Browsing Tag
Micron Technology
54 posts
Samsung profit surges 783% to KRW107.4tn as AI memory boom exposes smartphone weakness
Samsung Electronics reported record quarterly revenue of KRW195.3 trillion and operating profit of KRW107.4 trillion as artificial intelligence demand transformed semiconductor profitability. However, losses in its consumer device businesses and a planned KRW84.4 trillion capital expenditure programme raise questions about the sustainability of the earnings boom.
Micron invests in New York minerals processing to secure AI memory chip supply chain
Micron Technology is financing an expansion of Indium Corporation's high-purity materials operations in New York, supporting the proposed restoration of domestic processing capabilities required by semiconductor manufacturers. The agreement creates a new supply-chain link near Micron's planned memory manufacturing complex, but the investment amount and production timetable remain undisclosed.
Micron plans a record $35.16bn share buyback. Why did its stock still fall nearly 4%?
Micron Technology has expanded its share repurchase authorization to $35.16 billion, but new developments at China's ChangXin Memory Technologies are intensifying questions about future competition in the AI memory market.
Applied Materials opens $5bn AI chip research hub. Can it change how semiconductors are made?
Applied Materials has unveiled its EPIC Center in Silicon Valley, bringing leading chipmakers and research institutions into a shared development environment designed to accelerate advanced semiconductor manufacturing.
Micron Q4 revenue reaches $54.2bn as AI memory gross margin hits 86.8%
Micron ended fiscal 2026 with extraordinary revenue, margins and cash generation as AI-driven memory shortages transformed a historically cyclical semiconductor business.
CXMT targets NAND flash as $8.6bn IPO gives China’s memory champion room to expand
ChangXin Memory Technologies is preparing a NAND flash research and development production line in Beijing, Reuters reported, potentially taking China’s newly listed DRAM champion into direct competition with Samsung, SK Hynix, Micron and domestic rival YMTC.
Why Kulicke & Soffa named Raj Talluri CEO as revenue jumps 123%
Raj Talluri has become President and CEO of Kulicke & Soffa after a nine-month succession process, inheriting $330.4 million of quarterly revenue, $57.4 million of net income and a semiconductor assembly business positioning for stronger advanced-packaging demand.
Micron names Manish Bhatia president and COO as AI memory boom reshapes leadership
Micron Technology has promoted Manish Bhatia to president and chief operating officer and expanded Scott DeBoer’s technology mandate as record AI-driven memory demand forces the company to coordinate manufacturing, capital spending, pricing and product development at unprecedented scale.
Micron puts $10bn behind memory research as quarterly revenue reaches $41.5bn
Micron Technology is committing $10 billion over a decade to a new research institution in Boise focused on future memory, compute architectures, packaging and semiconductor manufacturing, even as current AI demand is already producing extraordinary financial returns.
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.