Micron produces HBM for Nvidia's GPU packages, while SanDisk supplies enterprise flash to data centers.

The entities involved

• Micron Technology →

  American multinational corporation based in Boise, Idaho

  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
  • Hyperscalers are competing for AI market share, driving high demand for semiconductors and boosting corporate profits.Mon 16:49
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31
• SanDisk →

  American semiconductor company - memory and storage technologies

  • Penguin Solutions and Micron Technology are identified as leaders in the memory solutions market.Mon 06:48
  • Micron Technology and SanDisk are tied for fourth place in market share, while memory chips function by feeding data to GPUs at high speeds.Mon 01:52

Related events

• Micron Technology provided HBM memory for accelerators from both Nvidia and AMD.Sep 9
• Micron supplies HBM4 for Nvidia's AI platform, alongside a partnership on 800 VDC AI infrastructure.Jun 11
• Micron Technology is a major memory chip maker.Sep 14
• Micron provides HBM4 for Nvidia's Vera Rubin platform, while Intel backs Kepler Computing to challenge HBM scarcity.Sep 12
• Technical advancements in HBM design, including NVHBM solutions and memory controller tricks, were announced by Micron, Nvidia, and Qualcomm.Aug 27