Micron raises forecasts as AI boosts memory chip demand

Trump's potential 2025 trade policies toward China could include broader tariffs on consumer goods, tighter investment controls, and heightened scrutiny of technology transfers. This approach differs from previous efforts by targeting everyday products alongside strategic sectors. Impacts would vary across industries, potentially raising consumer prices and accelerating supply chain diversification. China would likely respond with targeted countermeasures, including export controls on critical minerals and selective market restrictions. Companies are preparing by mapping supply chains and developing regional manufacturing alternatives.

Speciale Invest will deploy $69M by 2025 to fund early-stage Indian deep-tech startups in space technology, AI, robotics, semiconductors, and climate tech. The firm targets pre-seed to Series A rounds, focusing on technical founding teams with defensible IP. This strategy capitalizes on India's growing engineering talent, domestic design capabilities, and increasing demand for advanced hardware and software infrastructure across industries.

Trump suggested blocking sales of advanced Nvidia AI chips to China, potentially tightening export controls beyond current restrictions. This would impact Nvidia's revenue in China and affect AI supply chains globally. Since 2022, US rules have limited China's access to cutting-edge GPUs. The policy could pressure companies to redesign products, disrupt Chinese cloud providers, and slow AI development in China while potentially fragmenting global supply chains.

Micron raised sales forecasts due to surging AI server demand for high-bandwidth memory. Data center revenue doubled year-over-year as AI workloads drive up memory content per server and prices. The company is advancing its technology roadmap with EUV-enabled DRAM and scaling HBM3E to capture AI-driven growth and strengthen its position in the AI ecosystem.