{"schema":"hottub-news/list/v1","item_schema":"hottub-news/item/v1","count":44,"next":"https://hottub.news/v1/items?before=1790816880.1035448&entity=Q6839708","sponsored":0,"items":[{"id":"n_s2qb6xsw4p3n3gjxa3ba","seq":1292497,"kind":"article","title":"Čelnici Microna i Samsunga očekuju da će nestašica RAM-a potrajati do 2028.","title_en":"Micron and Samsung executives expect the shortage of RAM to last until 2028","url":"https://www.klix.ba/scitech/gaming/celnici-microna-i-samsunga-ocekuju-da-ce-nestasica-ram-a-potrajati-do-2028/261002040","summary":"Čelnici Microna i Samsunga poručili su ove sedmice da će nestašica memorije trajati najmanje još nekoliko godina, uz snažnu potražnju iz AI i serverskog sektora.","published":"2026-10-02T06:57:00Z","seen":"2026-10-02T07:56:25Z","lang":"bs","country":"BA","source":{"id":"kite-klix-ba-97f674","name":"klix.ba","domain":"klix.ba","outlet":{"wikidata":"Q11109898","name":"klix.ba","type":"website","country":"BA","designations":["website"]}},"via":"kite-klix-ba-97f674","topics":["gaming"],"authors":["Piše: V. K."],"entities":[{"id":"Q6839708","name":"Micron","type":"org"},{"id":"Q124989916","name":"Samsung","type":"org"}],"image":"https://static.klix.ba/media/images/vijesti/img32_261002040.jpg","story":"st_auevjkpkrckovyo5s7vq","category":"economy-business","category_p":0.5,"category2":"science-technology","sentiment":"neutral","tone":-0.18,"political":0.2},{"id":"n_ntyrpm5ew6ukjtyeo6ta","seq":1284727,"kind":"article","title":"Actualité : Pénurie de RAM : le pire reste à venir, Micron prévient que 2026 n'était qu'un avant-goût","title_en":"News: RAM shortage: the worst is yet to come, Micron warns that 2026 was just a preview","url":"https://www.lesnumeriques.com/ram-memoire-vive/penurie-de-ram-le-pire-reste-a-venir-micron-previent-que-2026-n-etait-qu-un-avant-gout-n262617.html","summary":"Si vous attendiez une baisse du prix des PC, des consoles ou des smartphones, mauvaise nouvelle. Micron, l'un des trois géants mondiaux de la mémoire, vient d'empocher 54 milliards de dollars en un seul trimestre, et son patron prévient que la pénurie de RAM va s'aggraver en 2027 et 2028. L'intelligence artificielle aspire déjà les puces mémoire des usines, et les robots humanoïdes s'annoncent comme les prochains clients.","published":"2026-10-02T06:30:00Z","seen":"2026-10-02T06:55:32Z","lang":"fr","source":{"id":"kite-lesnumeriques-com-239a97","name":"lesnumeriques.com","domain":"lesnumeriques.com","outlet":{"wikidata":"Q3230275","name":"Les Numériques","type":"magazine","country":"FR","designations":["news media","online magazine","organization","website"]}},"via":"kite-lesnumeriques-com-239a97","topics":["smart-home"],"authors":["Aymeric Geoffre-Rouland"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://cdn.lesnumeriques.com/optim/news/26/262617/c6668a5e-penurie-de-ram-le-pire-reste-a-venir-micron-previent-que-2026-n-etait-qu-un-avant-gout__800_800__1077-0-5083-4006_wtmk.jpg","story":"st_ntyrpm5ew6ukjtyeo6ta","category":"science-technology","category_p":0.44,"category2":"economy-business","sentiment":"negative","tone":-0.54,"political":0.09},{"id":"n_az6ag7ihglhlxnprfwmq","seq":1284298,"kind":"article","title":"HBM 다음은 로봇 메모리? 삼성·SK·마이크론 ‘피지컬 AI’ 격돌","title_en":"After HBM, Samsung, SK, Micron 'Physical AI' clash","url":"https://www.mk.co.kr/news/business/12167152","summary":"메모리 업계, 피지컬AI 공략 저전력 D램·낸드 판로 확대메모리 업계가 로봇·자율주행차 등 피지컬 AI용 제품 개발에 앞다퉈 나섰다. 저전력 D램·낸드 수요가 커질 수 있다는 기대..","published":"2026-10-02T06:08:16Z","seen":"2026-10-02T06:53:44Z","lang":"ko","country":"KR","source":{"id":"kite-mk-co-kr-2679f8","name":"mk.co.kr","domain":"mk.co.kr","outlet":{"wikidata":"Q625035","name":"Maeil Business Newspaper","type":"newspaper","country":"KR","designations":["business newspaper"]}},"via":"kite-mk-co-kr-2679f8","topics":["전체뉴스"],"authors":["author"],"entities":[{"id":"Q124989916","name":"Samsung","type":"org"},{"id":"Q214","name":"Slovakia","type":"org"},{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://pimg.mk.co.kr/news/cms/202610/02/news-p.v1.20261002.994d856aa2ec4a2ab1fd2be3f3d58dd1_R.png","story":"st_az6ag7ihglhlxnprfwmq","category":"science-technology","category_p":0.82,"sentiment":"neutral","tone":0.05,"political":0.1},{"id":"n_rrxhgzrcek7xvssov5sa","seq":1273860,"kind":"article","title":"Will Micron Set Off An October Volatility Spike?","url":"https://seekingalpha.com/article/4951510-will-micron-set-off-october-volatility-spike","published":"2026-10-02T05:53:12Z","seen":"2026-10-02T05:53:12Z","lang":"en","source":{"id":"seekingalpha.com","name":"seekingalpha.com","domain":"seekingalpha.com","outlet":{"wikidata":"Q3477676","name":"Seeking Alpha","type":"other","country":"US","designations":["dot-com company"]}},"via":"gdelt-gkg-english","topics":["education","economy","business"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_rrxhgzrcek7xvssov5sa","category":"economy-business","category_p":0.75,"sentiment":"neutral","tone":0.32,"political":0.08},{"id":"n_rutlzoavgejfrtohv5pq","seq":1267608,"kind":"article","title":"Tokyo Nikkei jumps 3.3% on Micron-driven tech rally","url":"https://www.intellinews.com/tokyo-nikkei-jumps-3-3-on-micron-driven-tech-rally-472912","summary":"Credit: Unsplash - Dylan Calluy The euro was quoted at $1.1304-1305 and JPY179.04-08, against $1.1325-1335 and JPY178.32-42 in New York and $1.1345-1346 and JPY178.01-05 in Tokyo late in the previous afternoon.","published":"2026-10-02T04:43:47Z","seen":"2026-10-02T05:04:53Z","lang":"mk","country":"MK","source":{"id":"kite-bne-eu-f925f2","name":"bne.eu","domain":"bne.eu"},"via":"kite-bne-eu-f925f2","authors":["IntelliNews - Osaka Bureau"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://d39raawggeifpx.cloudfront.net/styles/16_9_desktop/s3/articleimages/Unsplash_-_Dylan_Calluy_Cropped_14_1790916233.jpg","story":"st_6vqzgnhdqybho5b2kwcq","category":"economy-business","category_p":0.56,"category2":"science-technology","sentiment":"positive","tone":0.57,"political":0.07},{"id":"n_s7ls37mgr6hu7gvzdp2q","seq":1271827,"kind":"article","title":"Micron Says Memory Supply Will Be Much Tighter in 2028. Sandisk's Contracts Limit How Much It Can Gain.","url":"https://www.aol.com/articles/micron-says-memory-supply-much-035802000.html","published":"2026-10-02T03:58:00Z","seen":"2026-10-02T05:40:41Z","lang":"en","source":{"id":"aol.com","name":"aol.com","domain":"aol.com","outlet":{"wikidata":"Q27585","name":"AOL","type":"website","country":"US","designations":["business","company","enterprise","media company","online service provider","search engine","web portal"]}},"via":"gdelt-gkg-english","topics":["economy"],"authors":["AOL"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"},{"id":"Q260833","name":"Sandisk","type":"org"}],"story":"st_hsbnayicrefwmp54nbpa","category":"economy-business","category_p":0.66,"category2":"science-technology","sentiment":"neutral","tone":-0.06,"political":0.08},{"id":"n_hqxlgjjwopii3codd6fq","seq":1240346,"kind":"article","title":"Micron avisa que crise de memória RAM vai piorar nos próximos anos","title_en":"Micron warns that the RAM memory crisis will worsen in the coming years","url":"https://canaltech.com.br/hardware/micron-avisa-que-crise-de-memoria-ram-vai-piorar-nos-proximos-anos","summary":"Já perdemos a conta de quantas vezes executivos da indústria de hardware falaram sobre como a atual crise, principalmente de chips de memória, pode piorar. Para não perder o ritmo, Sanjay Mehrotra, CEO da Micron, voltou a tocar no assunto dizendo que a escassez global de chips de memória DRAM e NAND não apenas continuará, como se tornará ainda mais severa nos próximos anos . Segundo o executivo, conseguir…","published":"2026-10-01T23:06:00Z","seen":"2026-10-02T00:39:05Z","lang":"pt","country":"BR","source":{"id":"kite-feeds2-feedburner-com-e81c62","name":"feeds2.feedburner.com","domain":"feeds2.feedburner.com"},"via":"kite-feeds2-feedburner-com-e81c62","authors":["author","Raphael Giannotti"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_5anm6a6gyp6ej4i5pzua","category":"economy-business","category_p":0.42,"category2":"science-technology","sentiment":"negative","tone":-0.71,"political":0.22},{"id":"n_qfueeows3foksgvctwba","seq":1204602,"kind":"community","title":"Micron Projects Tightening RAM Shortages Through 2028 As It Generates Record Profit","url":"https://hardware.slashdot.org/story/26/10/01/1822222/micron-projects-tightening-ram-shortages-through-2028-as-it-generates-record-profit","summary":"Micron says the global RAM and storage shortage will tighten further through 2027 and 2028, with CEO Sanjay Mehrotra saying the company has already sold most of next year's capacity. \"In calendar 2027 as well as 2028, we see demand exceeding supply. In fact, we see greater tightness in the industry in 2027 and in 2028 versus 2026. Overall, supply-demand environment is only getting tighter,\" Mehrotra said. \"We do not have line of sight to when supply and demand will return to…","published":"2026-10-01T20:00:00Z","seen":"2026-10-01T20:03:22Z","lang":"en","source":{"id":"slashdot","name":"Slashdot","domain":"slashdot.org","outlet":{"wikidata":"Q59083","name":"Slashdot","type":"website","designations":["social news website","website"]}},"via":"slashdot","topics":["technology"],"authors":["BeauHD"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_2yms2ynpszxibjue53zq","category":"economy-business","category_p":0.81,"sentiment":"negative","tone":-0.08,"political":0.05},{"id":"n_utx2rctzkbx73zv3dmaa","seq":1187564,"kind":"article","title":"攜手台積電CoWoS生態系！美光帶帆宣、亞翔、漢唐赴美日星，台廠供應鏈拓海外","title_en":"In partnership with TSMC CoWoS ecosystem! Micron, ASE, Axtron, Han Tang head to the US and Japan with stars, expanding Taiwan's supply chain overseas","url":"https://tw.news.yahoo.com/%E6%94%9C%E6%89%8B%E5%8F%B0%E7%A9%8D%E9%9B%BBcowos%E7%94%9F%E6%85%8B%E7%B3%BB-%E7%BE%8E%E5%85%89%E5%B8%B6%E5%B8%86%E5%AE%A3-%E4%BA%9E%E7%BF%94-%E6%BC%A2%E5%94%90%E8%B5%B4%E7%BE%8E%E6%97%A5%E6%98%9F-%E5%8F%B0%E5%BB%A0%E4%BE%9B%E6%87%89%E9%8F%88%E6%8B%93%E6%B5%B7%E5%A4%96-173505659.html","summary":"美光的AI記憶體布局，正將台灣合作夥伴帶向海外。台灣美光科技董事長盧東暉今（1）日在媒體交流茶敘表示，HBM、台積電（2330）CoWoS及輝達（NASDAQ：NVDA）平台需要共同到位，全球擴廠也仰賴工程與設備供應鏈支持；隨著美光（NASDAQ：MU）擴大製造布局，帆宣、亞翔、漢唐已分別參與美國、新加坡與日本的相關專案。「一個公司的成功不能只靠自己，一定要......","published":"2026-10-01T17:35:05Z","seen":"2026-10-01T17:51:22Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q713418","name":"TSMC","type":"org"},{"id":"Q6839708","name":"Micron","type":"org"},{"id":"Q2657718","name":"Armenian Soviet Encyclopedia","type":"org"},{"id":"Q138373581","name":"Han Tang","type":"org"}],"story":"st_3uli5zt5rsosooyk5rpq","category":"economy-business","category_p":0.77,"sentiment":"positive","tone":0.6,"political":0.04},{"id":"n_oekagjltt7vhj7bqn2ta","seq":1236089,"kind":"article","title":"Micron's CEO says customers will pay even higher RAM prices in 2027","url":"https://www.androidheadlines.com/2026/10/microns-ceo-says-customers-will-pay-even-higher-ram-prices-in-2027.html","summary":"The post Micron's CEO says customers will pay even higher RAM prices in 2027 appeared first on Android Headlines .","published":"2026-10-01T17:31:55Z","seen":"2026-10-01T23:32:51Z","lang":"en","source":{"id":"kite-androidheadlines-com-ca145c","name":"androidheadlines.com","domain":"androidheadlines.com"},"via":"kite-androidheadlines-com-ca145c","topics":["google","all the latest android & tech news","newsletter stories","tech news","micron","ram","technology"],"authors":["Justin Diaz"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_5anm6a6gyp6ej4i5pzua","category":"economy-business","category_p":0.71,"category2":"science-technology","sentiment":"neutral","tone":-0.02,"political":0.14},{"id":"n_ersq57h4hqgafz6snbka","seq":1187569,"kind":"article","title":"AI記憶體需求爆發！美光在台投資突破1.6兆元、四地同步擴產：台中封裝新廠10月中啟用、桃園布局EUV","title_en":"AI memory demand explodes! Micron invests over 1.6 trillion dollars in Taiwan, expanding production in four locations: new packaging plant in Taichung to start in mid-October, EUV layout in Taoyuan","url":"https://tw.news.yahoo.com/ai%E8%A8%98%E6%86%B6%E9%AB%94%E9%9C%80%E6%B1%82%E7%88%86%E7%99%BC-%E7%BE%8E%E5%85%89%E5%9C%A8%E5%8F%B0%E6%8A%95%E8%B3%87%E7%AA%81%E7%A0%B41-6%E5%85%86%E5%85%83-%E5%9B%9B%E5%9C%B0%E5%90%8C%E6%AD%A5%E6%93%B4%E7%94%A2-%E5%8F%B0%E4%B8%AD%E5%B0%81%E8%A3%9D%E6%96%B0%E5%BB%A010%E6%9C%88%E4%B8%AD%E5%95%9F%E7%94%A8-172652361.html","summary":"AI記憶體需求持續推升，美光在台投資與擴廠速度同步加快。台灣美光科技董事長盧東暉今（1）日在媒體交流茶敘表示，截至今年6月，美光（NASDAQ：MU）在台累計投資已超過新台幣1.6兆元，約一半集中於近四年；桃園、苗栗銅鑼、台中與台南四大基地正同步擴張，其中台中先進封裝二廠預計10月中啟用，桃園F11E則將支援EUV及未來High-NA EUV技術。盧東暉指出......","published":"2026-10-01T17:26:52Z","seen":"2026-10-01T17:51:22Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_3o5de4bbcfkg6tkcstua","category":"economy-business","category_p":0.62,"category2":"science-technology","sentiment":"positive","tone":0.42,"political":0.09},{"id":"n_rkiy7sts7enisjzoeqnq","seq":1169220,"kind":"article","title":"記憶體真的不缺？美光高層回應：2027、2028年比今年吃緊，部分長約延至2031年","title_en":"Is memory really not in short supply? Micron executive responds: 2027, 2028 will be tighter than this year, some lasting until 2031","url":"https://www.storm.mg/article/11169161","summary":"記憶體供應是否已不再吃緊？台灣美光今（1）日在媒體交流茶敘回應相關提問時指出，2027、2028年的供應情況將比2026年更緊，客戶正透過多年合約提前安排供應，部分長約已延至2031年。這項說法也與美光（NASDAQ：MU）於法說會上的講稿一致；公司並表示，2027年HBM絕大部分供應已完成合約安排。美光董事長暨執行長Sanjay Mehrotra在法說講稿.........","published":"2026-10-01T15:42:09Z","seen":"2026-10-01T15:44:58Z","lang":"zh","country":"TW","source":{"id":"kite-storm-mg-a16ecb","name":"storm.mg","domain":"storm.mg","outlet":{"wikidata":"Q16927004","name":"The Storm Media","type":"other","country":"TW","designations":["company"]}},"via":"kite-storm-mg-a16ecb","authors":["魏鑫陽"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_l4fd3cij56paw3ufhava","category":"economy-business","category_p":0.55,"category2":"science-technology","sentiment":"neutral","tone":0.04,"political":0.09},{"id":"n_tmhq6yqkopauhkvxniua","seq":1170699,"kind":"article","title":"마이크론 역대급 실적에도 주가 주춤…'삼전닉스'는 어디로","title_en":"Micron's record performance but stock price remains stagnant... Where is 'Samsung-NXP' headed?","url":"https://www.newsis.com/view/NISX20261001_0003809987","summary":"[서울=뉴시스]이지영 기자 = 메모리 반도체 기업 실적의 '풍향계'로 불리는 마이크론테크놀로지가 시장 예상치를 웃도는 실적과 가이던스(내년 전망치)를 내놨지만 주가는 주춤했다. 국내 반도체 투톱인 삼성전자와 SK하이닉스도 실적보다는 수급 여건이 주가 방향성을 가를 것이란 전망이 나온다. 김장열 유니스토리자산운용 센터장은 1일 유튜브 채널 '삼프로TV'에서 \"마이크론의 4분기 매출과 조정 주당순이익(EPS)은 시장 예상치를 크게 웃돌았다\"며 \"가이던스도 매출과 EPS 모두 예상보다 잘 나왔다\"고 밝혔다. 지난달 30일(현지시각) 마이크론은 미국 증시 정규장 마감 후 2026회계연도 4분기 실적을 발표했다. 매출은 542억3000만달러로 시장 예상치(510억7000만달러)를 웃돌았다. 조정 EPS도 33.42달러를 기록해 전망치(31.61달러)를 넘어섰다. 투자자들이 주목한 다음 분기 실적도 더 좋아질 전망이다. 마이크론은 2027회계연도 1분기…","published":"2026-10-01T15:00:00Z","seen":"2026-10-01T15:52:50Z","lang":"ko","country":"KR","source":{"id":"kite-newsis-com-f17fa3","name":"newsis.com","domain":"newsis.com","outlet":{"wikidata":"Q12590695","name":"Newsis News Agency","type":"news_agency","country":"KR","designations":["news agency"]}},"via":"kite-newsis-com-f17fa3","authors":["이지영 기자"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_4ak7l5c7r5icuwnkhg6a","category":"economy-business","category_p":0.87,"sentiment":"neutral","tone":-0.14,"political":0.02},{"id":"n_hwmwsiizkl4bgjhpnaza","seq":1167673,"kind":"article","title":"TV star chef found dead as fan tributes flood in","url":"https://www.dailymail.com/vertical-galleries/article-16175991/TV-star-chef-dead-fan-tributes-flood-in.html","published":"2026-10-01T14:40:00Z","seen":"2026-10-01T15:39:25Z","lang":"en","source":{"id":"dailymail.com","name":"dailymail.com","domain":"dailymail.com"},"via":"gdelt-gkg-english","topics":["economy"],"authors":["Adam S. Levy","ADAM S. LEVY","US SENIOR SHOWBUSINESS REPORTER"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_jkdpgqikdc5f5tsm23lq","category":"arts-culture-entertainment","category_p":0.74,"sentiment":"negative","tone":-0.48,"political":0.0},{"id":"n_s4rjc64x3jrrsvcdbxnq","seq":1172735,"kind":"article","title":"Micron überrascht mit Umsatzoptimismus - Investoren zurückhaltend","title_en":"Micron surprises with sales optimism - Investors remain cautious","url":"https://www.cash.ch/news/micron-uberrascht-mit-umsatzoptimismus-investoren-zuruckhaltend-973481","summary":"Halbleiterbranche - Der KI-Boom mit steigenden Verkaufspreisen treibt die Geschäfte des US-Speicherchipherstellers Micron unerwartet kräftig an.","published":"2026-10-01T14:30:15Z","seen":"2026-10-01T16:21:01Z","lang":"de","country":"CH","source":{"id":"kite-cash-ch-42f33f","name":"cash.ch","domain":"cash.ch","outlet":{"wikidata":"Q1047289","name":"Cash","type":"newspaper","country":"CH","designations":["business newspaper","online newspaper"]}},"via":"kite-cash-ch-42f33f","topics":["news"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://www.cash.ch/fp/1200/675/415/238/sites/default/files/images/library/micron_logo_hauptsitz.jpg","story":"st_ssupzfiy53zccjpjhpcq","category":"economy-business","category_p":0.96,"sentiment":"positive","tone":0.53,"political":0.03},{"id":"n_twuwkoifc6qz6xui63wq","seq":1151532,"kind":"article","title":"Dow Jones, S&P 500, Nasdaq: Wall Street startet weitestgehend im Plus – Micron-Aktie verliert","title_en":"Dow Jones, S&P 500, Nasdaq: Wall Street starts mostly in the plus - Micron stock loses","url":"https://www.handelsblatt.com/finanzen/maerkte/marktberichte/dow-jones-sp-500-nasdaq-wall-street-notiert-kaum-veraendert/100259034.html","summary":"Die Ölpreise steigen, auch US-Anleiherenditen erreichen den höchsten Stand seit 2002. Die Hoffnung auf einen Zinsschritt weniger in diesem Jahr stimmt Anleger dennoch zuversichtlich.","published":"2026-10-01T14:24:35Z","seen":"2026-10-01T14:27:44Z","lang":"de","country":"DE","source":{"id":"kite-handelsblatt-com-969bed","name":"handelsblatt.com","domain":"handelsblatt.com","outlet":{"wikidata":"Q819697","name":"Handelsblatt","type":"newspaper","country":"DE","designations":["business newspaper","daily newspaper","news website","online newspaper"]}},"via":"kite-handelsblatt-com-969bed","authors":["Anna Kipnis"],"entities":[{"id":"Q242345","name":"S&P 500","type":"org"},{"id":"Q82059","name":"Nasdaq","type":"org"},{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://images.handelsblatt.com/P-73zvwpCO2y/cover/900/506/0/0/75/75/0.5/0.5/wall-street.jpeg","mentions":2,"story":"st_y74wz27mymvae7osewcq","category":"economy-business","category_p":0.69,"sentiment":"positive","tone":0.34,"political":0.04},{"id":"n_sko26xz4jmhgx77eti3a","seq":1151322,"kind":"article","title":"Memory squeeze set to tighten through 2028, Micron says","url":"https://www.computerworld.com/article/4229635/memory-squeeze-set-to-tighten-through-2028-micron-says-3.html","summary":"The global memory shortage that has driven up the cost of servers, storage and PCs through 2026 will get worse in 2027 and 2028, according to memory maker Micron Technology. “We expect memory and storage supply-demand conditions to be much tighter in calendar 2027 and 2028 than they were in 2026,” CEO Sanjay Mehrotra said in prepared remarks for the company’s fiscal fourth-quarter earnings call. Even with new cleanroom space planned across the industry, “We do not have line…","published":"2026-10-01T14:06:48Z","seen":"2026-10-01T14:27:37Z","lang":"en","source":{"id":"kite-computerworld-com-be2e28","name":"computerworld.com","domain":"computerworld.com","outlet":{"wikidata":"Q1755724","name":"Computerworld","type":"magazine","country":"US","designations":["magazine","online magazine"]}},"via":"kite-computerworld-com-be2e28","topics":["microsoft","budgeting, computer components…"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://www.computerworld.com/wp-content/uploads/2026/10/4229635-0-84526800-1790863656-location-folsom-california-site.jpg?quality=50&strip=all","story":"st_kcclxeycp2pnrlbzaqra","category":"science-technology","category_p":0.56,"category2":"economy-business","sentiment":"neutral","tone":-0.17,"political":0.09},{"id":"n_2yms2ynpszxibjue53zq","seq":1162082,"kind":"article","title":"Micron projects tightening RAM shortages through 2028 as it generates record profit — record 86.25% gross margin drives over $53 billion in quarterly profit","url":"https://www.tomshardware.com/pc-components/dram/micron-projects-tightening-ram-shortages-through-2028-as-it-generates-record-profit-record-86-25-percent-gross-margin-drives-over-usd53-billion-in-quarterly-profit","published":"2026-10-01T13:30:00Z","seen":"2026-10-01T15:31:47Z","lang":"en","source":{"id":"tomshardware.com","name":"tomshardware.com","domain":"tomshardware.com","outlet":{"wikidata":"Q575769","name":"Tom's Hardware","type":"website","designations":["website"]}},"via":"gdelt-gkg-english","topics":["economy"],"authors":["Jowi Morales"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_2yms2ynpszxibjue53zq","category":"economy-business","category_p":0.94,"sentiment":"positive","tone":-0.16,"political":0.04},{"id":"n_emy7qomndu5uonjfws7a","seq":1137670,"kind":"article","title":"Micron (MU) Q4 2026 Earnings Call Transcript","url":"https://www.aol.com/articles/micron-mu-q4-2026-earnings-114328000.html","published":"2026-10-01T11:43:00Z","seen":"2026-10-01T12:37:25Z","lang":"en","source":{"id":"aol.com","name":"aol.com","domain":"aol.com","outlet":{"wikidata":"Q27585","name":"AOL","type":"website","country":"US","designations":["business","company","enterprise","media company","online service provider","search engine","web portal"]}},"via":"gdelt-gkg-english","topics":["economy"],"authors":["AOL"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_okq3ol7rcjzc5vpunzsa","category":"economy-business","category_p":0.34,"category2":"science-technology","sentiment":"neutral","tone":0.16,"political":0.29},{"id":"n_bdlrfxu5bfd6lwgbzvia","seq":1124558,"kind":"article","title":"Micron prekonal očakávania: zisk aj tržby prudko rastú vďaka boomu umelej inteligencie","title_en":"Micron exceeded expectations: profit and revenue rise sharply due to artificial intelligence boom","url":"https://openiazoch.zoznam.sk/technologie/micron-prekonal-ocakavania-zisk-aj-trzby-prudko-rastu-vdaka-boomu-umelej-inteligencie","summary":"Výsledky amerického výrobcu pamäťových čipov Micron za 4. kvartál fiškálneho roka 2025/26 prekonali očakávania trhu. Spoločnosť naďalej profituje z prudko rastúceho dopytu po infraštruktúre pre umelú inteligenciu, pričom jej tržby…","published":"2026-10-01T10:33:49Z","seen":"2026-10-01T11:40:52Z","lang":"sk","country":"SK","source":{"id":"kite-openiazoch-zoznam-sk-0e61de","name":"openiazoch.zoznam.sk","domain":"openiazoch.zoznam.sk"},"via":"kite-openiazoch-zoznam-sk-0e61de","topics":["technológie","veda a inovácie","akciové trhy","apple","dátové centrá","macron"],"authors":["TASR"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_pyy7a7fbsurkigxsik6a","category":"economy-business","category_p":0.7,"category2":"science-technology","sentiment":"positive","tone":0.62,"political":0.02},{"id":"n_xweo3dl5nviivjwa3toa","seq":1088211,"kind":"article","title":"Micron Forecast Tops Estimates as AI Memory Demand Stays Strong","url":"http://www.econotimes.com/Micron-Forecast-Tops-Estimates-as-AI-Memory-Demand-Stays-Strong-1753611","published":"2026-10-01T08:15:00Z","seen":"2026-10-01T08:32:48Z","lang":"en","source":{"id":"econotimes.com","name":"econotimes.com","domain":"econotimes.com"},"via":"gdelt-gkg-english","topics":["economy","business"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_pyy7a7fbsurkigxsik6a","category":"science-technology","category_p":0.71,"category2":"economy-business","sentiment":"positive","tone":0.48,"political":0.02},{"id":"n_gl4ekispexyyumtbxzza","seq":1084278,"kind":"article","title":"美光財報優預期、財測強勁 營收年增近4倍！","title_en":"Micron's financial report exceeds expectations, strong estimates, revenue increases nearly fourfold year-on-year!","url":"https://news.ttv.com.tw/news/11510010022500F","published":"2026-10-01T08:01:23Z","seen":"2026-10-01T08:23:33Z","lang":"zh","country":"TW","source":{"id":"kite-ttv-com-tw-1cd6ce","name":"ttv.com.tw","domain":"ttv.com.tw","outlet":{"wikidata":"Q10915848","name":"TTV Main Channel","type":"broadcaster","country":"TW","designations":["television channel"]}},"via":"kite-ttv-com-tw-1cd6ce","entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"mentions":2,"story":"st_q3nq6hhxtqyy4ezf5zia","category":"economy-business","category_p":0.93,"sentiment":"positive","tone":0.7,"political":0.01},{"id":"n_metnj3bjcdb4bls255bq","seq":1103351,"kind":"article","title":"Michael Burry's New Bet Against Micron Stock Expires in June 2027. I Think His Timing Is Off.","url":"https://www.aol.com/articles/michael-burrys-bet-against-micron-075701000.html","published":"2026-10-01T07:57:00Z","seen":"2026-10-01T09:55:38Z","lang":"en","source":{"id":"aol.com","name":"aol.com","domain":"aol.com","outlet":{"wikidata":"Q27585","name":"AOL","type":"website","country":"US","designations":["business","company","enterprise","media company","online service provider","search engine","web portal"]}},"via":"gdelt-gkg-english","topics":["economy","business"],"authors":["AOL"],"entities":[{"id":"Q6828961","name":"Michael Burry","type":"person"},{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_woe7t4ft36gdgpvrf5gq","category":"economy-business","category_p":0.79,"sentiment":"neutral","tone":-0.21,"political":0.18},{"id":"n_plccrdoyczjtvkf365ta","seq":1099782,"kind":"article","title":"美光Q4業績再度炸裂！AI記憶體缺貨推升毛利率至87% 但空頭依舊存疑","title_en":"Micron Q4 earnings explode again! AI memory shortage drives gross margin to 87% but doubts remain","url":"https://news.cnyes.com/news/id/6619513","summary":"美光2026財年Q4營收540億美元、調整後EPS 33.42美元，均優於預期，毛利率87%創歷史紀錄 執行長稱AI資料中心推升HBM、DRAM需求，2027、2028財年供需將更緊，短缺已傳導至消費電子 美光將LTA增至26份、涵蓋至2030年約三分之一營收，並償債50-100億美元、啟動回購","published":"2026-10-01T07:50:02Z","seen":"2026-10-01T09:36:22Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["美股雷達"],"authors":["鉅亨網編譯陳韋廷"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://cimg.cnyes.cool/static/rss/default/m/06.jpg","story":"st_a4owgfien4wu5pasjnjq","category":"economy-business","category_p":0.9,"sentiment":"negative","tone":-0.36,"political":0.03},{"id":"n_vnllotkejxzza5hkz2ua","seq":1084149,"kind":"article","title":"마이크론, 분기 매출 73.5조원 ‘사상 최대’ 실적에도...","title_en":"Micron, quarterly sales 73.5 trillion won 'all-time high' performance even...","url":"https://www.mk.co.kr/news/business/12166226","summary":"지난해 동기 대비 379% 증가 다음 분기 매출 600억달러 전망 투자 확대·마진 전망에 주가 보합미국 메모리 반도체 기업 마이크론테크놀로지가 인공지능(AI) 데이터센터 수요 급증..","published":"2026-10-01T07:47:56Z","seen":"2026-10-01T08:23:19Z","lang":"ko","country":"KR","source":{"id":"kite-mk-co-kr-2679f8","name":"mk.co.kr","domain":"mk.co.kr","outlet":{"wikidata":"Q625035","name":"Maeil Business Newspaper","type":"newspaper","country":"KR","designations":["business newspaper"]}},"via":"kite-mk-co-kr-2679f8","topics":["전체뉴스"],"authors":["author"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://pimg.mk.co.kr/news/cms/202610/01/news-p.v1.20261001.f176bde7ca284cc39ccc89dd1d84936f_R.png","story":"st_z2zq63sr5e5kqtrqyg7q","category":"economy-business","category_p":0.93,"sentiment":"positive","tone":0.17,"political":0.03},{"id":"n_2bcrk4szmkrazedob5uq","seq":1082365,"kind":"article","title":"마이크론, 분기매출 73.7조원 ‘사상최대’…삼전닉스 실적 기대감 커져","title_en":"Micron, quarterly sales of 73.7 trillion won 'largest ever'... expectations for Samsung-NXP performance grow","url":"https://www.donga.com/news/Economy/article/all/20261001/134768710/1","summary":"메모리 3사 가운데 가장 먼저 실적을 발표해 ‘반도체 풍향계’로 불리는 미국 마이크론이 사상 최대 분기 실적을 내면서 반도체 초호황이 다시 한번 확인됐다. 삼성전자와 SK하이닉스도 3분기(7~9월) 나란히 역대 최대 영업이익을 거둘 것으로 예상되며 ‘메모리 슈퍼사이클’이 한동안 이어질 것이란 낙관적 전망이 제기되고 있다. 마이크론은 30일(현지 시간) 2026회계연도 4분기(6~8월) 매출이 542억2900만 달러(약 73조7000억 원), 영업이익이 437억5100만 달러(약 59조5000억 원)로 집계됐다고 밝혔다. 전년 동기보다 매출은 379.3%, 영업이익은 1097.3% 증가했다. 영업이익률은 1년 전 같은 기간 32.3%에서 80.7%로 치솟았다. AI 데이터센터 투자가 고대역폭메모리(HBM)를 넘어 서버용 D램 등 메모리 전반의 수요를 끌어올린 영향이다. 마이크론의 핵심 데이터센터 사업부 매출은 180억200만 달러(약…","published":"2026-10-01T07:15:00Z","seen":"2026-10-01T08:13:31Z","lang":"ko","country":"KR","source":{"id":"kite-donga-com-bbfdbd","name":"donga.com","domain":"rss.donga.com"},"via":"kite-donga-com-bbfdbd","entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://dimg.donga.com/wps/NEWS/IMAGE/2026/10/01/134769212.1.jpg","story":"st_z2zq63sr5e5kqtrqyg7q","category":"economy-business","category_p":0.9,"sentiment":"positive","tone":0.58,"political":0.02},{"id":"n_ggoxmfnsug2m4gtktcqq","seq":1081218,"kind":"article","title":"'마이크론·반도체 수출' 훈풍에 7천피 턱밑…코스닥 4.48% 급등(종합)","title_en":"Under the 'Micron and semiconductor exports' whirlwind... Kosdaq surges 4.48% (comprehensive)","url":"https://www.yna.co.kr/view/AKR20261001150200008","summary":"(서울=연합뉴스) 김유아 기자 = 1일 코스피가 4거래일 만에 상승, 7,000선 턱밑에서 마감했다.","published":"2026-10-01T07:11:56Z","seen":"2026-10-01T08:03:34Z","lang":"ko","country":"KR","source":{"id":"kite-yna-co-kr-f0eb60","name":"yna.co.kr","domain":"yna.co.kr","outlet":{"wikidata":"Q333206","name":"Yonhap News Agency","type":"news_agency","country":"KR","designations":["news agency"]}},"via":"kite-yna-co-kr-f0eb60","authors":["김유아"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://img.yna.co.kr/photo/yna/YH/2026/10/01/PYH2026100124280001300_P2.jpg","mentions":2,"story":"st_5obegvcpbo325klqk26a","category":"economy-business","category_p":0.95,"sentiment":"positive","tone":0.36,"political":0.07},{"id":"n_3uxuliexip6wxokmpdva","seq":1070690,"kind":"article","title":"美光在台4基地大興土木 台中先進封裝2廠本月啟用","title_en":"Micron in Taiwan starts construction of 4th base, Taichung advanced packaging plant 2 to start this month","url":"https://ec.ltn.com.tw/article/breakingnews/5591976","summary":"記憶體大廠美光（Ｍicron）亞洲區DRAM前段製造企業副總裁暨台灣美光董事長盧東暉今（1）日表示，美光持續在台紮根，包括桃園、台中后里、苗栗銅鑼及台南廠四大生產基地都在...…","published":"2026-10-01T05:54:43Z","seen":"2026-10-01T07:00:21Z","lang":"zh","country":"TW","source":{"id":"kite-news-ltn-com-tw-159e73","name":"news.ltn.com.tw","domain":"news.ltn.com.tw"},"via":"kite-news-ltn-com-tw-159e73","entities":[{"id":"Q6839708","name":"Micron","type":"org"},{"id":"Q245023","name":"Taichung","type":"place"}],"story":"st_zq3sc5los2la5gc2ac4q","category":"economy-business","category_p":0.53,"category2":"science-technology","sentiment":"positive","tone":0.5,"political":0.1},{"id":"n_zi7imwqm6oahkwf5ijcq","seq":1061787,"kind":"article","title":"Micron projects USD 61.5 bn Q1FY27 revenue as Core Data Center sales jumps over 11-fold","url":"https://aninews.in/news/business/micron-projects-usd-615-bn-q1fy27-revenue-as-core-data-center-sales-jumps-over-11-fold20261001104337","published":"2026-10-01T05:40:20Z","seen":"2026-10-01T05:40:20Z","lang":"en","country":"IN","source":{"id":"aninews.in","name":"aninews.in","domain":"aninews.in","outlet":{"wikidata":"Q2613165","name":"Asian News International","type":"news_agency","country":"IN","designations":["news agency"]}},"via":"gdelt-gkg-english","topics":["economy"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_zi7imwqm6oahkwf5ijcq","category":"economy-business","category_p":0.94,"sentiment":"positive","tone":0.49,"political":0.05},{"id":"n_l4fd3cij56paw3ufhava","seq":1071250,"kind":"article","title":"台灣美光：2027、2028年記憶體供應市況比今年更吃緊","title_en":"Taiwan Micron: Memory supply market in 2027 and 2028 will be tighter than this year","url":"https://www.cna.com.tw/news/afe/202610010157.aspx","summary":"（中央社記者鍾榮峰台北1日電）台灣美光今天表示，2027年、2028年記憶體供應市況將比今年更加吃緊，2027年大部分高頻寬記憶體（HBM）產量取得供應協議，且價格比今年好，另外HBM4量產進展順利。","published":"2026-10-01T05:38:37Z","seen":"2026-10-01T07:06:38Z","lang":"zh","country":"TW","source":{"id":"kite-feedburner-com-616d7e","name":"feedburner.com","domain":"feeds.feedburner.com"},"via":"kite-feedburner-com-616d7e","entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_l4fd3cij56paw3ufhava","category":"economy-business","category_p":0.69,"sentiment":"neutral","tone":-0.09,"political":0.06},{"id":"n_3f22clik2htw7orkv2za","seq":1060387,"kind":"article","title":"美光上财季营收增近4倍：长约增至26份，预计未来两..","title_en":"Micron's Q1 revenue up nearly 4 times: Orders up to 26, expected future two...","url":"http://baijiahao.baidu.com/s?id=1877814539370375141","published":"2026-10-01T05:35:47Z","seen":"2026-10-01T05:35:48Z","lang":"zh","country":"CN","source":{"id":"kite-news-baidu-com-c52b23","name":"news.baidu.com","domain":"news.baidu.com"},"via":"kite-news-baidu-com-c52b23","entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_3f22clik2htw7orkv2za","category":"economy-business","category_p":0.93,"sentiment":"positive","tone":0.62,"political":0.01},{"id":"n_hpue7imlr24jqdtsucta","seq":1060011,"kind":"article","title":"Poslovanje Microna preseglo pričakovanja analitikov, delnica le malo spremenjena, saj družba napoveduje upad marž.","title_en":"Micron's business exceeded analysts' expectations, shares changed little as the company predicts a decline in margins","url":"https://si.bloombergadria.com/posel/poslovanje/114145/poslovanje-microna-preseglo-pricakovanja-analitikov-delnica-le-malo-spremenjena/news","summary":"Micron napoveduje optimistične obete, čeprav povišanja plač zmanjšujejo marže","published":"2026-10-01T05:24:00Z","seen":"2026-10-01T05:31:00Z","lang":"sl","country":"SI","source":{"id":"kite-si-bloombergadria-com-bccbd5","name":"si.bloombergadria.com","domain":"si.bloombergadria.com"},"via":"kite-si-bloombergadria-com-bccbd5","topics":["posel"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://si.bloombergadria.com/data/images/2026-05-27/108774_456967213_kfl.jpg","mentions":2,"story":"st_hpue7imlr24jqdtsucta","category":"economy-business","category_p":0.94,"sentiment":"neutral","tone":0.25,"political":0.1},{"id":"n_zq3sc5los2la5gc2ac4q","seq":1067242,"kind":"article","title":"〈美光加碼台灣〉美光台灣四大基地同步擴產 台中HBM先進封裝二廠本月啟用","title_en":"Micron ramps up production in Taiwan: four major bases expand simultaneously, Taichung HBM advanced packaging factory two to start this month","url":"https://news.cnyes.com/news/id/6619474","summary":"美光在台桃園、台中、銅鑼、台南四大基地同步擴建裝機，因AI帶動記憶體需求強勁，台灣成先進DRAM與HBM重要製造基地 台中后里先進封裝二廠預計10月中啟用，將投入HBM生產；台南改造廠房已於9月初進機，進入量產準備 桃園Fab 11E已動土、預計2028年上線，銅鑼P5廠與第二座晶圓廠也加速","published":"2026-10-01T05:11:07Z","seen":"2026-10-01T06:31:11Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["美股雷達"],"authors":["鉅亨網記者魏志豪 台北"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"},{"id":"Q865","name":"Taiwan","type":"place"},{"id":"Q245023","name":"Taichung","type":"place"}],"image":"https://cimg.cnyes.cool/prod/news/6619474/m/e6164322fd8c75b0523b26076353c8e3.jpg","story":"st_zq3sc5los2la5gc2ac4q","category":"economy-business","category_p":0.73,"sentiment":"neutral","tone":0.38,"political":0.09},{"id":"n_n63sucsae6dp7wwuh2ka","seq":1062281,"kind":"article","title":"美光財報優於預期、股價卻漲不動 陸行之：記憶體模式正在轉向","title_en":"Micron's financial report exceeds expectations, but stock price remains stagnant; Lu Xingzhi: Memory mode is shifting","url":"https://www.peoplenews.tw/articles/economic-news/58570","summary":"美國記憶體大廠美光科技（Micr…","published":"2026-10-01T05:03:29Z","seen":"2026-10-01T05:47:43Z","lang":"zh","country":"TW","source":{"id":"kite-peoplenews-tw-6888be","name":"peoplenews.tw","domain":"peoplenews.tw","outlet":{"wikidata":"Q20688689","name":"Taiwan People News","type":"newspaper","country":"TW","designations":["news media","newspaper","website"]}},"via":"kite-peoplenews-tw-6888be","topics":["財經時事","美光","股價","記憶體","財報","陸行之"],"authors":["黃 瑛琦"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"},{"id":"Q45490111","name":"Lu Xingzhi","type":"person"}],"story":"st_yh2pe7ppgqj54np6cipq","category":"economy-business","category_p":0.65,"category2":"science-technology","sentiment":"neutral","tone":0.29,"political":0.07},{"id":"n_mvx352q2dgpmtjxjk3ka","seq":1055204,"kind":"article","title":"MARKKINAT: Aasian tekno-osakkeet nousussa Micronin hyvän tuloksen jälkeen – Jeni heikkenee","title_en":"MARKET: Asian tech stocks rise following Micron's good results - Yen weakens","url":"https://www.kauppalehti.fi/uutiset/a/8c3fbf61-3865-4b8b-9174-9b233c9f0a5e","summary":"Micronin tulosjulkistus käynnisti Aasian markkinoilla puolijohdeiloittelun. Öljyn hinta selvässä laskussa alle 100 dollarissa.","published":"2026-10-01T04:53:00Z","seen":"2026-10-01T05:08:30Z","lang":"fi","country":"FI","source":{"id":"kite-kauppalehti-fi-3da148","name":"kauppalehti.fi","domain":"feeds.kauppalehti.fi"},"via":"kite-kauppalehti-fi-3da148","topics":["sijoittaminen"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_mvx352q2dgpmtjxjk3ka","category":"economy-business","category_p":0.84,"sentiment":"positive","tone":0.6,"political":0.02},{"id":"n_by5etrcp62hfdshqianq","seq":1050788,"kind":"article","title":"Don't Expect Cheaper Memory Even If The AI Bubble Pops: Micron Says Each Humanoid Robot Would Need Over 200 GB Of DRAM And Multiple Terabytes Of NAND","url":"https://wccftech.com/dont-expect-cheaper-memory-even-if-the-ai-bubble-pops-micron-says-each-humanoid-robot-would-need-over-200-gb-of-dram-and-multiple-terabytes-of-nand","published":"2026-10-01T04:21:30Z","seen":"2026-10-01T04:21:30Z","lang":"en","source":{"id":"wccftech.com","name":"wccftech.com","domain":"wccftech.com","outlet":{"wikidata":"Q116823453","name":"Wccftech","type":"website","designations":["video game news website"]}},"via":"gdelt-gkg-english","authors":["Rohail Saleem"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_by5etrcp62hfdshqianq","category":"science-technology","category_p":0.93,"sentiment":"neutral","tone":0.03,"political":0.06},{"id":"n_7mcfd4x4bwchbnivrkvq","seq":1043042,"kind":"article","title":"Micron's DRAM Revenue Shot Up 343% Compared to Last Year, Courtesy of RAM Shortage","url":"https://gizmodo.com/microns-dram-revenue-shot-up-343-compared-to-last-year-courtesy-of-ram-shortage-2000819979","published":"2026-10-01T02:56:00Z","seen":"2026-10-01T03:15:19Z","lang":"en","source":{"id":"gizmodo.com","name":"gizmodo.com","domain":"gizmodo.com","outlet":{"wikidata":"Q1528871","name":"Gizmodo","type":"website","country":"US","designations":["website"]}},"via":"gdelt-gkg-english","topics":["economy"],"authors":["Tom McKay"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_n7isfmjrktww7qqtc53q","category":"economy-business","category_p":0.84,"sentiment":"negative","tone":-0.15,"political":0.07},{"id":"n_bu4japfr55gfpzqg6fka","seq":1043771,"kind":"article","title":"Micron งบ Q4 แกร่ง! รายได้โต 379% แตะ 5.42 หมื่นล้านเหรียญ จับตาปี 70 ขยายตัวต่อ","title_en":"Micron Q4 report strong! Revenue grows 379% to 5.42 trillion baht, eyes on year 70 expansion","url":"https://www.kaohoon.com/news/868169","summary":"Micron Technology รายงานงบไตรมาส 4 ปีงบประมาณ 2569 ทำสถิติสูงสุดใหม่หลายรายการ รายได้แตะ 5.423 หมื่นล้านดอลลาร์ เพิ่ม 379% จากปีก่อน พร้อมให้เป้ารายได้ไตรมาส 1/70 ที่ 6.15 หมื่นล้านดอลลาร์ ขณะที่ DR อ้างอิงหุ้น Micron ในตลาดไทย MICRON01- MICRON80 ปรับตัวบวกช่วงเช้า The post Micron งบ Q4 แกร่ง! รายได้โต 379% แตะ 5.42 หมื่นล้านเหรียญ จับตาปี 70 ขยายตัวต่อ appeared first on ข่าวหุ้นธุรกิจออนไลน์ .","published":"2026-10-01T02:55:07Z","seen":"2026-10-01T03:16:51Z","lang":"th","country":"TH","source":{"id":"kite-kaohoon-com-18bdc9","name":"kaohoon.com","domain":"kaohoon.com"},"via":"kite-kaohoon-com-18bdc9","topics":["breaking news","ข่าว","เศรษฐกิจ-ตลาดหุ้นต่างประเทศ","ai","dr","micron","micron technology","micron01"],"authors":["First.aty"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_mgv22m6rnnru5537s2iq","category":"economy-business","category_p":0.95,"sentiment":"positive","tone":0.66,"political":0.02},{"id":"n_5anm6a6gyp6ej4i5pzua","seq":1052951,"kind":"article","title":"RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices","url":"https://www.theregister.com/systems/2026/10/01/ram-supply-set-to-worsen-says-micron-as-ceo-celebrates-much-higher-prices/5300346","summary":"Posts huge leaps in revenue, profit, and margin, with more to come","published":"2026-10-01T02:37:55Z","seen":"2026-10-01T04:38:20Z","lang":"en","country":"GB","source":{"id":"the-register-science","name":"The Register — science","domain":"theregister.com","outlet":{"wikidata":"Q1363733","name":"The Register","type":"website","country":"GB","designations":["website"]}},"via":"the-register-science","topics":["space","science","systems"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"image":"https://image.theregister.com/?imageId=5261989&width=800","story":"st_5anm6a6gyp6ej4i5pzua","category":"economy-business","category_p":0.83,"sentiment":"negative","tone":-0.48,"political":0.17},{"id":"n_xlb4uso32ucq6mhhdvwq","seq":1035151,"kind":"article","title":"美光上季收入542億美元創新高 下季指引超預期 CEO料新財年業績更勁","title_en":"US Micron's third-quarter revenue hits new high of $54.2 billion, next quarter guidance exceeds expectations, CEO expects stronger performance in the new fiscal year","url":"https://www.stheadline.com/stock-market/3621280/%E7%BE%8E%E5%85%89%E4%B8%8A%E5%AD%A3%E6%94%B6%E5%85%A5542%E5%84%84%E7%BE%8E%E5%85%83%E5%89%B5%E6%96%B0%E9%AB%98-%E4%B8%8B%E5%AD%A3%E6%8C%87%E5%BC%95%E8%B6%85%E9%A0%90%E6%9C%9F-CEO%E6%96%99%E6%96%B0%E8%B2%A1%E5%B9%B4%E6%A5%AD%E7%B8%BE%E6%9B%B4%E5%8B%81","summary":"美光科技（MU）受益於AI數據中心強烈需求，上季收入542億美元創新高，展望截至11月的下一財季收入615億美元，勝市場預期。業績公佈後，美光股價盤後曾升約2%，其後升幅反覆收窄至0.36%。 來季收入料615億美元 美光公佈，在截至11月的2027財年第一財季，收入預計約為615億美元。高於分析師預測平均值的568億美元。剔除部分項目後，每股純利預計約為38.15美元，亦高於分析師預期的36.0","published":"2026-10-01T02:04:08Z","seen":"2026-10-01T02:15:35Z","lang":"zh","country":"HK","source":{"id":"kite-stheadline-com-b401ae","name":"stheadline.com","domain":"stheadline.com","outlet":{"wikidata":"Q5241255","name":"Sing Tao Daily","type":"newspaper","designations":["daily newspaper"]}},"via":"kite-stheadline-com-b401ae","authors":["author"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_xlb4uso32ucq6mhhdvwq","category":"economy-business","category_p":0.96,"sentiment":"positive","tone":0.69,"political":0.01},{"id":"n_2fekoltreltmwzlwu3pq","seq":1034884,"kind":"article","title":"마이크론 호실적 수혜주 찾는 초고수…'파두' 가장 많이 담았다","title_en":"Micron's strong performance benefits top investor... 'Pado' holds the most","url":"https://www.hankyung.com/article/202610017092i","published":"2026-10-01T02:00:02Z","seen":"2026-10-01T02:14:50Z","lang":"ko","country":"KR","source":{"id":"kite-hankyung-com-9ecfa1","name":"hankyung.com","domain":"hankyung.com","outlet":{"wikidata":"Q626241","name":"Korea Economic Daily","type":"newspaper","country":"KR","designations":["newspaper","periodical"]}},"via":"kite-hankyung-com-9ecfa1","authors":["author"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"},{"id":"Q318369","name":"adenosine monophosphate","type":"other"}],"story":"st_2fekoltreltmwzlwu3pq","category":"economy-business","category_p":0.55,"sentiment":"neutral","tone":0.2,"political":0.03},{"id":"n_ug3masdxbr74x7b3xpda","seq":1036618,"kind":"article","title":"キオクシア株価が続伸 米マイクロン好業績を好感","title_en":"Kioxia stock continues to rise, Micron's good performance is well received","url":"https://www.nikkei.com/article/DGXZQOFL010LD0R01C26A0000000","published":"2026-10-01T01:42:05Z","seen":"2026-10-01T02:35:13Z","lang":"ja","country":"JP","source":{"id":"kite-assets-wor-jp-608b46","name":"assets.wor.jp","domain":"assets.wor.jp"},"via":"kite-assets-wor-jp-608b46","entities":[{"id":"Q28840043","name":"Kioxia","type":"org"},{"id":"Q6839708","name":"Micron","type":"org"}],"mentions":2,"story":"st_ug3masdxbr74x7b3xpda","category":"economy-business","category_p":0.88,"sentiment":"positive","tone":0.76,"political":0.02},{"id":"n_avfpkg5kwnv3ppbr2jea","seq":1030977,"kind":"article","title":"Micron's AI-fueled revenue forecast blows past estimates, backlog swells","url":"https://www.thestar.com.my/tech/tech-news/2026/10/01/micron-forecasts-quarterly-revenue-profit-above-estimates-on-ai-memory-demand","published":"2026-10-01T01:24:22Z","seen":"2026-10-01T01:24:22Z","lang":"en","country":"MY","source":{"id":"thestar.com.my","name":"thestar.com.my","domain":"thestar.com.my","outlet":{"wikidata":"Q3522843","name":"The Star","type":"newspaper","country":"MY","designations":["online newspaper"]}},"via":"gdelt-gkg-english","topics":["business","economy"],"entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_yudjfh6fgqeeddfuelgq","category":"economy-business","category_p":0.62,"category2":"science-technology","sentiment":"positive","tone":0.1,"political":0.04},{"id":"n_yh2pe7ppgqj54np6cipq","seq":1035448,"kind":"article","title":"美光財報炸裂股價卻不漲 陸行之示警：記憶體轉向「產能擴張」","title_en":"Micron's financial report explodes stock price but it doesn't rise: Mainland warning: memory is shifting towards 'capacity expansion'","url":"https://finance.ettoday.net/news/3246898","summary":"記憶體大廠美光（Micron）最新財報與展望均優於市場預期，但盤後股價反應平淡，亞洲半導體股今（1）日早盤也偏弱。知名半導體分析師陸行之指出，AI帶動的記憶體需求短期仍強，但產業可能正從「毛利率擴張」階段，逐步轉向「產能擴張」階段，未來即使財報持續超出預期，股價也未必再因此大幅上漲。 《詳全文...》","published":"2026-10-01T01:08:00Z","seen":"2026-10-01T02:25:17Z","lang":"zh","country":"TW","source":{"id":"kite-feedburner-com-c31c9e","name":"feedburner.com","domain":"feeds.feedburner.com"},"via":"kite-feedburner-com-c31c9e","entities":[{"id":"Q6839708","name":"Micron","type":"org"}],"story":"st_yh2pe7ppgqj54np6cipq","category":"economy-business","category_p":0.89,"sentiment":"negative","tone":-0.42,"political":0.08}]}