Micron


2024-04-12

[News] Micron Expects 4-6% Quarterly DRAM Supply Impact Post Taiwan Earthquake

Memory manufacturer Micron Technology stated on April 11 that the earthquake in Taiwan on April 3 has impacted its DRAM supply, estimated to be between 4-6% (mid-single digit percentage). Micron emphasized in an 8-K filing with the U.S. Securities and Exchange Commission (SEC) that the earthquak...

2024-03-28

[News] Memory Manufacturers Vie for HBM3e Market

Recently, South Korean media Alphabiz reported that Samsung may exclusively supply 12-layer HBM3e to NVIDIA. The report indicates NVIDIA is set to commence large-scale purchases of Samsung Electronics' 12-layer HBM3e as early as September, who will exclusively provide the 12-layer HBM3e to NVIDIA...

2024-03-22

[News] Micron’s Financial Report Reveals High Demand for HBM in 2025, Capacity Nears Full Allocation

Micron, the major memory manufacturer in the United States, has benefited from AI demand, turning losses into profits last quarter (ending in February) and issuing optimistic financial forecasts. During its earnings call on March 20th, Micron CEO Sanjay Mehrotra stated that the company's HBM (Hig...

2024-03-15

[News] Following February’s Advance Production of HBM3e, Micron Reportedly Secures Order from NVIDIA for H200

According to a report from the South Korean newspaper "Korea Joongang Daily," following Micron's initiation of mass production of the latest high-bandwidth memory HBM3e in February 2024, it has recently secured an order from NVIDIA for the H200 AI GPU. It is understood that NVIDIA's upcoming H200 pr...

2024-03-15

[News] Three-way Contest for HBM Dominance, Uncertainties Surrounding China’s Supply Chain Involvement

With numerous cloud computing companies and large-scale AI model manufacturers investing heavily in AI computing infrastructure, the demand for AI processors is rapidly increasing. As per a report from IJIWEI, the demand for HBM (High Bandwidth Memory), a key component among them, has been on the ri...

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