#Micron

d-Matrix Claims 20x HBM4 Bandwidth Density, Names No Date

A challenger architecture aimed squarely at the wall Micron spent the previous session describing.

Aug 24, 2026

A d-Matrix slide headed Raptor 3D-DRAM, showing logic dies face-to-face with DRAM over a substrate and a table comparing HBM4 against 3D-DRAM on IO energy, bandwidth and capacity.

Taiwan Approved $61bn of Outbound Investment. $30bn of TSMC's Went to the Cayman Islands.

Approved outbound investment tripled year on year. The single largest line is not the Arizona fab — it is a Cayman holding entity — and Micron put $7.45bn back into Taiwan.

Aug 18, 2026

A large semiconductor fabrication plant under construction, with cranes standing over low industrial buildings in an arid landscape

AI Chips

Memory-Chip Stocks Sell Off as SK Hynix Slides ~15% on Weak HBM Outlook

A brokerage warning that SK Hynix's quarterly profit will fall short — on slower high-bandwidth-memory shipments — wiped billions off the AI-memory trade and dragged Micron, SanDisk and Western Digital down with it.

Jul 14, 2026

Memory-Chip Stocks Sell Off as SK Hynix Slides ~15% on Weak HBM Outlook

AI Data Centers

Micron Lifts Its U.S. Bet to $250 Billion and Breaks Ground on a New York Mega-Fab

Citing AI-era memory demand, the only U.S. memory maker added roughly $50 billion to its onshoring plan and poured first concrete a quarter early at what it calls the largest chip site in American history.

Jul 11, 2026

Micron Lifts Its U.S. Bet to $250 Billion and Breaks Ground on a New York Mega-Fab

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