Micron
Micron business and news from across the web.
Micron (MU) announces plans for up to $3 billion investment in US semiconductor ecosystemMicron Technology announced plans to invest up to $3 billion in the United States semiconductor ecosystem, including breaking ground on a new manufacturing plant in New York. The company also plans a $500 million investment to support GlobalWafers' expansion in Texas. This investment is driven by the surging demand for memory components in the AI era.
Analysts think SK hynix's DRAM and NAND prices will finally drop by the end of 2028, but not before a huge rise…Analysts from Bernstein predict that SK hynix's DRAM and NAND prices will see a significant rise through 2027 before dropping in 2028. Despite the eventual decline, prices are expected to remain considerably higher than 2025 levels. SK hynix is investing heavily in increased chip output, but aims to manage production to avoid oversupply.
SK hynix to invest over $60 billion in chip plants in South Korea, but the memory crisis still seems a long way from…SK hynix plans to invest over $65 billion in South Korea to build new chip plants, focusing on NAND flash memory and chip packaging. This significant investment comes amid a global memory crisis, with companies like Samsung and Micron also facing supply shortages. The article analyzes the long-term implications of these investments and the ongoing memory crisis, suggesting it may persist beyond 2028.
Rockstar workers hit back, PlayStation ditches physical discs, and chipmakers accused of price fixing - Patch Notes #59Several significant developments have occurred in the gaming industry, including Rockstar Games facing accusations of pay inequity and crunch, Sony's PlayStation preparing to discontinue physical software production in January 2028, and major chipmakers being sued for alleged price-fixing. Additionally, Ubisoft has hired Christoph Hartmann to oversee its Tom Clancy franchises, while Krafton has agreed to pay bonuses to the Subnautica 2 developer Unknown Worlds following a legal dispute and CEO resignation. Microsoft is also reportedly testing a disc-to-digital feature for its Xbox consoles.
PS6 could cost nearly $1,000 USD just to produceA leaker suggests the PlayStation 6 could cost nearly $1,000 USD to produce due to rising component prices, particularly for RAM and SSDs driven by the AI boom. Sony Interactive Entertainment CEO Hideaki Nishino indicated that the company may not absorb all increased costs, implying higher retail prices for future consoles. This trend is also impacting sales of current-generation consoles like the PlayStation 5 and Xbox Series X.
Memory manufacturers sued in class action suit alleging price and supply fixingMemory manufacturers Samsung, SK Hynix, and Micron are facing a class-action lawsuit alleging they fixed component prices and reduced supply. The suit claims the companies coordinated their exit from DDR3 and DDR4 RAM production to focus on high-bandwidth memory for AI data centers, leading to significant price increases. This alleged manipulation has impacted console manufacturers like Sony and Nintendo, who have cited memory shortages as a factor in recent hardware price hikes.
The RAM Crisis Is One Big Price-Fixing Monopoly, New Lawsuit ClaimsA new class-action lawsuit has accused Samsung, Micron, and SK Hynix of colluding to fix prices for consumer RAM and storage, creating a monopoly. The lawsuit claims the manufacturers simultaneously shifted production away from consumer-grade DDR3 and DDR4 to focus on High-Bandwidth Memory for AI data centers, orchestrating a supply constraint. This alleged price-fixing has impacted the cost of PC and gaming hardware, leading to price increases across various platforms.
Amidst a lawsuit for RAM price fixing, Micron has signed manufacturing agreements with 16 of its clients that will ensure high memory costs for another five yearsMicron has signed five-year manufacturing agreements with 16 clients, locking in high memory costs for another five years. This comes amidst a lawsuit accusing Micron, Samsung, and SK Hynix of price fixing by artificially limiting supply. CEO Sanjay Mehrotra stated these agreements ensure contracted supply assurance and robust gross margins for Micron.
Three Biggest RAM Makers Sued for Price-Fixing DRAM, Causing Supply ShortageSK Hynix, Samsung, and Micron are facing a class-action lawsuit alleging price-fixing and supply manipulation of DRAM components. The lawsuit claims the companies artificially limited DDR3 and DDR4 RAM supply to drive up prices, while prioritizing more profitable High Bandwidth Memory for AI data centers. This alleged behavior has impacted the prices of consumer electronics, including gaming consoles like the PlayStation 5, Xbox Series X, and Nintendo Switch.
The largest RAM and storage component manufacturers are being sued for alleged price fixing and stoking "supracompetitive prices"Samsung, SK Hynix, and Micron, the world's largest RAM and storage manufacturers, are facing a class-action lawsuit alleging price-fixing and intentional supply limitations. The suit claims these actions have led to 'supracompetitive prices' for consumers, impacting devices from PCs and consoles to AI data centers. This is not the first time these companies have faced such accusations, with past incidents involving DRAM price-fixing leading to significant fines.
US lawsuit accuses Samsung, SK Hynix and Micron of worsening the RAM crisis by fixing memory prices and supplySamsung, SK Hynix, and Micron are facing a US class-action lawsuit accusing them of fixing RAM prices and supply, thereby worsening the global memory crisis. The lawsuit alleges the companies colluded to shift production from consumer RAM to High Bandwidth Memory for AI data centers, reducing overall supply and driving up prices since 2022. Micron has stated they disagree with the allegations and will defend themselves.
SK Hynix, Samsung and Micron sued over allegations of "concerted anticompetitive behaviour" in DRAM marketChip manufacturers SK Hynix, Samsung, and Micron are facing a class action lawsuit alleging concerted anticompetitive behavior in the DRAM market. Lawyers claim the companies coordinated to cut consumer DRAM supply and pivot to high-bandwidth memory for data centers, leading to significant price increases. This alleged behavior follows a history of DRAM price-fixing conspiracies between the same companies.- Evening Tech BitsPreorder emails for the Steam Machine are causing confusion, with some units already appearing on eBay before preorders have officially begun. Separately, Micron indicates that the memory shortage is expected to continue without an end in sight.
How to survive the memory shortage crisis: a PC owner's guideThis guide offers PC owners strategies to navigate the current memory shortage crisis, which is driving up prices for RAM, graphics cards, and other components. It suggests focusing on software solutions like upscaling and frame generation, optimizing existing hardware through updates and BIOS settings, and considering second-hand parts or cheaper alternatives for upgrades. The article anticipates that significant relief in memory pricing is unlikely before 2028 or 2029 due to high AI demand.
As Steam Machine and Xbox are latest to fall to the RAMpocalpyse, Micron CEO says RAM shortages won't ease until…Micron CEO Sanjay Mehrotra predicts that global RAM shortages, exacerbated by AI demand and economic factors, will persist until at least 2028, leading to continued price hikes for gaming hardware. This situation has already caused price increases for platforms like Steam Machine, Xbox, Nintendo Switch, and PlayStation 5, with future consoles like the PlayStation 6 and Xbox Project Helix expected to be significantly more expensive.
Tencent, Xbox, Game Angels, Ansible and Flick to speak on Game Republic New Horizons investor stageThe Game Republic New Horizons conference will feature speakers from Tencent, Xbox, The Game Angels, Ansible, and Flick Games on its investor stage. The event, co-hosted by Games London, aims to connect game studios with investors and funders. Separately, Micron CEO Sanjay Mehrotra discussed the ongoing global chip shortage, predicting gradual improvement in 2028 due to increased demand from data centers powering AI.
Micron says chip shortage will "improve gradually" in 2028Micron CEO Sanjay Mehrotra stated that the global RAM and NAND chip shortage, exacerbated by AI demand, is expected to persist through 2027 and gradually improve in 2028. He admitted that the company has no visibility on when supply will meet demand, citing long fab construction times, worker shortages, and regulatory hurdles. This shortage is driving up component costs, impacting hardware markets and console prices, with companies like Valve facing higher costs for their Steam Machine.
Evening Reading - June 24, 2026Shacknews presents its Evening Reading for June 24, 2026, featuring a review of Star Fox, an analysis of Destiny 2's decline, and details on Grand Theft Auto 6's pricing and lack of physical discs. The roundup also includes news on John Carmack's thoughts on Quake, a report of DayZ 2 development, and Micron's financial results.
Micron (MU) Q3 FY26 earnings results beat EPS and revenue expectationsMicron reported its Q3 FY26 earnings, exceeding analyst expectations for both revenue and earnings-per-share. The company's strong performance is attributed to high demand for its memory and storage components, driven by AI development and the gaming industry. Micron's stock saw an increase in after-hours trading following the announcement.
"This is going to be a niche device" – Analysts react to the $1,000+ Steam Machine price revealIndustry analysts are reacting to Valve's Steam Machine pricing, which starts at $1,049, significantly higher than initially anticipated. This increase is attributed to global component shortages, particularly memory and storage, exacerbated by the generative AI boom. Experts believe this high price point positions the Steam Machine as a niche product and raises questions about the future pricing of upcoming consoles from Sony and Microsoft, with some predicting they will also exceed $1,000.