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Micron plans to use wafer bonding and High-NA EUV for next-gen DRAM — company also developing vertical high-bandwidth memory and vertical edge inference memory ...
tomshardware.com/pc-components/dram/micron-plans-to-use-wafer-bonding-and-high-na-euv-for-next-gen-dram-company-also-developing-vertical-high-bandwidth-memory-and-vertical-edge-inference-memory-integrated-directly-on-top-of-processors

Micron pulls the plug on future 4F² DRAM after two decades of research in dramatic shift — company says architecture offers no meaningful density advantages ...
tomshardware.com/pc-components/dram/micron-pulls-the-plug-on-future-4f2-dram-after-two-decades-of-research-in-dramatic-shift-company-says-architecture-offers-no-meaningful-density-advantages-increases-manufacturing-complexity-and-costs-an

From 176% to 4000%: These 5 memory stocks are riding the AI supercycle: AI-driven demand has transformed memory chips into one of the market's strongest ...
financialexpress.com/market/global-markets/from-176-to-4000-these-5-memory-stocks-are-riding-the-ai-supercycle/4284846/

Micron just made the most advanced DRAM ever produced in the US, and it's not for your PC
techspot.com/news/112525-micron-made-most-advanced-dram-ever-produced-us.html

AI Boom Triggers Historic Memory Chip Shortage, Making Technology More Expensive: AI demand is triggering a historic memory-chip shortage. Meeting exponential ...
bloomberg.com/graphics/2026-ai-boom-memory-chip-shortage/

Paid articlePaywallMicron to begin work on $100 billion New York 'megafab' imminently — landmark site to produce 40% of company's overall DRAM output in the U.S ...
tomshardware.com/pc-components/dram/micron-to-begin-work-on-usd100-billion-new-york-megafab-imminently-landmark-site-to-produce-40-percent-of-companys-overall-dram-output-in-the-u-s-by-the-2040s

Paid articlePaywallNanya revenue almost doubled last year: Bringing Taiwan to the World and the World to Taiwan
taipeitimes.com/News/biz/archives/2026/01/07/2003850156

South Korea charges 10 over alleged chip technology leak to China's CXMT: South Korean prosecutors have indicted 10 people on suspicion of leaking memory chip ...
reuters.com/world/asia-pacific/south-korea-charges-10-over-alleged-chip-technology-leak-chinas-cxmt-2025-12-26/

[News] Micron Reveals Three Culprits Behind Memory Crunch—and Why It Won’t Ease Soon
trendforce.com/news/2025/12/18/news-micron-reveals-three-culprits-behind-memory-crunch-and-why-it-wont-ease-soon/
![[News] Micron Reveals Three Culprits Behind Memory Crunch—and Why It Won’t ...](https://external-preview.redd.it/uDYxFGiaUpmWQsV9FiahKUeD-VSaDj2yOVPH1fu-PfQ.png?width=320&crop=smart&auto=webp&s=695a0070269ccd2fedcf1035a092bc86cec10c3f)
After nearly 30 years, Crucial will stop selling RAM to consumers: Micron cites AI data center demand as reason for killing DIY upgrade brand.
arstechnica.com/gadgets/2025/12/after-nearly-30-years-crucial-will-stop-selling-ram-to-consumers/

SK Hynix sells out DRAM, NAND, and HBM capacity into 2026 amid AI frenzy: The South Korean chipmaker reported an operating profit of 11.4 trillion won ($8 ...
techspot.com/news/110058-sk-hynix-completely-sells-out-semiconductor-supply-ai.html

AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade
tomshardware.com/pc-components/storage/perfect-storm-of-demand-and-supply-driving-up-storage-costs

Micron ships 11 Gbps HBM4, confirms 40 Gbps GDDR7 in development: During its Q4 earnings call, Micron claimed that its latest HBM4 stacks deliver pin speeds of ...
techspot.com/news/109625-micron-ships-11-gbps-hbm4-confirms-40-gbps.html

Intel 14th-gen mobile processors will reportedly feature new Low Power E-cores separated from the compute tile
techspot.com/news/95221-intel-14th-gen-mobile-processors-reportedly-feature-new.html

Micron to shut DRAM chip design operations in Shanghai: Memory chip maker Micron Technology (MU.O) will shut its DRAM chip designing operations in Shanghai by ...
reuters.com/technology/micron-shut-dram-chip-design-operations-shanghai-scmp-2022-01-26/

Micron to build $7 bln plant in Japan to expand DRAM production - report: U.S. memory chip maker Micron Technology Inc (MU.O) will build a new factory at its ...
reuters.com/technology/micron-build-7-bln-plant-japans-hiroshima-report-2021-10-20/

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