Micron's labor union at its Taoyuan facility in Taiwan plans a one-day work stoppage on October 22 over unresolved demands for a clear bonus proposal and a transparent profit-sharing formula. Talks broke down in September, leading workers to approve the strike in early October, though the union says the action is meant to force a deal rather than end negotiations. Separately, a union at Micron's larger Taichung site is set to meet management for mediation the same day but has not authorized a strike.
tomshardware.com
· 2026-10-21
The RepRap open-source hardware project has released details of the µRepRap, a 3D printer built from common materials capable of micron and sub-micron positioning. Its latest 'PIKA' V0.02 hardware achieves roughly 1μm repeatable positioning and 10μm accuracy within an 8mm cubic work volume, and has been used to deposit UV resin droplets as small as 4μm and cure 9μm resin lines using a fibre optic probe. An earlier 'MAUS' variant, now deprecated, reached about 5μm positioning over a 4mm square area and remains fully documented with build files on Printables.
github.com
· 2026-10-18
CoreWeave's credit default swap spread spiked above 1,140 basis points before settling near 1,088, up 33% in a week and 177% over the past year, as bond yields on its 2031 notes climbed to nearly 16%. The neocloud company, which has amassed over $51 billion in debt and obligations for AI infrastructure, saw its stock fall further Thursday after a 15.5% drop the prior day, while peers Nebius and Iren also declined.
cnbc.com
· 2026-10-15
CNBC's Investing Club reports that its 32-stock portfolio has diverged sharply over the past five weeks, with AI-exposed names like Micron among the week's biggest losers and defensive stocks such as Cardinal Health among the top gainers. Since the group's Sept. 10 meeting, the Nasdaq is up 2.3% overall even as the Dow fell nearly 1%, while this week alone the Nasdaq dropped 2.5% amid a hot inflation report and renewed AI-stock weakness. CrowdStrike and Meta Platforms were cited as standout winners, up 19.4% and 14.4% respectively, driven by cybersecurity demand and AI-related product momentum.
cnbc.com
· 2026-10-15
SK Hynix, Samsung and Micron shares fell sharply this week, with SK Hynix down 26%, Samsung 22% and Micron 11% over five days. The drop followed China's CXMT unveiling a new server memory architecture, plus a South Korean newspaper opinion piece urging Seoul to prepare for a potential slowdown in AI-driven memory demand and a possible oversupply by 2029.
cnbc.com
· 2026-10-15
Elon Musk criticized memory suppliers for 'extortionate' pricing during the ongoing DRAM and HBM shortage, without naming them directly, while praising Micron for taking a more 'reasonable' approach that he said builds long-term customer loyalty. Musk did not disclose specific pricing figures or contract terms for any supplier.
tomshardware.com
· 2026-10-15
Jim Cramer told CNBC viewers not to abandon semiconductor stocks despite a six-session, 7.2% drop in the VanEck Semiconductor ETF, arguing chip names are now trading as a bloc rather than on individual fundamentals. He cited Micron's 26 long-term customer agreements covering about 35% of revenue through 2030 as evidence of durable demand, and pointed to Intel and AMD as CPU suppliers benefiting from broader device demand.
cnbc.com
· 2026-10-13
Chinese memory chipmaker ChangXin Memory Technologies (CXMT) said over the weekend it had advanced new chip architecture that increases memory density, prompting sharp declines in global memory stocks. Micron fell 3.7% in premarket trading, SK Hynix closed 10% lower in Seoul, and Samsung Electronics dropped 7.4%, with SanDisk, Seagate and Western Digital also declining. CXMT, which went public on Shanghai's STAR Market in July with a 466% debut surge, reportedly plans to launch a server-memory product based on the new architecture by the end of 2026.
cnbc.com
· 2026-10-13
RAM temporarily stores data a processor needs quick access to, using capacitors that lose their charge once power is cut, unlike ROM which retains data permanently. TrendForce reports that DRAM contract prices jumped 90 to 95 percent quarter-over-quarter in early 2025, driven largely by AI data center buildouts such as NVIDIA's proposed $100 billion investment with OpenAI for 10 gigawatts of capacity. Micron also shut down its consumer-focused Crucial brand in February to prioritize higher-margin AI data center business.
engadget.com
· 2026-10-10
IDC Global data shows worldwide PC shipments dropped 20.1% year-over-year in Q3 2026, a loss of 15.8 million units, and fell 9.1% from the prior quarter. The firm attributes this to a severe memory chip shortage driven by manufacturers shifting production toward AI data center components like HBM, which has pushed DDR5 memory prices up by as much as 500%.
tomshardware.com
· 2026-10-09
U.S. stocks closed higher Friday after September nonfarm payrolls showed just 29,000 jobs added, far below the 84,000 expected, pushing unemployment to 4.2%. The soft data raised odds the Federal Reserve will hold rates steady in October to 78%, up from 36% a week earlier. Nvidia, CrowdStrike, Palo Alto Networks and AMD all touched all-time highs, lifting the Nasdaq for the week even as the Dow and S&P 500 finished lower.
cnbc.com
· 2026-10-03
Micron reported fiscal Q4 2026 revenue of $54.23 billion, nearly five times higher than a year earlier, with a record 87% gross margin company-wide. Its Mobile and Client consumer unit posted the highest operating margin among its four segments at 88%, even though it was the only unit to ship less memory than the prior quarter. Micron attributed the unit's 14% quarter-over-quarter revenue growth to higher pricing offsetting lower bit shipments.
tomshardware.com
· 2026-10-02
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