Browsing Tag
Micron Technology
49 posts
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.
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.