micron
Micron ramps up CapEx with help from Uncle Sam
Rampant AI demand "supplemented by the start of a recovery of traditional compute and storage infrastructure demand"
micron
Memory is hot property amid AI boom, as Micron sells out of HBM through 2025
For LLMs “GPU RAM is actually one of our most valuable commodities. It's frequently the bottleneck, not compute…”
semiconductors
US-China semiconductor saga continues after Micron ban backlash in Washington
Cybersecurity
China says chip firm Micron’s products “a major security risk”
Beijing claimed Sunday that it had found security issues in semiconductor firm Micron products that “pose a major security risk" to China
Enterprise IT
Micron halves CapEx, warns of “most severe imbalance” in memory market since 2008
Micron is cutting spending on memory chip fabrication by 50% in 2023 and slashing 10% of its workforce, or some 5,000 jobs, with the semiconductor firm’s CEO Sanjay Mehrotra warning the memory market is facing “the most severe imbalance between supply and demand in both DRAM and NAND
Featured
Memory giant vows to slash capex, sees 180m fewer smartphones and PCs shipped
Semiconductor firm Micron has slashed its outlook for the rest of the year, saying it expects to see 130 million fewer smartphones and 30 million fewer PCs shipped than it predicted earlier in 2022. The memory specialist vowed “immediate action” to trim supply amid an economic slowdown and pledged to
Enterprise IT
Micron blames earthquake for Q2 DRAM supply constraint, says cloud memory demand "here to stay".
Silicon swapped for metal control gate in latest NAND.