Micron's Move in DRAM Technology and Its Strong Performance

TapTechNews June 27th news, unlike other semiconductor leaders, Micron is not in a hurry to introduce EUV lithography technology for DRAM. As a result, all of the company's mass-produced chips are currently manufactured using DUV lithography machines.

However, Micron eventually couldn't avoid using EUV technology and began trial production on its 1γ process this year, which is planned to enter the high-volume manufacturing (HVM) stage next year.

Micron Technology's CEO Sanjay Mehrotra said in the just-conducted conference call: The 1γ DRAM trial production using extreme ultraviolet lithography technology is progressing smoothly, and we are on schedule to achieve mass production in 2025.

Currently, Micron is developing the 1γ DRAM manufacturing process using EUV in the Hiroshima plant in Japan, which is also the first trial production site for 1γ memory.

Mehrotra also stated in March this year: We are constantly improving the production capacity using extreme ultraviolet lithography technology and have achieved equivalent yield and quality in EUV and non-EUV process flows on the 1α and 1β nodes. We have already started trial production of 1γ DRAM using EUV and plan to achieve mass production in 2025.

In addition to the 1γ and 1δ production processes using EUV technology, Micron also intends to explore the 3D DRAM architecture and high-numerical-aperture EUV technology for DRAM production in the next few years.

On June 26 local time, Micron released its third fiscal quarter (TapTechNews note: as of May 30 this year) performance report. The data shows that due to the continuous rapid development of the AI field and the rising demand for storage solutions, Micron's data center revenue has soared. The total revenue in this fiscal quarter reached $6.81 billion (currently about 49.613 billion Chinese yuan), a significant increase of 81.6% year-on-year, better than the analysts' previous expectations of $6.67 billion (currently about 48.593 billion Chinese yuan).

Looking forward to the fourth fiscal quarter ending at the end of August this year, Micron expects the revenue range to be $7.4 billion to $7.8 billion (currently about 53.911 billion to 56.825 billion Chinese yuan), and the midpoint of the range basically meets the analysts' expected $7.58 billion (currently about 55.222 billion Chinese yuan).