Micron

The $100B memory war: Inside the battle for AI's future

Feature The AI gold rush is so large that even third place is lucrative

Storage16 Oct 2025 | 9

Micron close to selling all the high-bandwidth memory it will make in 2026

High demand and DRAM shortages send margins soaring

Systems24 Sep 2025 |

Uncle Sam eyes slice of Intel in return for CHIPS Act cash

Hmmm, state ownership of private corps... what does that remind us of?

Public Sector20 Aug 2025 | 33

Chinese memory-maker YMTC sues US rival Micron for defamation instead of the usual patent breaches

Alleges dirty PR campaign to slur its tech

The State of Storage13 Jun 2025 | 7

NAND flash prices plunge amid supply glut, factory output cut

Flaky demand for PCs and smartphones blamed

Storage17 Feb 2025 | 14

US logic in question, but perhaps American memory can still prevail

Comment With Intel's foundry future in doubt, Micron takes center stage in US Chips Act push

Storage03 Jan 2025 | 10

US Commerce Dept coughs up $6.1B Christmas present for Micron

Funding to support development of memory vendor's $125B fab expansion in New York and Idaho

Systems11 Dec 2024 | 9

Samsung's HBM3E has been a disaster, but there's a path back

Comment 274% profit increase belies missed deadlines, botched launches, and scrambling leadership

Systems15 Oct 2024 | 1

Memory-maker Micron predicts new wave of server consolidation

AI boosted revenue last year, demand for more RAM in devices to help in 2025

Systems26 Sep 2024 | 1

Intel nabs Micron exec to oversee foundry business ambitions

Memory veteran to help Gelsinger and co with longstanding internal/external contract manufacturing plans

Systems26 Jul 2024 |

Micron mega-fab mildly endangered by definitely endangered American bats

Updated Like a bat out of hell they'll be gone when November comes

Offbeat21 Jun 2024 | 12

Micron told to pay $445M in memory patent infringement case

Case brought by Netlist involved DRAM modules in computer systems

Storage24 May 2024 | 8

Hunger for more HBM capacity could cause shortage DRAM-a

Analyst warns of another unfortunate side effect of AI

Storage21 May 2024 |

SK hynix's high bandwidth memory buffet fully booked till 2025

Micron also riding the AI wave with 128 GB DDR5 RDIMMs

Storage02 May 2024 | 1

Lenovo and Micron first to implement LPCAMM2 in laptop

The SODIMM replacement finally arrives

Systems24 Apr 2024 | 5

Micron scores $6.1B CHIPS Act cash for New York and Idaho fabs

Memorymaker to park mega plant in Syracuse, says senator

Systems18 Apr 2024 |

Micron says it's first to QLC NAND with over 200 layers

Enhanced data density and speed upgrades, though challenges in endurance remain

Storage16 Apr 2024 | 5

Taiwan quake to hit chipmakers' capex, not chip supply

Some equipment suffered minor damage, but the silicon show must go on

Off-Prem05 Apr 2024 | 1

Micron bounces back as AI drives up memory prices

'Our HBM is sold out for calendar 2024,' trills CEO

Storage21 Mar 2024 | 1

Micron New York mega fab faces an environmental exam

At least the US Army is thinking about the frogs in those 226 acres of wetland

Systems04 Mar 2024 | 8

Chinese chip slinger found not guilty of stealing memory secrets from Micron

Fujian Jinhua escapes prosecution tho remains on the US sanctions list

Storage28 Feb 2024 | 1

Infosys loses ten-year, $1.5 billion contract announced just three months ago

Asia In Brief PLUS: Fujitsu Japan spins out servers, storage, and PCs; Japan’s moonshot on track; Samsung reportedly delays Arizona fab opening

Channel27 Dec 2023 | 26

New York set to host $10B semiconductor research facility with IBM and Micron

Elsewhere, BAE Systems bags first CHIPS Act funding

Systems11 Dec 2023 | 1

YMTC accuses Micron of 'freeriding' on its 3D NAND patents

Comes after US memory maker labeled security threat by China

Storage13 Nov 2023 | 2

Beijing signals it may let Micron out of the penalty box in the Middle Kingdom

Commerce minister would love if US chipmaker took root in Chinese market

On-Prem05 Nov 2023 | 2

Micron, SK-Hynix's shipping bandwidth-boosting LPDDR5 for on-device AI

So long as you don’t mind that it's soldered down

Systems26 Oct 2023 |

Japan confirms ¥192 billion will flow to help Micron build Hiroshima plant

That's $1.3 billion – pocket change compared to CHIPS Acts elsewhere

On-Prem04 Oct 2023 | 1

Micron revenue halved in FY23 as China ban bites

Reason for the block still a mystery – but most have their guesses

Systems28 Sep 2023 | 6

Fujitsu to quit Tokyo HQ

ASIA IN BRIEF PLUS: Micron breaks ground in India; Hong Kong goes for green fintech; Taiwan to launch first sub; and more

Off-Prem25 Sep 2023 | 2

US and China to keep talking about chip bans, just not when they'll end

Intel and Micron made the agenda, but action to ease their woes did not

Legal29 Aug 2023 | 2

Hey Joe, those US CHIPS funds still coming? We kinda need them, says Micron

And by kinda, Idaho fab giant means absolutely 'necessary' for the plants it already announced

On-Prem22 Aug 2023 | 6

Micron joins the CXL 2.0 party with a 256GB memory expander

RAM disguised as an SSD? What will they come up with next?

Storage08 Aug 2023 | 7

One problem with America's chip ambitions: Not quite enough staff

Semi industry fears US will be short 70K engineers, technicians, computer scientists by end of decade

On-Prem26 Jul 2023 | 39

Memory chipmaker Micron's sales down 57% as market bottoms out

Company eyes return to memory growth, but warns life on the China ban-list could be hard

Systems29 Jun 2023 |

Micron, Applied Materials make big investments in India

Not building fabs, but fabulous for India – as is GE coming to build jet engines

On-Prem23 Jun 2023 |

Micron warns China's ban could cost it $4 billion annual revenue

Asia In Brief PLUS: Crypto just isn't cricket in India; China's budget smartphone surge; Jack Ma is back, again; and more

Legal19 Jun 2023 | 1

Micron chips in $600M for China memory facility despite Beijing sanctions

It's not very nice being blacklisted for no apparent reason, is it?

Systems16 Jun 2023 | 3

Uncle Sam vows to Micron-manage China's memory chip ban

Commerce Secretary says US 'won't tolerate' Beijing's 'economic coercion'

Systems30 May 2023 | 10

US and China trade chiefs aim for cool heads as chip wars heat up

Commerce Secretary Raimondo asks WTF is going on with the Micron ban

Systems26 May 2023 | 6

US mulls retaliation for China blacklisting Micron without evidence of security threat

Sound like anyone you know?

Systems24 May 2023 | 17

China hasn't told Micron why it failed security review, or what its ban means

US memory-maker forecasts single-digit revenue impact, and ongoing gloom in PC and smartmobe markets

Security23 May 2023 | 7

China bans Micron products after security review finds unspecified flaws

Alleges major risks to national security, but is happy for chips to remain in place

Legal21 May 2023 | 24

Micron, Kyocera, Samsung bet billions on Japan chip plants

Meanwhile, Fujifilm pursues photolithography interests in Taiwan

Systems18 May 2023 | 3

Now you've all quit buying RAM and personal gear, chip wafer demand stumbles

We thought you loved us, cries someone in a fab somewhere, probably

Systems03 May 2023 | 6

China sticks national security probe into America's Micron

Looking for leaky memory, and possibly revenge

Systems01 Apr 2023 | 16

Diving DRAM prices are a problem not even AI can solve

Analysts just don't see digi-brains making a difference to dismal demand that's caused deep discounting

Systems29 Mar 2023 | 16

Micron writes off $1.43B in inventory as sales dive, claims only way is up

AIs are going to need memory and storage silicon, you know

Systems29 Mar 2023 | 8

Non-binary DDR5 is finally coming to save your wallet

Need a New Year's resolution? How about stop paying for memory you don't need

Storage02 Jan 2023 | 82

Micron plans staff decimation as demand dips to Great Recession levels

Lower demand? Bid adieu to 10% of workers and cut production

Systems22 Dec 2022 | 12

Micron double decimates production as sales stall

DRAM and NAND wafer production cut 20%

Systems17 Nov 2022 |

Micron samples first DRAM built using 1-beta process node

Performance boost down to fresh processes, new materials, and more advanced equipment

Storage01 Nov 2022 | 2

Samsung bucks industry trend, maintains memory investments

This is despite weakening demand and operating profit down by 49% in semiconductor division

Systems27 Oct 2022 |

More chipmakers report falling revenue as market braces for tough year

Made in Taiwan: Only TSMC seems to be dodging the downturn

Systems07 Oct 2022 | 7

Hot DRAM, Micron promises $100B for 'largest chip fab in US history'

Memory maker says plant will help to boost memory production in America

Systems05 Oct 2022 | 17

Taiwan’s GlobalWafers races to break ground in Texas before tax breaks dissolve

Everythings bigger in Texas, including the tax breaks

On-Prem13 Sep 2022 | 4

US semiconductor industry has a lot of ideas about where CHIPS Act money should go

Outsourced assembly and test a key missing part of supply chain, and foreign entities aren't beyond the pale

Systems02 Sep 2022 | 7