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The Latest Breaking News from Sanjay Mehrotra

Forget about PCs or LLMs, Micron says driverless cars and humanoid bots will soon be gobbling up 300 GB of RAM per device

If you want clever machines, you're going to need a load of memory.

PC Gamer

CEO Sanjay Mehrotra Says Demand for Memory Will Keep Lifting Micron Stock for Years to Come

Micron stock is benefiting from sustained AI-driven memory demand, with visibility through 2027 supporting pricing strength, capacity expansion, and long-term returns.

Barchart

Micron says memory shortages will persist beyond 2026 but 'more memory is essential' for the 'AI experience'

*Collective groaning noise*

PC Gamer

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Micron outlines grim outlook for DRAM supply in first earnings call since killing Crucial memory and SSD brand — CEO says it can only meet half to two-thirds of demand

Micron posted record revenues in its first earnings call since killing the consumer Crucial brand, though it admits that supply shortages will persist.

Tom’s Hardware

Micron takes the HBM lead with fastest ever HBM4 memory with a 2.8TB/s bandwidth - putting it ahead of Samsung and SK Hynix

Micron announces industry leading HBM4 with 2.8TB/s bandwidth and 11Gbps pin speeds, claiming performance advantage over Samsung and SK Hynix.

TechRadar

Micron CEO Says 'AI Is The Driver Of Our Growth' After Record-Breaking 2025

Micron Technology, Inc. (NASDAQ:MU) analyst estimates on the top and bottom lines in the fourth quarter, and CEO Sanjay Mehrotra attributed the growth to AI-related demand.

Benzinga

What's Going On With Micron Stock Wednesday?

Micron Technology Inc (NASDAQ:MU) stock is trending on Wednesday on the heels of the company’s quarterly results. Multiple analysts also lifted price targets following the print. Here’s what you need to know.

Benzinga

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Micron CEO Says 'Trillions' Will Be Invested In AI, With Significant Portions 'Spent On Memory' As We Are The 'Only US-Based Manufacturer'

Semiconductor giant Micron Technology Inc. (NASDAQ:MU) is well-positioned for the AI infrastructure boom, as CEO Sanjay Mehrotra says the ongoing wave of investment stands to significantly benefit the memory market.

Benzinga

Micron CEO Says Next-Gen Computer Memory Coming In 2026, Expects Demand Surge: 'We Will Be At The Forefront…'

On Tuesday, Micron Technology Inc. (NASDAQ:MU) said that its next generation of high-speed computer memory will launch in 2026. The company's current chips are already fueling Nvidia Corporation's (NASDAQ:NVDA) most advanced artificial intelligence systems.

Benzinga

Micron Q4 Earnings Preview: Market Expert Says 'Much To Be Optimistic About'

Semiconductor giant Micron Technology (NASDAQ:MU) could report record quarterly revenue for a second straight quarter when the company reports fourth-quarter results Tuesday after market close.

Benzinga

3 Companies That Will Profit From Trump's Semiconductor Tariffs

With President Trump’s recent announcement of a 100% tariff on imported semiconductors, these three American chipmakers are poised to profit.

MarketBeat

Can Micron Stock Hit $200 in 2025?

One analyst predicts that Micron could hit a bold Street-high target of $200.

Barchart

Micron details new U.S. fab projects: HBM assembly comes to the U.S., Idaho Fab comes online in 2027, New York fabs later

Micron detailed its $200 billion U.S. investment plan to build six DRAM fabs and HBM assembly facilities in the U.S. over the next 20 years.

Tom’s Hardware

Micron samples ground-breaking EUV-based memory — new DRAM process slashes power consumption by 20% and boosts performance by 15%

Micron has begun sampling LPDDR5X chips made with its new 1γ process that relies on EUV patterning, marking a major technology transition that improves performance, power efficiency, and bit density across its DRAM portfolio.

Tom’s Hardware

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Benzinga

What's Going On With Micron Stock Thursday?

Micron Technology Inc (NASDAQ:MU) shares are in the spotlight Thursday following the company’s fiscal third-quarter results. Multiple analysts boosted price targets following the print.

Benzinga

Micron CEO Cautions AI Boom May Not Be Fully Sustainable, Flags Tariff-Driven Demand Pull-In

During Micron Technology Inc.’s (NASDAQ:MU) third quarter results, the company’s CEO, Sanjay Mehrotra, warned investors that not all of the AI-fueled demand surge may be sustainable.

Benzinga

Micron Q3 Earnings: Revenue, EPS Beat Estimates As Data Center Revenue More Than Doubles, Strong Guidance On Rising AI-Driven Demand

Micron Technology Inc (NASDAQ:MU) reported financial results for the third quarter of fiscal 2025 after the market close on Wednesday. Here’s what you need to know from the report.

Fortune

Intel's incoming Malaysian-born CEO is the latest Fortune 500 semiconductor exec to hail from Asia

Lip-Bu Tan, who was born in Malaysia and went to university in Singapore, will take over as Intel's CEO on March 18. The news sent shares up over 10%.

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news in one place.

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TechRadar

Micron wants a bigger slice of the $100 billion HBM market with its 2026-bound HBM4 and HBM4E memory solutions

Micron HBM3E 8H is included in Nvidia’s Blackwell B200 and GB200 platforms.

MarketBeat

Micron: Why Now Is the Time to Be Brave

While Micron shares looks far removed from their June highs, there are several reasons investors should be getting excited.

Tom’s Hardware

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.

Barchart

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?

Kiplinger

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.

AnandTech

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…

Tom’s Hardware

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.

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