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Micron Technology's decision to lift its planned US investment to more than US$ 250 billion through 2035, unveiled July 9 alongside the first concrete pour at its Clay, New York, site, is fundamentally a bet on where the AI era's most contested commodity, memory, will be manufactured.

Nanya Technology posts record profit as gross margin nears 80%

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digitimes.com 2026-07-10

Nanya Technology posted record quarterly profit after a more than 60% rise in average DRAM selling prices lifted its gross margin to 79.5%, with the Taiwanese memory chipmaker expecting prices and margins to improve further in the second half.

Largan samples CPO product in July 2026, eyes GC edge

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digitimes.com 2026-07-10

Largan said on July 9, 2026, that it will formally begin sampling fiber array (FA) products for a mass-production customer in July, while chairman En-Ping Lin outlined the company's advantages in common packaging optics (CPO) amid market attention on Corning's Glass Bridge technology.

Analysis: Samsung, SK Hynix, and Micron's diverging approach to HBM4 base dies

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digitimes.com 2026-07-10

Samsung Electronics, SK Hynix and Micron Technology are taking different manufacturing paths for the logic base die in HBM4, opening a new front in the competition over advanced memory performance, yield and supply.

CHPT chief: AI demand is set to strain capacity and reshape Taiwan's industrial priorities

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digitimes.com 2026-07-10

Chunghwa Precision Test Tech president Scott Huang said on July 7 that the company's biggest challenge over the next five years will be capacity as artificial intelligence demand surges across the semiconductor supply chain. He also urged Taiwan to increase investment in quantum technology and nuclear fusion, saying both fields could shape the island's long-term industrial future.

Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026

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digitimes.com 2026-07-10

Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter revenue reached NT$2.238 billion, up 5.99% from the first quarter and down 0.46% year on year, while first-half revenue totaled NT$4.349 billion, a 1.30% decline from a year earlier.

Kioxia, SanDisk ship BiCS10 samples as NAND comeback takes shape

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digitimes.com 2026-07-10

Kioxia and SanDisk have begun shipping samples of 332-layer BiCS10 NAND, giving the Japanese memory maker a concrete technology milestone as CEO Hiroo Ota works to pull the company back toward the top of the NAND industry.

SK AI Summit postponed as SK eyes closer alignment with Nvidia GTC

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digitimes.com 2026-07-10

SK Group, which hosts the annual SK AI Summit as its flagship technology event to showcase its latest AI and semiconductor developments, is reportedly postponing the 2026 edition. Originally scheduled for the second half of 2026, the event is now expected to take place in the first half of 2027. Industry sources believe the move is intended to better align the summit with Nvidia GTC, which is held

Micron Technology Is Quietly Setting Up for a Strong Earnings Catalyst - The Motley Fool

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www.fool.com 2026-07-10 The Motley Fool

Micron Technology Is Quietly Setting Up for a Strong Earnings Catalyst - Yahoo Finance

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finance.yahoo.com 2026-07-10 Yahoo Finance

Micron increases US investment to $250B as AI drives demand for memory technology - Fox Business

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www.foxbusiness.com 2026-07-10 Fox Business

Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia? - 24/7 Wall St.

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247wallst.com 2026-07-09 24/7 Wall St.