Browsing Tag
Micron Technology
45 posts
Sandisk (SNDK) targets 80% gross margins and 100% cash return through FY2030
Sandisk's FY2028-2030 model targets 80% non-GAAP gross margins and 100% excess cash return, testing whether NBM contracts have broken NAND's cyclicality.
Microchip Technology (Nasdaq: MCHP) beats Q1 and guides Q2 above Street on data centre demand
Microchip Technology guided Q2 to $1.59-1.62B revenue and $0.91-0.95 EPS, sending MCHP up 9% after hours as data centre demand joins the industrial rebound.
CXMT IPO turns China’s memory-chip champion into a $480bn market test
CXMT’s US$8.6 billion Shanghai IPO and 466% debut surge have turned China’s leading DRAM maker into a public-market symbol of AI memory demand, semiconductor sovereignty and valuation risk.
Nanya Technology’s NT$200bn capex bet tests whether AI has changed the DRAM cycle
Nanya Technology plans to quadruple annual capital spending as AI diverts memory capacity away from conventional markets, but record margins and extreme stock gains raise the risk of investing near the top of the cycle.
ASML (NASDAQ: ASML) beats Q2 as €43-45bn 2026 sales guidance is raised
ASML (NASDAQ: ASML) beats Q2 at €9.3bn, raises 2026 sales outlook to €43-45bn and plans 30% capacity expansion for 2027 at both EUV and DUV lines.
GlobalWafers locks in $500m Micron financing and 10-year Sherman wafer supply pact
Micron pledges $500M to GlobalWafers Sherman under 10-year 300mm wafer supply pact; 6488 rally faces Hold consensus even as $3B US chain rebuild anchors deal.
SK Hynix (SKHYV) Nasdaq debut raises $26.5bn, second-largest US IPO ever after SpaceX
SK Hynix (SKHY) opens at $170 in $26.5B Nasdaq debut, +14% from $149; CEO Kwak says memory crunch persists beyond 2030 as Micron valuation discount closes.
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset with 20% bandwidth gain
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset for AI data centers, 20% bandwidth gain. Q2 fiscal 2026 earnings July 27 as memory interface scales.
SanDisk (SNDK) rallies 7.6% on AI NAND supercycle, $42bn backlog anchors thesis
SanDisk (SNDK) rallies 7.6% on AI NAND thesis, $42B backlog validates supercycle. SK Hynix Nasdaq listing July 10 tests scarcity premium ahead of Aug earnings.
Penguin Solutions (PENG) delivers Q3 fiscal 2026 double beat, raises FY26 revenue growth to 22% on agentic AI demand as Integrated Memory jumps 111%
Penguin Solutions (PENG) posts Q3 double beat, raises FY26 revenue growth to 22% on agentic AI demand. Shares up 8.5% AH, Integrated Memory jumps 111%.