Micron Technology faces DeepSeek-led AI compute questions that could throttle its HBM growth opportunity. Click here to read ...

The global silicon wafer industry is witnessing a resurgence, propelled by the escalating demand for advanced semiconductor ...

Micron’s HBM production capacity is expected to triple from 20,000 wafers per month at the end of 2024 to 60,000 wafers per month by late 2025. Despite its progress, Micron faces significant ...

The Micron CFO predicted that most of the HBM produced in 2H 2025 would be 12-Hi HBM3E memory. Last year when Micron announced it was developing 12-Hi HBM3E, Sanjay Mehrotra, President and Chief ...

Supply remains extremely tight for HBM as Micron's capacity for the entire FY2025 is already sold out. The higher margins on these sales should offset some of the margin pressure from a consumer ...

Micron completed the development of its 12-stack HBM in September 2024 and, since then, has been showcasing samples to NVIDIA and other potential customers. Micron’s Chief Financial Officer, Mark ...

with HBM revenue showing consecutive doubling growth. To support capacity expansion, Micron Taiwan plans to hire 2,000 employees in 2025. The company is nurturing local supply chains and talent ...

Today, Micron Technology has started constructing its multi-billion-dollar packaging facility for high-bandwidth memory (HBM) in Singapore. The company will invest $7 billion in the plant ...

HBM, specifically HBM3E, is the critical factor. It is the memory of choice for AI and accelerated computing, and Micron is the performance leader, providing better capacity with lower power ...

Murphy projects that 12-layer products will dominate HBM production by late 2025. Industry sources indicate that Micron is nearing completion of its sample testing, marking an important step ...

Micron projects that the HBM market will grow to more than $100 ... plants and an assembly and testing site to include four wafer fabs and more advanced automated test facilities.