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MICRON
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Global Memory Revenue Forecast to Reach $837.3 Billion in 2026 as AI Lifts Market Share to 54%
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Micron plans $10 billion memory research center in Boise
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AI server demand lifts top five NAND Flash suppliers’ revenue 77% in 2Q26
Manufacturer
GlobalWafers says semiconductor wafer supply-demand imbalance has begun
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Micron’s HBM4 delay threatens its position in the next AI memory cycle
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Samsung follows Micron with Q4 DRAM price hikes of up to 30%
MarketWatch
US chip giants urge White House to reconsider semiconductor tariff plan
MarketWatch
Micron upgrades new factory to boost HBM production capacity
MarketWatch
Micron announces the industry’s first shipment of key memory products for AI data centers
MarketWatch
Micron will receive more than $6 billion in U.S. subsidies, reports say
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