Systems Your next car might need 300 GB of RAM, and so will autonomous robots Micron plans to cash in, after already growing revenue $10 billion in a single quarter
Off-Prem AWS Middle East disrupted after ‘objects struck datacenter’ amid Iran war PLUS: AI claims 2,000 jobs at Australia’s WiseTech; Samsung wants humanoid robots for autonomous factories; Micron opens India plant; And more!
Storage AI gets all the good stuff, including Micron's speedy 28 GB/s PCIe 6.0 SSD Consumers have a long wait ahead of them before they can bring that kind of performance home
Systems Samsung says it's first to ship HBM4, a day after Micron revealed its own sales This bodes well for Nvidia getting Vera Rubin out the door next quarter as planned
Systems Micron continues fab spending spree with $24B NAND storage plant in Singapore No salvation from the memory winter, though - plant won't start churning out chips until 2028
Systems Micron finds a way to make more DRAM with $1.8bn chip plant purchase Taiwan’s Powerchip sells legacy fab it opened just 19 months ago after spending $9.5 billion
Storage Micron breaks ground on humungous NY DRAM fab after beating bats and tree huggers Chipmaker claims the four-fab site could expand US-based DRAM production by a factor of 12
Systems Micron says memory shortages are here for the foreseeable future Even with its new fabs coming online, demand will exceed supply
Storage Micron ditches consumer memory brand Crucial to chase AI riches First AI came for our jobs. Now, our memory?
AI + ML Altman sticks a different hand out, wants tax credits instead of gov loans We can't let supply chain shortages burst the bubble boy's balloon
Storage The $100B memory war: Inside the battle for AI's future The AI gold rush is so large that even third place is lucrative
Systems Micron close to selling all the high-bandwidth memory it will make in 2026 High demand and DRAM shortages send margins soaring
Public Sector Uncle Sam eyes slice of Intel in return for CHIPS Act cash Hmmm, state ownership of private corps... what does that remind us of?
The State of Storage Chinese memory-maker YMTC sues US rival Micron for defamation instead of the usual patent breaches
Storage US logic in question, but perhaps American memory can still prevail With Intel's foundry future in doubt, Micron takes center stage in US Chips Act push
Systems Intel nabs Micron exec to oversee foundry business ambitions Memory veteran to help Gelsinger and co with longstanding internal/external contract manufacturing plans
Offbeat Micron mega-fab mildly endangered by definitely endangered American bats Like a bat out of hell they'll be gone when November comes
Storage Micron told to pay $445M in memory patent infringement case Case brought by Netlist involved DRAM modules in computer systems
Storage Hunger for more HBM capacity could cause shortage DRAM-a Analyst warns of another unfortunate side effect of AI
Storage SK hynix's high bandwidth memory buffet fully booked till 2025 Micron also riding the AI wave with 128 GB DDR5 RDIMMs
Systems Lenovo and Micron first to implement LPCAMM2 in laptop The SODIMM replacement finally arrives
Systems Micron scores $6.1B CHIPS Act cash for New York and Idaho fabs Memorymaker to park mega plant in Syracuse, says senator
Storage Micron says it's first to QLC NAND with over 200 layers Enhanced data density and speed upgrades, though challenges in endurance remain
Off-Prem Taiwan quake to hit chipmakers' capex, not chip supply Some equipment suffered minor damage, but the silicon show must go on
Storage Micron bounces back as AI drives up memory prices 'Our HBM is sold out for calendar 2024,' trills CEO
Systems 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
Storage Chinese chip slinger found not guilty of stealing memory secrets from Micron Fujian Jinhua escapes prosecution tho remains on the US sanctions list
Channel Infosys loses ten-year, $1.5 billion contract announced just three months ago PLUS: Fujitsu Japan spins out servers, storage, and PCs; Japan’s moonshot on track; Samsung reportedly delays Arizona fab opening
Systems Micron, SK-Hynix's shipping bandwidth-boosting LPDDR5 for on-device AI So long as you don’t mind that it's soldered down
Legal 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
On-Prem 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
Storage Micron joins the CXL 2.0 party with a 256GB memory expander RAM disguised as an SSD? What will they come up with next?
On-Prem 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
Systems 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
On-Prem Micron, Applied Materials make big investments in India Not building fabs, but fabulous for India – as is GE coming to build jet engines
Legal Micron warns China's ban could cost it $4 billion annual revenue PLUS: Crypto just isn't cricket in India; China's budget smartphone surge; Jack Ma is back, again; and more
Systems Micron chips in $600M for China memory facility despite Beijing sanctions It's not very nice being blacklisted for no apparent reason, is it?
Systems Uncle Sam vows to Micron-manage China's memory chip ban Commerce Secretary says US 'won't tolerate' Beijing's 'economic coercion'
Systems 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
Systems US mulls retaliation for China blacklisting Micron without evidence of security threat Sound like anyone you know?
Security 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
Legal 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
Systems 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
Systems Micron plans staff decimation as demand dips to Great Recession levels Lower demand? Bid adieu to 10% of workers and cut production
Personal Tech Bringing the best of all technology worlds to next-gen laptops Memory is the key to enabling lightweight, power efficient, high-performance portability
Storage Micron samples first DRAM built using 1-beta process node Performance boost down to fresh processes, new materials, and more advanced equipment
Systems Samsung bucks industry trend, maintains memory investments This is despite weakening demand and operating profit down by 49% in semiconductor division
Systems More chipmakers report falling revenue as market braces for tough year Made in Taiwan: Only TSMC seems to be dodging the downturn
Systems Hot DRAM, Micron promises $100B for 'largest chip fab in US history' Memory maker says plant will help to boost memory production in America
On-Prem Taiwan’s GlobalWafers races to break ground in Texas before tax breaks dissolve Everythings bigger in Texas, including the tax breaks
Systems 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
On-Prem Micron confirms first US memory fab on home soil in 20 years $15 billion Idaho facility is the first step as chip biz feeds on CHIPS Act
Systems The CHIPS Act won't end US reliance on foreign foundries For all the billions poured in, is a 'Made in America' sticker worth it?
Storage Inflation worries push PC and mobile DRAM demand down, with pricing to follow Samsung, SK hynix, Micron are in for some pain, claims analyst, plus signs point to stockpiled customer inventory
Systems US CHIPS Act: Getting the funding is just the start Plan to regain semiconductor production market share may be a case of too little, too late
Systems Micron pledges $40b for US fabs as financial headwinds mount The memory biz is bracing for a recession-fueled drop in demand
Storage CXL absorbs OpenCAPI on the road to interconnect dominance It's not the first rival open standard has assimilated – remember Gen-Z?
Storage Micron pledges US memory expansion after CHIPS Act passes With $52 billion on the table, everyone wants their fair share
Storage Micron's 232-layer NAND is a game changer for database workloads Faster, higher capacity, and cheaper per gig. What more could you ask for? Oh yeah, endurance?
Storage Seagate lowers production and sales forecasts amid weakening economy US datacenter demand holding up, floundering in China. Consumers? 'Spending money on other things'
Systems SK hynix reviews investments as chip market slows When the chips are down: Memory device maker the latest to evaluate direction
Systems Power outage at Hiroshima facility may hit DRAM supply Micron says ‘inclement’ weather responsible for complete production shutdown, apparently
Storage Micron releases DDR5 DRAM ready for next-gen servers The memory chips are here, we're just waiting on Intel and AMD
Storage Micron aims 1.5TB microSD card at video surveillance market Ideal for corporate fleet dash cameras, smart home security, police bodycams, VSaaS and more, says chip giant
Storage Micron dangles predictable memory price agreements in front of vendors The idea? To get investors muttering: DRAM, those gross margins are stable...
Systems This may seem weird but don't give us all the chip funding, say Intel and friends Semiconductor Alliance wants US R&D billions to be dished out fairly, broadly, objectively
Systems Epyc move: Micron shifts high-demand chip design apps to AMD Memory and storage maker skips over Intel this time
Personal Tech Who's Intel Inside and Outside today: PC chip boss installed after EVP heads for exit – plus next CFO named 25-year veteran Michelle Johnston Holthaus appointed alongside beancounter from Micron
On-Prem Micron expects COVID-19-hit Xi'an DRAM factory to reopen as normal soon Neither cough nor sneeze nor gloom of coronavirus stays these chip makers from their appointed rounds
Storage Memory maker Micron moots $150bn mega manufacturing moneybag AI and 5G to fuel demand for new plants and R&D
Storage Memory maker Micron offers hope for PC parts supply returning 'in the coming months' Oh, and boasts over record-breaking return from IoT segment, too
Storage Micron announces EUV fabs by 2024 as it flogs Utah facility to Texas Instruments Oh, and it would like everyone to know it had a fantastic sales quarter, natch
Networks Cisco names Micron as supplier of SSDs that make Nexus and Firepower kit snooze Drive looks to be an industrial model, so probably not a wider threat
Security After first floating $20bn penalty, DoJ suggests $60m fine for UMC's theft of Micron’s DRAM secrets
Storage Memories are made of chips: 'Surge in online activity' helps Micron make off with $5.4bn in Q3
Storage Wanted – DRAM or alive: US Feds bag arrest warrants for three Taiwanese accused of stealing Micron's mem secrets
On-Prem Meeemories, fuel our revenue's incline: Micron sees uptick in PC and data centre demand as WFH becomes new normal
Storage DRAM, that's cold: Overclockers squeeze out extra Micron DDR4 performance with liquid nitrogen system
Personal Tech Make America buy phones again! Smartphone doom 'n' gloom crosses Atlantic to cast shadow stateside
Storage Need a 1TB microSD for your smartmobe? Come April, you can free up storage space in your wallet and buy one
Storage NAND it feels so good to be a gangsta: Only Intel flash revenues on the rise after brutal quarter
On-Prem China examines antitrust probe thrust into Samsung, SK Hynix and Micron: Claims to see 'massive evidence'
Storage There's no 'I' in 'IMFT' – because Micron intends to buy Intel out of 3D XPoint joint venture
On-Prem Micron to shove $3bn in Virginia fab to support manufacture of hardy chips for IoT-type stuff
Storage NAND we'll send foreign tech packing, says China of Xtacking: DRAM-speed... but light on layer-stacking
Storage AI servers will need much more memory. And you know who's going to be there? Yep, big daddy Micron
Storage Chinese boffins on 3D XPoint: If it works like phase-change memory, it's probably phase-change memory
Storage What do people want? If we're talking mainstream enterprise SATA SSDs, reliability, chirps Micron
