MUTC34 news sentiment

Micron Stock Slips Amid Apple China Chip Threat

Micron stock was reacting to news that Apple has tested memory chips from China’s ChangXin Memory Technologies. Continue Reading

Micron Stock Gains Even as Apple Looks to China for Memory-Chip Supply

Micron stock was rising despite news that Apple has tested memory chips from China’s ChangXin Memory Technologies. Continue Reading

Sandisk and Western Digital shares slide after earnings, while Micron holds up better

SK Hynix invests $38B in new plants amid AI memory shortages

Yahoo Finance Tech Editor Dan Howley discusses SK Hynix (SKHY) committing $38 billion to build new chip manufacturing facilities in an effort to scale up production of high-bandwidth memory (HBM) and DRAM amid persistent AI supply shortages. Video Transcript 00:00 Speaker A SK Hyx is announcing a $38 billion investment in two new chip plants as demand for high bandwidth memory continues to outpace supply. 00:06 Speaker A For more, we are bringing in Yahoo Finance tech editor Dan Howley. Dan, all right, so we know SK Hyx's margins are out of sight here, but $38 billion is a lot of money and uh, you know, if you're going to keep the world supplied with HBM, I guess you got to do a little bit of that. Um, what are the some of the details there? 00:27 Dan Howley Yeah, they're basically setting up two new factories or fabs or fabrication facilities. and they're just buildings to build uh these chips. Anyway, they're they're producing, they want to produce more of this high bandwidth memory as well as uh D uh this kind of uh uh DDR RAM. So there's high bandwidth memory, there's DDR RAM. They both are made using something called uh DRAM. And don't worry about all the abbreviations, just know that DRAM is the basic component and it goes into the stuff that goes in data 00:50 Dan Howley centers and it goes into the stuff that goes into your smartphone and your laptop. Now, because of this huge build out of AI, the HBM memory, that high bandwidth memory is getting more play from these manufacturers while the supply of DRAM is uh or DDR RAM is dropping. And so that means that pricing on some of our components that we buy is going up. So, to meet demand, they're trying to construct these facilities. uh SK Hyx, Micron, Samsung, all building out more fabrication facilities to build more chips. 01:14 Dan Howley Problem is, it takes a long time to build these facilities. It's not like standing up a Wendy's, you know, it's not going to happen over right, you're not going to get froties out of these either. What will happen is they will take years and then it's not even clear that that will actually meet all the demand that is available right now. There's there's not enough supply. Uh these buildings might not be uh the answer to that supply problem. They might have to continue to build out moving forward. 01:31 Dan Howley And so, this is basically a way to kind of try to tamp down on some of that. But, you know, as I said, there's no guarantee that this will stop all the supply constraints. In fact, we're hearing that that could last well into 2030. View Comments

Micron (NASDAQ: MU) slips as new auto contracts leave most DRAM business outside deals

Micron Technology Inc (MU) Shares Fall 10.6% -- What GF Score of 74 Tells Investors

Micron Technology Inc (MU) Stock Down 8.8% but Still Overvalued -- GF Score: 80/100

Micron Technology Inc (MU) Stock Up 3.2% but GF Value Says Overv

Micron: Q3 Proved Me Wrong (Rating Upgrade) (NASDAQ:MU)