls, Samsung Electronics (Samsung) and SK Hynix have gained temporary relief as they advance their process upgrades at factories...
Friday 6 December 2024
Intel's interim chiefs blend newcomer vision with veteran roots
Following CEO Pat Gelsinger's unexpected retirement announcement, Intel has appointed CFO David Zinsner and EVP Michelle Johnston Holthaus as interim co-CEOs, marking the first time...