Micron Technology's revenue forecast exceeded estimates driven by AI demand, leading to a significant increase in backlog.
Advantest and Teradyne dominate the global memory testing equipment market, but HBM4 orders and the rise of Chinese suppliers like TBSTest are reshaping the landscape. Chinese firms secured over 300 systems from TBSTest and are targeting 15% market share by 2026, challenging the 80% import dependency. The increasing complexity of HBM4 is driving demand, with Digital Frontier and UniTest receiving over 280 billion KRW in orders.
Micron reported Q4 FY2026 revenue and profit beats and announced expanding HBM capacity at four Taiwan sites. The company anticipates tighter supply in 2027-2028 driven by AI demand. Bullish for HBM prices as capacity expansion targets strong AI demand.
Toshiba plans a 60 billion JPY investment to double AI data center HDD capacity by FY2027. Driven by AI infrastructure demand and SSD shortages, the HDD market remains tight. Bearish: Capacity expansion signals future supply relief, pressuring current tight prices.
Micron CEO Sanjay Mehrotra forecasts tighter memory and storage supply in 2027 and 2028 compared to 2026, driven by strong AI demand. During the fiscal Q4 2026 earnings call, Mehrotra noted no line of sight to supply-demand balance despite clean room expansion plans. This outlook signals a bullish sentiment for future pricing and availability.
Micron CEO Sanjay Mehrotra forecasts RAM shortages will persist through 2028, with demand exceeding supply and prices rising significantly. The company reported record Q4 revenue of $54.25 billion and net income of $85 billion, driven by high-margin HBM and DRAM sales. This supply-demand imbalance signals a bullish outlook for memory pricing and availability.
Tencent signed a $7 billion, 5-year deal with Oracle for 100,000 advanced AI chips in Southeast Asia to bypass China's chip restrictions. This confirms massive demand for high-end compute from Chinese tech giants like ByteDance, driving up prices and exacerbating shortages.
Micron has ended production of its 2GB GDDR7 chips, leaving 3GB modules as the sole option. This EOL decision, driven by cost premiums and supply chain shifts, tightens options for NVIDIA's RTX 50 series. The move is bullish for GDDR7 pricing and supply availability.
A German court has issued injunctions against Micron for infringing YMTC's 3D NAND patents, potentially restricting supply in Germany. Micron has appealed the ruling. This legal victory for YMTC creates a supply constraint for NAND Flash.
Taiwanese concrete maker Goldsun reports increased orders from AI and semiconductor projects in Miaoli. This reflects strong demand for infrastructure supporting Taiwan's tech expansion. Bullish for future fab construction.
Kurnal Insights reports 1b-gen DRAM die value ($0.654/mm²) exceeds TSMC N2 wafer pricing ($0.424/mm²). This reflects record-high spot prices for DDR5 eTT memory (~$1.55/Gb) driven by AI demand. The analysis indicates a bullish outlook for memory pricing due to persistent shortages.
DapuStor announced the J5060 enterprise SSD, utilizing a software-defined pSLC region to trade 6% to 20% of QLC capacity for faster random writes. The drive targets database workloads but currently lacks pricing and availability details.
Micron Taiwan union initiates a strike vote after failing to reach a profit-sharing agreement, threatening potential supply disruption. Micron confirms ongoing dialogue but board procedures remain a hurdle.
Chinese DRAM maker CXMT plans to build a 3D NAND R&D line at its second Beijing facility, targeting AI and supercomputing applications. The project is still in the early stages, with no operational timeline or technical details confirmed.
TrendForce reports contract prices for NOR Flash and SLC NAND rose over 100% in H1 2026, with SLC NAND expected to climb another 120%-170% in H2. Morgan Stanley and JPMorgan warn of severe supply shortages as capacity is reallocated to higher-margin chips.
Micron launched its first 512GB DDR5-9200 RDIMM validated by AMD and Intel. The module consumes 16W, 60% less power than four 128GB modules, utilizing advanced packaging. Neutral impact on current spot prices; primarily a strategic product for future AI and high-core-count server workloads.
The Goodram PX700 2TB SSD is priced at $613, offering strong performance and efficiency but facing pricing concerns. The review highlights its power efficiency and cool running as pros, while noting poor sustained write speeds. Neutral: The specific price point and 'pricing concerns' are noted for traders.
Micron reportedly eyes JDI's shuttered Mobara fab for back-end packaging to expand Japan operations. This acquisition of idle capacity aims to bolster supply chain resilience. Bearish: Capacity expansion signals potential supply increase, pressuring prices.
CXMT allegedly stole Samsung's 620-step DRAM recipe via Project Hefei to achieve 10% global market share. The case involves ex-Samsung engineers and a detailed roadmap from 2016 to 2018. Watch: This legal development highlights significant supply chain risks and competitive shifts in the DRAM market.
Kioxia is promoting NAND flash as a substitute for DRAM to address competitive pressures from Micron and YMTC. This strategic move aims to defend market share in a segment where Kioxia lacks DRAM production capabilities.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |