micron
Just two consumer-grade memory suppliers will remain next year amid "supercycle".
Supply-demand imbalance and government incentives help swing profit margins in Micron's favour.
Thanks for the memories: Micron reports record quarter
"We are doing well with respect to our goals on HBM3E yields..."
Rampant AI demand "supplemented by the start of a recovery of traditional compute and storage infrastructure demand"
For LLMs “GPU RAM is actually one of our most valuable commodities. It's frequently the bottleneck, not compute…”
Beijing claimed Sunday that it had found security issues in semiconductor firm Micron products that “pose a major security risk" to China
Micron is cutting spending on memory chip fabrication by 50% in 2023 and slashing 10% of its workforce, or some 5,000 jobs, with the semiconductor firm’s CEO Sanjay Mehrotra warning the memory market is facing “the most severe imbalance between supply and demand in both DRAM and NAND