Micron shares closed down 10% on Monday and are now down 30% since Micron's earnings report on March 18; Sandisk fell 7% and Western Digital dropped 9%
Micron shares plummeted 10% on Monday, continuing the memory maker's significant post-earnings sell-off.
US memory chip stocks lost ~$100B in market value this week, led by Micron's 15% drop, after Google Research detailed its TurboQuant compression algorithm
www.ft.com/content/e4e1... …
US memory chip stocks lost ~$100B in market value this week, led by Micron's 15% drop, after Google Research detailed its TurboQuant compression algorithm
New research suggests AI data centres will need much less memory than investors had bargained for — US memory chip stocks …
Micron reports Q2 revenue up 196% YoY to $23.9B, above $19.7B est., expects 2026 capex to exceed $25B, above $22.4B est., and forecasts Q3 revenue above est.
Micron Technology Inc. warned that it will need to spend heavily on production to meet burgeoning demand, overshadowing …
Micron reports Q2 revenue up 196% YoY to $23.9B, vs. $19.7B est., expects 2026 capex to exceed $25B, vs. $22.4B est., and forecasts Q3 revenue above estimates
Micron Technology Inc. warned that it will need to spend heavily on production to meet burgeoning demand, overshadowing …
Micron completes its $1.8B acquisition of Powerchip's DRAM fab in Taiwan, and plans a second fab of similar scale, with construction starting by the end of FY26
U.S. memory chipmaker Micron Technology (MU.O) said on Monday it plans to build a second manufacturing facility in Taiwan …
Applied Materials partners with Micron and SK Hynix to develop next-gen memory chips for AI and HPC at its new EPIC center, part of a planned $5B R&D investment
Applied Materials (AMAT.O) said on Tuesday it has partnered with memory chip companies Micron Technology (MU.O) and SK Hynix …
A look at a local group's lawsuit against Micron over its $100B New York manufacturing complex, alleging a rushed permitting process and environmental review
Micron launches the first mass-produced PCIe 6.0 SSDs, with read speeds up to 28GB/s, double that of PCIe 5.0 SSDs, optimized for AI and data center deployments
Micron's new drive is so fast that it fully benefits from liquid cooling, but air cooling is still supported
Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand
For decades, memory chips were low-margin commodity products. Now the industry can't make enough to satisfy data centers' hunger.