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The Latest Breaking News from Sanjay Mehrotra

3 Companies That Will Profit From Trump's Semiconductor Tariffs

With President Trump’s recent announcement of a 100% tariff on imported semiconductors, these three American chipmakers are poised to profit.

MarketBeat

Can Micron Stock Hit $200 in 2025?

One analyst predicts that Micron could hit a bold Street-high target of $200.

Barchart

Micron details new U.S. fab projects: HBM assembly comes to the U.S., Idaho Fab comes online in 2027, New York fabs later

Micron detailed its $200 billion U.S. investment plan to build six DRAM fabs and HBM assembly facilities in the U.S. over the next 20 years.

Tom’s Hardware

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Micron samples ground-breaking EUV-based memory — new DRAM process slashes power consumption by 20% and boosts performance by 15%

Micron has begun sampling LPDDR5X chips made with its new 1γ process that relies on EUV patterning, marking a major technology transition that improves performance, power efficiency, and bit density across its DRAM portfolio.

Tom’s Hardware

Micron CEO Cautions AI Boom May Not Be Fully Sustainable, Flags Tariff-Driven Demand Pull-In

During Micron Technology Inc.’s (NASDAQ:MU) third quarter results, the company’s CEO, Sanjay Mehrotra, warned investors that not all of the AI-fueled demand surge may be sustainable.

Benzinga

Micron Q3 Earnings: Revenue, EPS Beat Estimates As Data Center Revenue More Than Doubles, Strong Guidance On Rising AI-Driven Demand

Micron Technology Inc (NASDAQ:MU) reported financial results for the third quarter of fiscal 2025 after the market close on Wednesday. Here’s what you need to know from the report.

Benzinga

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%.

Fortune

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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.

TechRadar

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.

MarketBeat

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?

Barchart

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.

Kiplinger

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

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AnandTech

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…

Tom’s Hardware

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.

AnandTech

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…

AnandTech

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…

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Tom’s Hardware

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.

Investors Business Daily

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.

The Hindu

Micron Technology CEO meets Telangana CM Revanth Reddy

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

Barchart

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.

Tom’s Hardware

Chinese Minister Welcomes Micron's Expansion in the Country

Chinese Ministry of Commerce welcomes foreign investment in the country.

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