MICRON SOLUTIONS DL-,001

According to Micron, aggressive price demands from certain major customers during the memory downturn prevented necessary investments, contributing to the current RAM and SSD shortages. Sumit Sadana said some customers had enforced “rock‑bottom prices,” which is why Micron did not expand capacity in 2023. Apple is named as a likely affected party due to its tough supplier negotiations; the company is now trying to secure additional capacity, such as RAM, from CXMT. Micron expects the demand situation could persist beyond 2027. » Plus sur heise.de

Micron posted a gain of more than 240% in the second quarter, increasing its market value by roughly $920 billion. The drivers were strong demand for memory from AI chip makers and sharply higher memory prices; revenue in the last quarter quadrupled and gross margin rose to 84.9%. Overall, Micron, Intel and AMD expanded their combined market capitalization by about $2 trillion during the quarter as investors diversified their AI exposure beyond Nvidia. » Plus sur de.investing.com

A new lawsuit accuses Micron, Samsung and SK hynix of coordinating production cuts to push customers toward higher‑priced HBM, echoing a 2002 DRAM price‑fixing scandal. Micron reports HBM is sold out through 2026 and can meet only about 50–66% of demand, driven by rapid AI infrastructure growth and long lead times for capacity expansion. Courts typically require evidence beyond parallel pricing, and based on public information the shortages appear more consistent with supply‑and‑demand constraints than proven collusion, though discovery could yield supporting evidence for plaintiffs. For investors the key issue is Micron's ability to monetize AI demand as new capacity comes online. » Plus sur finance.yahoo.com