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Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers
By Anton Shilov published
Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.

Samsung, SK Hynix, Micron team up to block memory hoarding
By Jon Martindale published
Samsung, SK Hynix, and Micron are teaming up to block memory hoarding.

ASML projects $71 billion in revenue by 2030, as demand for EUV lithography machines intensifies due to AI boom
By Anton Shilov published
Premium ASML is on track to boost its annual sales to up to $71 billion by 2030 as demand for EUV tools set records.

Micron starts building new 3D NAND fab in Singapore – Fab 10B promises to more than double the company's local flash production capacity
By Anton Shilov published
Micron's Fab 10B, now under construction in Singapore, promises to more than double the company's 3D NAND output from the region when it is fully operational in about 10 years.

Micron acquires PSMC fab site in Taiwan for $1.8 billion, acquisition to expand the memory maker's operations within the region
By Anton Shilov published
Premium As fabs get dramatically more expensive than they used to be, technology for capacity partnerships lose their appeal, so Micron buys production facility from PSMC to upgrade it and run it itself.

Micron addresses Crucial exit backlash: 'We are trying to help consumers around the world'
By Stephen Warwick published
Micron has responded to criticism over its decision to exit the consumer memory business and warns that shortages may last until 2028.

SanDisk to double price of 3D NAND for enterprise SSDs in Q1 2026
By Anton Shilov published
Sandisk and other key suppliers of 3D NAND are projected to significantly increase prices of enterprise-grade 3D NAND memory in the coming months due to overwhelming demand from the AI sector.

Micron to begin work on $100 billion New York 'megafab' imminently
By Anton Shilov published
Premium After numerous delays, Micron is about to start building its $100 billion site in New York to produce 40% of its DRAM output in the U.S. In the 2040s.
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