semiconductor supply

Samsung Foundry’s 4nm production is reportedly booked through 2027, giving the company room to raise prices and redirect prospective customers to 5nm—but the important detail for enterprise buyers is why the capacity is tight. Samsung’s own HBM4 memory business is consuming 4nm logic-base-die...

Ford and Micron announced on July 6, 2026, a long-term Strategic Customer Agreement to secure memory and storage supply for Ford’s next-generation vehicles, tying the automaker’s future production plans to Micron’s expanding U.S. automotive chip capacity. The deal, detailed by Micron and...

Micron reported fiscal third-quarter 2026 revenue of $41.46 billion and GAAP net income of $28.24 billion for the quarter ended May 28, with record gross margin and multiyear customer agreements driven by the AI memory shortage. That is the plain answer behind the viral question about whether...