• October 6, 2026
  • 33 views
Micron Pays $600 Million to End Netlist Patent Fight

For years, Netlist has been the small company that would not go away. The Irvine, California firm owns a portfolio of patents covering the memory modules and high-bandwidth memory that…

  • October 3, 2026
  • 53 views
French Supercomputer Maker Bull Plans to Double Output

Europe’s effort to build more of its own AI computing power is about to land on a factory floor in western France. Bull, the French supercomputer maker owned by Atos,…

  • October 3, 2026
  • 47 views
Micron Closes to Within a Point of SK Hynix in DRAM

Samsung still leads the market for the memory chips that sit inside everything from smartphones to AI data centers, but the race behind it has tightened to its narrowest margin…

  • October 2, 2026
  • 62 views
Micron Says the Memory Crunch Will Last Into Fiscal 2028

Micron Technology is telling its customers something they do not want to hear: the shortage of memory chips squeezing anyone building an AI data center is going to get worse,…

  • October 1, 2026
  • 67 views
Micron’s Record Quarter Gives Way to a Spending Warning

Micron Technology delivered its sixth consecutive record quarter after the market closed on September 30, and its shares fell anyway. The chip maker cleared every target it had set for…

  • September 30, 2026
  • 67 views
Micron Reports After the Close With a $50 Billion Quarter in View

Micron Technology reports fiscal fourth-quarter results after the market closes on Tuesday, and the figure investors expect would have been unthinkable a year ago. Analysts expect revenue of roughly $50.75…

  • September 28, 2026
  • 77 views
SoftBank Memory Unit and Shinko Sign Deal on Z-Angle Memory

SoftBank’s young memory venture has found a Japanese packaging partner for its attempt to break into a market ruled by three Korean and American giants. Saimemory, the memory subsidiary SoftBank…

  • September 28, 2026
  • 121 views
SK Hynix Clears a Hurdle With TSMC on Next-Generation Memory

Jensen Huang is scheduled to sit down this week with the two men who control South Korea’s semiconductor industry. The Nvidia chief executive’s meetings with Lee Jae-yong, the chairman of…

  • September 27, 2026
  • 69 views
Samsung and SK Hynix Turn to Light for the Next Bottleneck

For two years, the race in AI semiconductors was about a single number: how many calculations a chip could perform per second. An analysis published in South Korea on September…

  • September 26, 2026
  • 51 views
SK Hynix’s Solidigm Weighs a U.S. Listing at Up to $150 Billion

The bidding took place this week in a conference room rather than an auction house. Investment banks pitched for roles on what could be one of the largest American listings…