Memory chipmaker Micron Technological know-how has flagged a strike to its memory chip provides from Taiwan’s modern earthquake.
Micron Technologies admitted the April 3 quake – the island’s strongest in 25 a long time, which killed 9 and remaining 50 persons lacking – would have an influence on a calendar quarter of its dynamic random obtain memory (DRAM) supply by up to a mid-single digit share.
The business is primarily based in 4 places in Taiwan, which performs an outsized position in the world chip provide chain, and the 7.2-magnitude earthquake had raised concerns of a opportunity disruption.
Micron said it was not but at entire DRAM manufacturing pursuing the earthquake, but extra there would be no impact to its prolonged-expression DRAM supply functionality.
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DRAM is employed thoroughly in knowledge centres, particular pcs, smartphones and other computing equipment.
Investors have pushed a rally in Micron’s stock as need sky-rockets for its chips from the booming AI marketplace.
Micron reported in February it had started mass output of its significant-bandwidth memory (HBM) chips for use in Nvidia’s H200 graphics processing units made use of in AI apps.
The organization’s HBM chips, which are utilized in the improvement of AI purposes, were sold out for 2024 and a the greater part of 2025 supply experienced presently been allotted, CEO Sanjay Mehrotra stated in March.
Micron has beforehand described HBM chips as a stacked DRAM technologies. The company did not specify whether its HBM provides will be hampered by the earthquake.
- Reuters with supplemental editing by Sean O’Meara
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