micron
Rampant AI demand "supplemented by the start of a recovery of traditional compute and storage infrastructure demand"
For LLMs “GPU RAM is actually one of our most valuable commodities. It's frequently the bottleneck, not compute…”
Beijing claimed Sunday that it had found security issues in semiconductor firm Micron products that “pose a major security risk" to China
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
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
