Timeline
US gave Micron $6.1 billion in CHIPS Act subsidies
Micron signed multi-year memory supply deal with Anthropic
HBM4 revenue exceeded $1 billion for the first time, signaling strong market adoption.
Micron posted a 15-fold profit surge with Q2 net income hitting $4.2 billion and gross margin near 85%.
Samsung HBM4 sales reportedly topped $1B.
Micron invested in Anthropic's Series H
Micron acquires PSMC's P5 fab for $3.8B, converting it for HBM and DDR5 production
Was found by an academic study to capture screenshots every minute via ACR systems.
Ecosystem
Samsung
Micron
Evidence (5 articles)
Memory Market Squeeze Threatens iPhone Price Hikes as AI Demands Strain Supply
Mar 14, 2026Nvidia Qualifies HBM4 for Vera Rubin, SK Hynix Gets 60-70% Share
Jun 8, 2026Nvidia Denies Anthropic's China Chip Smuggling Claims via Latin America
Jun 13, 2026SSSTC Unveils Immersion-Cooled SSDs at Computex 2026 for AI Data Centers
Jun 2, 2026Roundhill Memory ETF (DRAM) Surges 90% in 36 Days, Fastest ETF Ever
May 11, 2026