Subject


Micron


2026-01-21

[News] Volume-Locked, Price-Flexible LTAs Gain Ground in DRAM, Nanya, Winbond Reportedly Extend Contracts

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...

2026-01-19

[News] Lutnick Reportedly Signals 100% Memory Tariff on Non-U.S. Output, Pressuring Samsung and SK hynix

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...

2026-01-19

[News] Out with the Old: Memory Giants Map Their 2025-26 Exit Strategy amid Supply Crunch

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...

2026-01-16

[News] U.S. Commerce Secretary Lutnick Reportedly to Attend Micron’s $100B Clay Fab Groundbreaking

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 ...

2026-01-12

[News] Micron Reportedly Sees Memory Crunch Through 2028; OEMs Keep Consumer Reach Despite Crucial Exit

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...

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