New York, Jan 12, 2026, 16:47 ET — After-hours
Micron Technology shares ended slightly higher on Monday and were little changed in after-hours trading after a report said memory-chip testing and packaging vendors have raised prices by as much as 30%, adding another pressure point in a tight supply chain. The stock closed at $345.87, up 0.2%, after touching a session high that matched its 52-week peak. (Investing)
The fee hikes matter because outsourced assembly and test, known as OSAT, is the packaging and checking step that comes after chips are made — and it can turn into a bottleneck when demand is running hot. In an interview published on Sunday, Micron marketing vice president Christopher Moore said “the entire industry is short,” pointing to AI servers absorbing more supply and stretching lead times. (Wccftech)
Investors have treated these supply-chain scraps as tradable signals lately: higher service prices can hint at strong bit shipments, but they also raise the question of who eats the bill. If Micron cannot pass the increases through quickly, costs can creep into margins even in a rising-price memory market.
Micron, meanwhile, is leaning into client hardware that it says can ride the shift toward “AI PCs.” On its website, Micron said the new 3610 client SSD uses PCIe Gen5 and QLC (quad-level cell) NAND — a flash design that packs more bits per cell — and can deliver up to 11,000 megabytes per second read and 9,300 megabytes per second write, with up to 1.6 million IOPS, a measure of how many read/write operations a drive can handle. (Micron Technology)
At CES 2026, Micron pitched the 3610 as a small, single-sided M.2 2230 drive aimed at mainstream notebooks, with 1TB to 4TB capacities. “The 3610 SSD…deliver[s] premium performance, capacity and power efficiency,” Mark Montierth, a senior vice president who runs Micron’s Mobile and Client Business Unit, said in a statement carried by TechRadar. (TechRadar)
The company is also still managing the optics of its decision to pull back from consumer-branded memory. Micron said in December it would stop selling Crucial consumer products at retailers, while continuing shipments through February 2026, as it shifts focus to faster-growing data-center segments; Summit Insights analyst Kinngai Chan called that consumer unit “not an important driver” of Micron’s business. (Reuters)
Micron’s last earnings update in mid-December set a high bar. The company guided for fiscal second-quarter revenue of $18.70 billion, plus or minus $400 million, and adjusted earnings of $8.42 per share, plus or minus 20 cents, and said a quarterly dividend of $0.115 per share is payable on Jan. 14. (Micron Technology)
In that same update cycle, Micron raised its 2026 capital spending plan to $20 billion and CEO Sanjay Mehrotra said he expects memory markets to stay tight past 2026. Micron is one of three major suppliers — along with SK Hynix and Samsung Electronics — of high-bandwidth memory, or HBM, the stacked DRAM used in AI accelerators. (Reuters)
But the setup cuts both ways. Higher OSAT charges and tight supply can support pricing, yet they can also signal cost inflation and strain in the delivery chain, especially if customers push back or if demand cools in PCs and phones, where memory remains cyclical.
Traders will also watch whether Monday’s near-peak prices hold up once the market digests the week’s supply-chain headlines and the next batch of AI and chip spending updates from large customers. A break below the recent range could drag other memory-linked names with it; a push through the highs would likely bring more focus on capacity and contract pricing.
Next on the calendar: Micron is due to hold its annual shareholder meeting on Jan. 15, according to its proxy filing, and TrendForce reported the company plans to break ground on its New York “mega fab” on Jan. 16 — dates investors will watch for fresh commentary on supply, buildout timing and customer demand. (SEC)
