Semiconductor industry
Source reports covering Semiconductor industry. Stories will appear when analysis and community reactions are ready.
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Source reports
Micron announces $10B research hub in Boise
news
9 min read
Micron Technology unveiled Micron Research Labs on August 20, 2026, a Boise-headquartered U.S. research institution focused on long-horizon advances in memory, computing and semiconductor manufacturing. The company plans to invest $10 billion in the labs over the next decade, funding a flagship Boise campus, university collaborations, global satellite labs and partnerships with government, startups, customers and other semiconductor-industry participants. Research will cover critical memory technologies, advanced memory and compute architectures, chip packaging, and future manufacturing methods. Micron said the institution will pursue work beyond current technology roadmaps and a 10-year horizon, while connecting its research operations across the United States, Europe, Japan, India, Singapore and Taiwan. The company expects to break ground on a facility capable of hosting hundreds of researchers in 2027; it is also expected to host conferences, workshops and innovation forums in Boise. The planned lab investment is separate from Micron’s previously announced commitment of more than $250 billion to U.S. manufacturing and research and development, which Micron says is expected to create more than 90,000 American jobs. Micron describes itself as the only U.S.-based company developing and manufacturing leading-edge memory.
Micron locks in historically high memory prices for five years
news
1 min read
Micron has secured agreements with major buyers to maintain historically high memory prices for the next five years. These deals are expected to yield significant margins and profits for the company.
The RAM shortage could last years
news
1 min read
Memory manufacturers are projected to meet only 60 percent of global DRAM demand by the end of 2027. SK Group chairman has indicated that RAM shortages could persist until 2030.
CXMT has been offering DDR4 chips at about half the prevailing market rate
news
3 min read
CXMT has reduced DDR4 chip prices to approximately half of the current market rate, intensifying competition for Samsung Electronics and SK hynix in the high-bandwidth memory sector. This pricing strategy raises concerns about the exposure of Korean companies to the legacy DRAM market.
Can a Computer Science Student Be Taught to Design Hardware?
news
16 min read
Computer Science majors can be trained in hardware design to help address the talent shortage in the chip industry. New AI tools are being developed to assist engineers in designing and verifying semiconductor hardware more efficiently.
Nvidia shares are down after report that its OpenAI investment stalled
3 min read
Nvidia's stock dropped 1.1% following reports that its $100 billion investment in OpenAI is stalled. Uncertainty surrounding the deal has been reported by company insiders.