News
Memory prices continue to surge amid tight supply, pushing both makers and buyers into a delicate balancing act. According to Commercial Times, long-term supply agreements (LTAs) are shifting away from the old model that locked in both price and volume, as the trend favors deals that guarantee commi...
News
A potential risk may be emerging for the memory industry, with Korean memory makers increasingly exposed to U.S. policy developments. According to Wccftech, speaking at Micron’s New York fab groundbreaking ceremony, U.S. Commerce Secretary Howard Lutnick said that memory producers without domestic...
News
Amid tightening memory supply, the industry is shifting focus to high-margin, cutting-edge products catering to hyperscalers. Legacy, consumer-oriented memory is gradually reaching end-of-life, with 2026 poised as a watershed year for key players. Here’s a look at how Samsung, SK hynix, and Micron...
News
With Micron setting its groundbreaking for the massive Clay, New York, chipmaking complex on January 16, syracuse.com reports that Commerce Secretary Howard Lutnick—whose department will oversee up to $20 billion in federal subsidies—is slated to attend the ceremony, alongside Micron CEO Sanjay ...
News
As Micron prepares to break ground on its New York Mega fab on January 16, the company’s outlook on the global memory market remains under close watch. Wccftech, citing Micron’s VP of Marketing for the Mobile and Client Business Unit, Christopher Moore, emphasized that the ongoing memory shortag...