Samsung Plans Q2 Next-Gen DRAM Rollout, Micron Shares Drop 3%
Micron shares slid more than 3% after reports that Samsung will begin mass production of next-generation 1-alpha DRAM chips in Q2 2026, intensifying the memory market rivalry. Analysts caution the rollout may undercut Micron’s pricing power in server and high-performance graphics segments.
1. Samsung Announces Q2 1-Alpha DRAM Production
On Feb. 9, reports indicated Samsung will start mass production of its 1-alpha DRAM technology in the second quarter of 2026. Shares of Samsung climbed over 2%, reflecting investor optimism about its next-generation chip capabilities.
2. Micron Shares React to Heightened Competition
Micron stock fell more than 3% on the news as investors anticipate greater pricing pressure in the memory market. Industry analysts warn that Samsung’s advanced chips could erode Micron’s share in server and high-performance graphics memory, squeezing profit margins.