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The Latest Breaking News from Sanjay Mehrotra

Intel's incoming Malaysian-born CEO is the latest Fortune 500 semiconductor exec to hail from Asia

Lip-Bu Tan, who was born in Malaysia and went to university in Singapore, will take over as Intel's CEO on March 18. The news sent shares up over 10%.

Micron wants a bigger slice of the $100 billion HBM market with its 2026-bound HBM4 and HBM4E memory solutions

Micron wants a bigger slice of the $100 billion HBM market with its 2026-bound HBM4 and HBM4E memory solutions

Micron HBM3E 8H is included in Nvidia’s Blackwell B200 and GB200 platforms.

Micron: Why Now Is the Time to Be Brave

Micron: Why Now Is the Time to Be Brave

While Micron shares looks far removed from their June highs, there are several reasons investors should be getting excited.

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Micron's HBM4E heralds a new era of customized memory for AI GPUs and beyond

Micron's HBM update: HBM4 is on track for 2026. HBM4E will introduce customizable base dies for higher performance and tailored features.

Tom’s Hardware

Strong AI Data-Center Business Not Enough To Help Micron

Strong sales of memory chips for data centers weren't enough to offset weakness in PC and smartphone markets for Micron in Q1.

Investors Business Daily

Micron: Is the Chip Stock a Buy Before Its Upcoming Earnings?

Down 29% from all-time highs, Micron is a tech stock that trades at a cheap valuation in December 2024. Is the tech stock a good buy?

Micron Stock Falls on Disappointing Outlook: What to Know

Micron stock is lower Thursday as the memory chipmaker's soft current-quarter revenue outlook offsets a fiscal Q3 beat. Here's what you need to know.

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Chip Gear Stocks Rise On Micron's Capex Plans

Chip Gear Stocks Rise On Micron's Capex Plans

Applied Materials and Lam Research saw their shares rise after memory-chip maker Micron forecast a sizable increase in capital spending.

Investors Business Daily

Micron: U.S. Fabs Will Start Operating in 2026 - 2029

Micron: U.S. Fabs Will Start Operating in 2026 - 2029

When Micron announced plans to build two new fabs in the U.S. in 2022, the company vaguely said both would come online by the decade's end. Then, in 2023, it began to optimize its spending, which pushed production at these fabrication facilities. This week, the company outlined more precise timeframes…

Micron is the last memory maker to join the EUV party — company aims for EUV DRAM mass production in 2025

Micron is the last memory maker to join the EUV party — company aims for EUV DRAM mass production in 2025

Micron reiterates its plans to use EUV for high-volume DRAM production next year as it starts pilot production on a 1-gamma node.

Tom’s Hardware

Micron Samples 256 GB DDR5-8800 MCR DIMMs: Massive Modules for Massive Servers

Micron Samples 256 GB DDR5-8800 MCR DIMMs: Massive Modules for Massive Servers

Micron this week announced that it had begun sampling of its 256 GB multiplexer combined (MCR) DIMMs, the company's highest-capacity memory modules to date. These brand-new DDR5-based MCRDIMMs are aimed at next-generation servers, particularly those powered by Intel's Xeon Scalable 'Granite Rapids' processors that are set to support 12 or…

Micron Sells Out Entire HBM3E Supply for 2024, Most of 2025

Micron Sells Out Entire HBM3E Supply for 2024, Most of 2025

Being the first company to ship HBM3E memory has its perks for Micron, as the company has revealed that is has managed to sell out the entire supply of its advanced high-bandwidth memory for 2024, while most of their 2025 production has been allocated, as well. Micron's HBM3E memory (or…

Micron says high bandwidth memory is sold out for 2024 and most of 2025 — intense demand portends potential AI GPU production bottleneck

Micron says high bandwidth memory is sold out for 2024 and most of 2025 — intense demand portends potential AI GPU production bottleneck

Nvidia buys Micron's HBM3E supply for calendar 2024 and 2025.

Tom’s Hardware

Micron Stock Hits Record High, Sparks Chips Rally As Analyst Cites 'AI Semi FOMO Trade'

Micron Stock Hits Record High, Sparks Chips Rally As Analyst Cites 'AI Semi FOMO Trade'

Micron stock soared after the memory-chip maker smashed estimates for its fiscal Q2 and guided above views for the current period.

Investors Business Daily

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Micron Technology CEO meets Telangana CM Revanth Reddy

Micron Technology CEO meets Telangana Chief Minister to discuss investment prospects in the emerging investment destination.

3 Semiconductor Stocks Ready To Soar in 2024

Looking for a sector play that could break out in 2024? This article considers 3 semiconductor stocks that could do just that.

Investors Business Daily

Micron Stock Pops As Memory-Chip Maker Rides AI Wave

Micron is getting a lift from cloud service providers needing its advanced memory chips to support their artificial intelligence systems.

Tom’s Hardware

Chinese Minister Welcomes Micron's Expansion in the Country, On the Heels of Memory IC Ban

Chinese Ministry of Commerce welcomes Micron's foreign investment in the country.

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Tom’s Hardware

Chinese Minister Welcomes Micron's Expansion in the Country

Chinese Ministry of Commerce welcomes foreign investment in the country.

Can Micron Stock Hit $100 Per Share?

Micron stock has already gained over 34% year-to-date, but the Street-high price target for this semiconductor stock is $100 - about 50% away from current levels.

Micron to Ship HBM3E Memory to NVIDIA in Early 2024

Micron has reaffirmed plans to start shipments of its HBM3E memory in high volume in early 2024, while also revealing that NVIDIA is one of its primary customers for the new RAM. Meanwhile, the company stressed that its new product has been received with great interest by the industry at…

Micron Samples 128 GB Modules Based on 32 Gb DDR5 ICs

Micron is sampling 128 GB DDR5 memory modules, the company said at its earnings call this week. The modules are based on the company's latest single die, non-stacked 32 Gb DDR5 memory devices, which the company announced earlier this summer and which will eventually open doors for 1 TB memory…

Buy, Hold or Sell Before Earnings: Micron Technology (MU)

Micron (MU) posted a significant year-over-year decline in revenue and incurred massive losses in the third quarter of 2023. Further, analysts appear bearish about its outlook amid China’s ban on its chips and the demand-supply imbalance. But given the stock’s more than 18% gain over the past six months, let’s…

Tom’s Hardware

Micron Loses $2.312 Billion as Demand for DRAM and 3D NAND Nosedives

Micron will further cut investments and reduce workforce due to short-term 3D NAND and DRAM demand uncertainties.

Chip Inventories Swell as Consumers Buy Fewer Gadgets

The world is now awash in chips. The oversupply marks a sharp turnaround from a global shortage during two years of supercharged demand. Consumer appetite for electronics has weakened against a backdrop of rising interest rates, a falling stock market and recession fears.

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Sanjay Mehrotra

From analysis to the latest developments in health,
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