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The Latest Breaking News from Sanjay Mehrotra

Micron's HBM4E heralds a new era of customized memory for AI GPUs and beyond

Micron's HBM update: HBM4 is on track for 2026. HBM4E will introduce customizable base dies for higher performance and tailored features.

Tom’s Hardware

Strong AI Data-Center Business Not Enough To Help Micron

Strong AI Data-Center Business Not Enough To Help Micron

Strong sales of memory chips for data centers weren't enough to offset weakness in PC and smartphone markets for Micron in Q1.

Investors Business Daily

Analysts overhaul Micron stock price targets after earnings, outlook

Analysts overhaul Micron stock price targets after earnings, outlook

Micron shares have lost nearly a third of their value since printing a record high close in June.

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Micron: Is the Chip Stock a Buy Before Its Upcoming Earnings?

Down 29% from all-time highs, Micron is a tech stock that trades at a cheap valuation in December 2024. Is the tech stock a good buy?

Stock movers: Micron, Super Micro Computer, Starbucks

Here are the stocks making the biggest market moves midday.

Analyst updates Micron stock price target after conference

This is what could happen next to Micron Technology shares.

Analyst revisits Micron stock price target after presentation

This is what could happen next to Micron Technology stock.

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Micron Stock Falls on Disappointing Outlook: What to Know

Micron Stock Falls on Disappointing Outlook: What to Know

Micron stock is lower Thursday as the memory chipmaker's soft current-quarter revenue outlook offsets a fiscal Q3 beat. Here's what you need to know.

Chip Gear Stocks Rise On Micron's Capex Plans

Chip Gear Stocks Rise On Micron's Capex Plans

Applied Materials and Lam Research saw their shares rise after memory-chip maker Micron forecast a sizable increase in capital spending.

Investors Business Daily

Micron: U.S. Fabs Will Start Operating in 2026 - 2029

Micron: U.S. Fabs Will Start Operating in 2026 - 2029

When Micron announced plans to build two new fabs in the U.S. in 2022, the company vaguely said both would come online by the decade's end. Then, in 2023, it began to optimize its spending, which pushed production at these fabrication facilities. This week, the company outlined more precise timeframes…

Micron is the last memory maker to join the EUV party — company aims for EUV DRAM mass production in 2025

Micron is the last memory maker to join the EUV party — company aims for EUV DRAM mass production in 2025

Micron reiterates its plans to use EUV for high-volume DRAM production next year as it starts pilot production on a 1-gamma node.

Tom’s Hardware

Analysts revisit Micron stock price targets ahead of Q3 earnings

Analysts revisit Micron stock price targets ahead of Q3 earnings

AI systems need huge amounts of memory, and Micron Technology is one of the world's biggest suppliers.

Analysts adjust Micron Technology stock price target ahead of earnings

Analysts adjust Micron Technology stock price target ahead of earnings

Here's what could happen next to Micron shares.

Analyst revamps Micron price target on memory chip demand outlook

Analyst revamps Micron price target on memory chip demand outlook

Micron's place in a key AI-adjacent market has analysts looking for a big revenue boost.

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Micron Samples 256 GB DDR5-8800 MCR DIMMs: Massive Modules for Massive Servers

Micron this week announced that it had begun sampling of its 256 GB multiplexer combined (MCR) DIMMs, the company's highest-capacity memory modules to date. These brand-new DDR5-based MCRDIMMs are aimed at next-generation servers, particularly those powered by Intel's Xeon Scalable 'Granite Rapids' processors that are set to support 12 or…

Micron Sells Out Entire HBM3E Supply for 2024, Most of 2025

Being the first company to ship HBM3E memory has its perks for Micron, as the company has revealed that is has managed to sell out the entire supply of its advanced high-bandwidth memory for 2024, while most of their 2025 production has been allocated, as well. Micron's HBM3E memory (or…

Tom’s Hardware

Micron says high bandwidth memory is sold out for 2024 and most of 2025 — intense demand portends potential AI GPU production bottleneck

Nvidia buys Micron's HBM3E supply for calendar 2024 and 2025.

Investors Business Daily

Micron Stock Hits Record High, Sparks Chips Rally As Analyst Cites 'AI Semi FOMO Trade'

Micron stock soared after the memory-chip maker smashed estimates for its fiscal Q2 and guided above views for the current period.

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Analysts reset Micron stock price targets after earnings

Micron may be on the cusp of 'the biggest memory cycle in history.'

Analysts overhaul Micron stock price target ahead of earnings

This is what could happen to Micron shares next.

Micron Technology CEO meets Telangana CM Revanth Reddy

Micron Technology CEO meets Telangana Chief Minister to discuss investment prospects in the emerging investment destination.

3 Semiconductor Stocks Ready To Soar in 2024

Looking for a sector play that could break out in 2024? This article considers 3 semiconductor stocks that could do just that.

Investors Business Daily

Micron Stock Pops As Memory-Chip Maker Rides AI Wave

Micron is getting a lift from cloud service providers needing its advanced memory chips to support their artificial intelligence systems.

Micron surges on outlook for AI-powered-chip sales and narrower Q1 loss

Micron CEO Sanjay Mehrotra said rapidly expanding AI technologies would boost demand for the group's memory chips.

Micron slides after updating Q1 sales forecast, citing improved supply and pricing

CEO Sanjay Mehrotra will detail the new forecasts when he speaks at the UBS Global Technology Conference in Scottsdale later this morning.

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