News tagged Micron at DIGITIMES

NEWS TAGGED MICRON

Thursday 18 December 2025

Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026

In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...

Thursday 18 December 2025

Micron hikes FY26 capex to US$20b to accelerate HBM and US fab output

Micron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...

Thursday 18 December 2025

Micron says fab start-up costs to have limited impact on gross margins despite expansion push

Micron Technology signalled confidence in sustaining elevated gross margins as its memory portfolio shifts further toward high-value products, even as new fab investments begin to...

Thursday 18 December 2025

Micron's blowout quarter underscores tightening memory supply and rising AI leverage

Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...

Tuesday 16 December 2025

Samsung nears deal to supply over 30% of Nvidia's HBM4 memory in 2026

Samsung Electronics is close to finalizing negotiations with Nvidia to supply more than 30% of its sixth-generation high-bandwidth memory (HBM4) for 2026, aiming to regain market...

Monday 15 December 2025

Micron's DDR5 outsourcing ramp redraws memory packaging trajectories through 2026

Memory demand remains overheated and supply tight, driving upstream manufacturers to lift utilization while majors such as Micron pivot toward customized, higher value-added output...

Friday 12 December 2025

Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established...

Friday 12 December 2025

Samsung's TM Roh to reportedly hold surprise CES meeting with Micron CEO on DRAM supply

Samsung Electronics is reportedly preparing for urgent negotiations with Micron Technology at CES 2026 in Las Vegas, as surging mobile DRAM prices and tightening supply threaten to...

Wednesday 10 December 2025

SK Hynix says no decision yet on potential US ADR listing of treasury shares

SK Hynix is considering listing its treasury shares on the US market via American Depositary Receipts (ADRs) but has not made a final decision, the company said. This statement follows...

Friday 5 December 2025

Micron exits consumer market with Crucial phase-out amid shift to AI-driven memory demand

Micron announced it will phase out its Crucial brand's consumer memory and SSD products by February 2026, marking its exit from the nearly 30-year-old consumer market. This move reflects...

Thursday 4 December 2025

Samsung reportedly wins majority of Nvidia's 2026 SOCAMM2 supply

Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules...

Thursday 4 December 2025

Commentary: Micron exits consumer memory market as structural chip shortage hits

Micron has announced it will exit its Crucial consumer product business, including SSDs and memory modules, with all shipments ending by February 2026. This move amid escalating memory...

Thursday 4 December 2025

Micron to exit consumer business as AI reshapes global memory demand

Micron Technology has announced plans to exit its consumer business, marking one of its most significant strategic shifts in years as the company prioritizes advanced memory chips...

Wednesday 3 December 2025

Samsung sixth-gen HBM reportedly cleared for production readiness, targets Nvidia supply chain

Samsung Electronics has reportedly completed the Production Readiness Approval (PRA) for its sixth-generation high-bandwidth memory (HBM), officially entering the production preparation...

Tuesday 2 December 2025

Samsung, SK Hynix lead HBM market, capitalize on Google's TPU push

Google's expanding investment in custom AI accelerators is reshaping the high-bandwidth memory market and lifting Samsung Electronics and SK Hynix as demand for tensor processing...

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