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Micron Technology Maps AI Memory Future With HBM, DRAM and NAND Roadmap
MarketBeat· 2026-10-22 01:04
Micron Technology NASDAQ: MU outlined a technology and product roadmap centered on rising artificial- intelligence memory and storage requirements, including plans for next-generation DRAM, high-bandwidth memory, NAND and advanced packaging technologies. During the company's technology and product leadership webinar, President and Chief Technology and Products Officer Scott DeBoer said AI is changing the role of memory from a supporting component to a central constraint on system performance, capacity and c ...
Micron Technology (NasdaqGS:MU) Update / briefing Transcript
2026-10-21 23:02
Micron Technology (NasdaqGS:MU) Update / briefing October 21, 2026 10:00 AM ET Thank you, Christine, and welcome to Micron Technology's webinar on technology and products leadership for the AI era and beyond. On the call with me today is Dr. Scott DeBoer, President and Chief Technology and Products Officer. AI is driving significant changes in memory and storage requirements. We are excited to have Scott here with us today to provide investors a deeper look at our technology roadmap and innovation strategy. ...
Micron Technology (NasdaqGS:MU) Earnings Call Presentation
2026-10-21 22:00
Technology and products leadership for the AI era October 21, 2026 This presentation contains forward-looking statements regarding our industry, our strategic position, customer demand, investments and the goals for such investments, our business opportunities, our products and technology, including our product and technology roadmaps and expected capabilities and timing, and our financial and operating performance. These forward-looking statements are subject to a number of risks and uncertainties that cou ...
澜起科技:AI智能体拉动CPU服务器及内存互连芯片需求,CXL MXC受益于DDR4复用;买入评级
2026-10-21 18:38
28 September 2026 | 3:25AM HKT Equity Research Montage (688008.SS): AI agent drives CPU servers demand and Memory interconnect ICs; CXL MXC riding on DDR4 reuse; Buy We talked to Montage management recently where the company reiterated it remains positive on its business outlook, driven by: (1) AI agent continuing to drive CPU servers demand, with new platforms requiring more memory channels, driving DDR5 demand, along with generation migration, (2) DDR6 drives RCD demand, as per DDR6 RDIMM requires two RCD ...
澜起科技:创始人减持预计影响有限,强劲增长前景不变
2026-10-21 18:38
Flash | 27 Sep 2026 17:12:26 ET │ 12 pages Montage Technology (688008.SS) Founder Share Sale Likely Non-Event; Robust Growth Outlook Intact CITI'S TAKE Montage announced on Sep 25 founder-linked shareholder WLT Partners plans to sell up to 2.33mn (0.19% of total) Montage-A shares (688008.SS) to fund an upcoming equity-incentive exercise requiring over Rmb500mn. We expect limited share price impact given the small disposal size and clearly identified funding purpose. We see robust multi- year growth outlook ...