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2024-06-27

[News] Memory Giant Micron’s 3Q24 Earnings Report Released, Outlook Slightly Better Than Expected

On June 26, American memory manufacturer Micron announced its financial results for the third quarter of the 2024 fiscal year (ending May 30, 2024) after the market closed: revenue increased by 82% year-over-year (17% quarter-over-quarter) to $6.811 billion; Non-GAAP diluted earnings per share (EPS)...

2024-06-27

[News] Outpacing Samsung or the End of Race? Kioxia Aims 1000-layer NAND by 2027

After ending production cuts amidst a recovery in the memory industry, Kioxia disclosed its plans on the 3D NAND roadmap last week. According to reports from PC Watch and Blocks & Files, Kioxia stated that achieving a 1,000-layer level by 2027 would be possible. According to the reports, the ...

2024-06-27

[News] GDDR7 Emerging as a New Driver for Memory Industry

AI applications is driving the memory market forward, with HBM (High Bandwidth Memory) undoubtedly being a sought-after product of the industry, attracting increased capital expenditure and production expansion from memory manufacturers. At the meantime, a new force in the memory market has quietly ...

2024-06-26

[News] South Korea to Boost Semiconductor with a 26 Trillion Won Subsidy Program Starting in July

According to reports from the Chosun Daily, starting from July, the South Korean government will begin offering incentives and subsidies to semiconductor companies, launching a 26 trillion won (USD 19 billion) funding program to support the industry. While China and the United States are introduc...

2024-06-26

[News] TSMC’s Kumamoto Fab 2 Reportedly Begins Land Preparation

According to a report from Japanese news outlet Kyodo News, TSMC's Fab in Kikuyo, Kumamoto Prefecture, Japan (Kumamoto Fab 1) is expected to start mass production in Q4 this year. The planned second Fab (Kumamoto Fab 2) will also be located in Kikuyo. Reportedly, TSMC's Kumamoto Fab 2 has already b...

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