Saturday, December 20, 2025

Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026 (Dan Gallagher/Wall Street Journal)

Dan Gallagher / Wall Street Journal:
Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026  —  The AI gold rush is creating shortages for memory chips that could raise prices for all sorts of gadgets



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SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)

Ian King / Bloomberg : SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remar...