micron - The Stack

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"

Edward Targett June 27, 2024

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…”

Edward Targett March 24, 2024

semiconductors

China

News

US-China semiconductor saga continues after Micron ban backlash in Washington

...

Azania Imtiaz Patel May 31, 2023

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

The Stack May 22, 2023

Micron halves CapEx, warns of “most severe imbalance” in memory market since 2008

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...

The Stack December 22, 2022

Memory giant vows to slash capex, sees 180m fewer smartphones and PCs shipped

Featured

earnings

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...

The Stack July 11, 2022