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Drams

All articles tagged with #drams

business6 days ago•4 min saved

Samsung Predicts 2026 Profit to Top 40-Year Chip Earnings

Samsung’s DS division chief Kim Yong-kwan says 2026 operating profit will match or exceed the company’s cumulative semiconductor profits over the past ~40 years, with analysts expecting about 300 trillion won (~$200B) for the year. If realized, it could outpace NVIDIA’s Q1 profits. Q2 2026 guidance points to roughly 84.6 trillion won (~$55B) in operating profit, as Samsung and SK hynix pursue an $800B memory-expansion plan that keeps memory prices elevated amid strong AI demand, with meaningful volumes not expected until 2033.

via Wccftech|

#business #drams #memory

technology9 days ago•6 min saved

Micron Surges on AI-Driven Memory Demand and Record Revenue

Micron Technology shattered expectations with fiscal Q3 revenue of $41.5 billion (well above the ~$33.5 billion consensus) and guided for about $50 billion in Q4, driven by unprecedented demand for DRAM and NAND from data-center build-outs and ongoing AI-related spending. With supply tight and prices rising, the stock has jumped roughly 272% since the start of 2026. Management cautions that tight conditions could persist beyond 2027, but analysts still see upside as memory demand remains robust and valuation appears modest relative to forward earnings, despite potential volatility in the shares.

via The Motley Fool|

#drams #memory #micron-technology

technology12 days ago•21 min saved

Memory Power Shift: Micron’s Contracts Give AI-Era Pricing Edge Over Apple

Micron posted a record quarter with an 84.9% gross margin and disclosed 16 strategic customer agreements covering roughly $100 billion of DRAM/NAND volume, with floor margins well above prior peaks. This signals AI-era pricing power in memory that could pressure Apple’s hardware margins as the iPhone 17/18 cycle hits a tight memory market, while Apple’s Services and large buyback cushion mitigate some risk.

via 24/7 Wall St.|

#apple #drams #memory

science2 months ago•38 min saved

Dragonfly to Titan: A Skybound Quest for Life's Building Blocks

NASA's Dragonfly mission, an eight-rotor aerial explorer, is set for launch around 2028 to Saturn's moon Titan. It will fly through Titan's thick, hazy atmosphere to survey equatorial dune fields using a built-in chemistry lab (DraMS) and a 40‑cup sample carousel, analyzing organic material for prebiotic chemistry and life's building blocks such as amino acids, nucleobases, and fatty acids over a three‑year primary mission. Dragonfly's mobility—flying across miles instead of roving—will let it cover a large area, though Titan's lakes are off‑limits. The journey to Titan will take about seven years and the mission costs about $3.35 billion.

via Yahoo|

#dragonfly #drams #nasa