Netlist mengajukan gugatan di Komisi Perdagangan Internasional AS terhadap Micron dan pelanggan besar seperti Nvidia, Broadcom, dan Google atas pelanggaran paten memori berkecepatan tinggi yang digunakan dalam teknologi AI. Gugatan ini menargetkan produk Micron seperti HBM3E, HBM4, dan HBM4E yang diduga melanggar paten Netlist. Langkah ini menunjukkan upaya Netlist untuk melindungi teknologi memori canggih yang mereka kembangkan selama bertahun-tahun. Proses hukum ini dapat mempengaruhi pasokan dan penggunaan teknologi memori dalam infrastruktur AI yang berkembang pesat.
Micron Technology, Inc. trades at USD 1,071.25 with a 1.64% gain on Pluang as of Sep 29, 2026 19:02 WIB, reflecting strong investor interest despite the new ITC lawsuit. Nvidia shares also rose by 0.86% to USD 230.82, while Broadcom increased 1.12% to USD 353.50, showing resilience among key players named in the legal action. This legal dispute could influence the dynamics of AI memory technology markets where these companies are major participants.
Wedbush forecasts that Micron Technology's fourth fiscal quarter earnings per share could reach the mid-$30s, driven by significant price increases in DRAM and NAND memory products. The broker highlights strong pricing dynamics with quarter-over-quar...
Micron Technology is poised for significant growth driven by strong AI demand for its memory products like DRAM, NAND, and HBM4. Analysts have set a price target of $1,520, suggesting a 40% upside from its current price of $1,082. Earnings are expect...
SK Hynix's stock fell 6% following a Bloomberg report that its U.S. storage unit, Solidigm, may pursue a $100 billion IPO next year. This news caused a selloff in memory stocks, including Micron and Western Digital, which both dropped around 4%. The ...
Micron Technology's stock has surged 590% in the past year, reflecting high market expectations for growth amid a tightening memory chip market. Despite strong supply chain advantages, the company faces increasing competition, especially from Samsung...
Micron (MU) is experiencing strong pricing power and margin expansion due to a severe supply bottleneck in HBM4 and DRAM memory chips. Its gross margin has surged to 84% and is expected to reach 86%, with revenue and earnings per share growth driven ...
