The Hot Take: Good, hope they do. Micron needs to take some losses if you ask me.
Micron Taiwan faces a potential strike as support for this labor action is increasing among its workers. Local media reports that a preliminary survey showed 80% of the people involved support such a move, with its labor union demanding that the current bonus system be replaced with a profit-sharing scheme, similar to what SK hynix employees receive. Micron, alongside Samsung and SK hynix, have been raking in a lot of cash because of the AI-driven memory chip shortage, and its workers want a piece of the action.Go deeper with TH Premium:…
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The Hot Take: Warranties going out the window because of greed?
Micron used to produce some of the best RAM available to mainstream users through its Crucial brand. Despite the company's exit from the consumer market through its now-defunct Crucial brand, Micron had pledged to continue honoring warranties on existing Crucial products. A recent case on Reddit, however, highlights ongoing challenges with Micron's warranty process, where it reportedly offered a customer a ludicrous payout for an RMA. Only after further communication did Micron provide an improved offer. Another user also chimed in with a…
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The Hot Take: Um, so memory gets a law suit over 'forever chemicals' but not the other items? Doesn't that seem a bit odd?
Pushback against Micron's planned manufacturing complex in Clay, New York, which comprises four separate fabs, is once again at the center of an environmental lawsuit. Filed by Neighbors for a Better Micron and Jobs to Move America — the same groups that filed a separate lawsuit against Micron in January — filed a new complaint Friday, claiming that approved wastewater and air permits aren't valid and will allow Micron to leak "forever chemicals" into the Oneida River. Go deeper with TH Premium: Chipmaking(Image credit: tsmc)A deeper look at…
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The Hot Take: All while the consumer market is high and dry.
Micron has started to ship its fastest DDR5 RDIMM memory modules, which feature 256 GB capacities & up to 9200 MT/s speeds. Micron Offers 40% Boost Vs Current "In-Volume" DDR5 RDIMM Memory Modules, Brings 256 GB Capacities With 9200 MT/s Speeds As Agentic AI requirements grow, memory makers are rolling out faster and higher-capacity memory kits to meet the demands of AI firms. JEDEC is also pushing the DDR5 MRDIMM standard up to 12,800 MT/s, and today, Micron has announced that it is sampling its 256 GB DDR5 RDIMM modules with up to 9200…
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The Hot Take: AMD seems to be out performing Intel & Nvidia on the market, while Nvidia is still the preferred Ai holy-grail? Just seems odd.
While Nvidia has dominated the "infrastructure boom" since 2022's launch of ChatGPT and "the generative AI craze," CNBC writes that "This week offered the starkest illustration yet of what MIzuho analyst Jordan Klein said could be a 'changing of the guard in AI.'"
Chipmakers Advanced Micro Devices and Intel notched gains of about 25%, while memory maker Micron jumped more than 37% and fiber-optic cable maker Corning climbed about 18%. All four of those companies have more than doubled in value this year, with Intel leading the way, up…
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The Hot Take: Is this why they left the consumer market? Going to a different market other than Ai to make more money with?
Micron has outlined a significant increase in memory requirements for future autonomous vehicles, with the company stating that Level 4 (L4) self-driving systems could demand more than 300GB of RAM per vehicle.
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