➀ The NAND ASP increased by 15% in Q2, leading to total revenue of $16.796 billion, a 14.2% increase q-o-q. ➁ All NAND Flash suppliers returned to profitability and are expanding capacity. ➂ Samsung's NAND ASP rose by 20%, while Hynix, Kioxia, Micron, and WDC also saw significant increases in ASP and revenue.

➀ Micron has launched its second-generation HBM3 memory, HBM3e, with a capacity of 36GB, doubling the previous 24GB limit; ➁ The new memory features a 12-layer design, up from the previous eight layers, and is aimed at the AI market; ➂ Despite the increased capacity, Micron claims to have reduced power consumption by 30% compared to competitors' eight-layer HBM3e products; ➃ The new memory is expected to be used in upcoming AI accelerators from AMD, Nvidia, and other hardware vendors; ➄ The demand for high-bandwidth memory has surged with the AI boom, leading to intense competition for higher capacity and bandwidth.

➀ Micron has acquired two factories from AUO for NT$8.1 billion, including properties in Tainan and Taichung. ➁ The transaction is expected to be completed by the end of this year, with an estimated profit of NT$47.18 billion for AUO. ➂ The Tainan factory will focus on front-end wafer testing to support Micron's expanding DRAM production in Taichung and Taoyuan. ➃ The acquisition is part of Micron's strategy to integrate probe testing capabilities with its existing front-end wafer facilities in Taiwan.

➀ Micron is reportedly acquiring two factories from AUO in the Tainan Science Park Industrial Zone for an estimated price of one to two billion New Taiwan dollars. ➁ The acquisition aims to expand Micron's advanced packaging and high bandwidth memory (HBM) production lines. ➂ AUO has confirmed adjustments in production scale at its Tainan site and plans to activate the use of existing facilities at an appropriate time.

❶ Intel has appointed Dr. Naga Chandrasekaran as the new chief global operations officer, responsible for all manufacturing operations. ❷ Chandrasekaran joins from Micron, where he led global technology development and engineering efforts. ❸ His appointment aims to strengthen Intel's semiconductor supply chain and manufacturing capabilities.

1. Micron announces the world's fastest datacenter SSD, the 9550 NVM SSD, with high-speed data transfer capabilities. 2. DRAM and NAND Flash revenues are expected to significantly increase in 2024 and 2025. 3. Onsemi signs a multi-year deal with Volkswagen to supply silicon carbide power assemblies for automotive traction motors.

❶ Micron has introduced MRDIMMs designed for Intel Xeon 6 servers, offering up to 256GB DDR5-8800 modules. ❷ These modules feature dual DDR ranks in a multiplexed mode, doubling the speed and reducing latency. ❸ Micron plans to offer a comprehensive lineup of DDR5-8000 and DDR5-8800 MRDIMMs, enhancing performance for AI and HPC applications.

❶ YMTC has filed a lawsuit against Micron in the U.S., accusing Micron of infringing 11 of its patents related to 3D NAND technology. ❷ YMTC is seeking to halt Micron's sales in the U.S. and is asking for royalty fees. ❸ Despite facing challenges due to U.S. sanctions, YMTC continues to innovate and improve its 3D NAND technology.

1. Micron is advancing its DRAM technology by adopting EUV lithography. 2. The company aims to commence mass production in 2025. 3. Micron has already initiated pilot production on the 1-gamma node, with plans to use EUV for high-volume production next year.

1. A fire occurred at Micron's facility in Taichung, Taiwan, reportedly due to a high-pressure gas leak. 2. The incident was quickly managed by automated fire suppression systems, onsite response, and Taichung firefighters, resulting in no injuries and minimal damage. 3. The fab continues to operate normally without any impact on worker safety.

1. Micron is planning to increase production of HBM3E memory globally to enhance its market share in the HBM sector. 2. The expansion includes boosting production in Taiwan, expanding R&D operations in the U.S., and initiating HBM3E memory production in Malaysia.

1. Q1 DRAM revenues increased by 5.1% despite a fall in units, driven by contract ASP increases. 2. The Big Three in DRAM saw seasonal shipment declines but benefited from price increases. 3. Mobile DRAM prices rose the most due to strong sales of Chinese smartphones, while consumer DRAM had the lowest price rises.