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15.12.25 - 00:06
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Micron′s DDR5 outsourcing ramp redraws memory packaging trajectories through 2026 (Digitimes)
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Memory demand remains overheated and supply tight, driving upstream manufacturers to lift utilization while majors such as Micron pivot toward customized, higher value-added output. This is fueling continued growth in outsourced packaging and testing (OSAT) and underpinning an unusually strong fourth quarter of 2025, with visibility now stretching well into the second half of 2026....
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12.12.25 - 09:06
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Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit (Digitimes)
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Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established suppliers raise prices and Micron prepares to exit the segment. The shift, driven by surging demand for enterprise products supporting artificial intelligence (AI) data centers, is pushing South Korean PC makers to seek alternative suppliers, potentially opening the door for Chinese brands....
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12.12.25 - 08:00
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Micron-Aktie: Trotz Mega-Rallye noch mehr Potenzial? (Sharedeals)
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Die Micron-Aktie hat nach einer kleineren Kursdelle wieder Fahrt aufgenommen und Mitte der Woche ein neues Rekordhoch bei 264,75 US$ erklommen. Damit hat sich der Kurs seit Jahresbeginn verdreifacht. Ist es nun an der Zeit, Gewinne mitzunehmen, oder hat der Top-Performer aus dem Nasdaq 100 noch Luft nach oben? Seit April mehr als vervierfacht Die […]
The post Micron-Aktie: Trotz Mega-Rallye noch mehr Potenzial? first appeared on sharedeals.de....
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