Micron Technology

Headlines · 3

1. 3d
   CXMT's 4F² DRAM breakthrough triggers global memory chip selloff

   On Oct. 10 CXMT president Cao Kanyu said at the 4th Integrated Chip and Chiplet Conference that the company had made key progress on a 4F² DRAM architecture built around its self-developed VSG vertical-surrounding-gate transistor, and expects to ship next-generation DDR5 RDIMM products combining 4F² with wafer-level hybrid bonding by year-end. Memory stocks then fell hard: Samsung closed down 7.39%, SK Hynix dropped 10.09%, the KOSPI lost 5.46% and triggered a SIDECAR program-trading halt, and Micron slipped below $1,000 a share, while CNBC tied the wider Asia tech rout partly to Fed rate-hike fears and worries about AI investment returns. The report also says CXMT posted first-half revenue of 150.3 billion yuan, up 873.64% year on year, with net profit of 77.6 billion yuan and a global DRAM revenue share that rose from 4% in Q2 2025 to 10% in Q2 2026, though its HBM3E is not expected to reach mass production until 2027, roughly three to four years behind Samsung and SK Hynix.

   36氪 人工智能 · 🔥 0
2. 5d
   Dell widens AI partner ecosystem as Silicon Valley enterprises build their own stacks

   Speaking with theCUBE Research's John Furrier at Dell's “AI Leadership Symposium,” Sean O'Connor, Dell's regional manager for large enterprise and acquisition in the West, said Silicon Valley customers are highly technical and prefer to build rather than buy, so Dell focuses on explaining its consultative services instead of leading with packaged solutions. He said Dell's notion of an ecosystem is broadening beyond technology partners such as Intel, SHI, Microsoft, Nvidia, AMD, TSMC and Micron to include private equity and venture capital, with Dell Technologies Capital giving the company a line into the startups and developer communities its customers already talk to. O'Connor also cited the Dell AI Factory with Nvidia portfolio expanded at Dell Technologies World in May, and said the company is “rolling out 350 racks within two weeks.”

   SiliconANGLE AI · 🔥 0
3. Oct 10
   Micron Taiwan unions move toward strike vote over profit-sharing

   Taiwan's two Micron unions are pushing toward a strike over profit-sharing, with the Taoyuan union saying talks with management broke down and it has begun a strike-authorisation vote, while the Taichung union will decide after a second mediation round on 22 October. Union representatives say the bonus and equity system is asymmetric and opaque, with only about 40–60% of Taiwan employees receiving restricted stock units (RSUs); membership across the two unions has grown by more than 2,700 in a month to 12,400. Micron headquarters announced a NT$1 million-style thank-you bonus on 11 September, and its board is due to discuss the profit-sharing system on 9 October, with Micron Taiwan chairman Lu Tung-hui saying a more concrete plan will follow.

   科技新报 · 🔥 0

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