[Core News] A fire broke out in a Micron factory in Taiwan, China, DRAM quotation remains to be seen1. A fire broke out in a Micron factory in Taiwan, China, and DRAM quotations remain to be seen.According to Taiwan Busi...

[Core Information] Nvidia’s revenue doubled, Micron acquired panel factory to develop packagingNvidias performance surges sharply, data center business becomes core pillarNvidias financial report for the second quarter o...

[Core Information] Vishay officially announces factory reorganization, Micron NAND flash memory revenue hits record high1. Vishay launches global factory reorganization, closes factories, lays off employees and reduces c...

[Core Information] Samsung is rumored to stop producing DDR4 memory, and Micron launches department reorganization for AICore highlights: The storage industry is undergoing a comprehensive transformationDDR5+HBM, Samsung...

Broadcom Tomahawk 6 and Micron 1γ memory lead: breakthroughs in AI computing power and storage technology (2025.6.5)In early June, Broadcom and Micron simultaneously released blockbuster new products, setting new industr...

1. Storage market: DDR4’s historic price increase, Micron leads new AI memory solutionsDDR4 prices are upside down, and the wave of production discontinuation has triggered the marketSamsung and Micron accelerated their...

[Core Information] Micron’s Q3 revenue increased by more than 30% year-on-year, with DRAM leading the increase, and industry production capacity focused on advanced processesOn June 27, 2025, the global semiconductor ind...

[Core Information] AI boosts performance of leading distributors, Micron withdraws from mobile NAND field (2025-08-13)The demand for AI computing power has become the core engine of distributor performance. The structura...

The AI-driven storage supercycle is in full swing:Micron earnings hit record high、SK Hynix follows up on price increase, the three major original manufacturers have completed a closed loop of price increases; domestic st...

1. Micron withdraws from Crucial consumer business1. Core Decisions and TimelineMicron announcedTermination of Crucial consumer storage business, stop selling in global retail, e-commerce and distributor channelstransiti...