MediaTek is 'cautiously optimistic' that discrete memory pricing will look less gloomy during 2026
MediaTek is cautiously optimistic that discrete memory pricing will improve in the second half of 2026, despite current challenges driven by AI demand. The semiconductor company, which saw significant revenue growth in 2025, acknowledges pricing difficulties but expects a slowdown in consumer price increases later in the year. While capacity agreements are in place, future supply constraints from manufacturers like TSMC remain a concern.
- Entities
- Company: Micron
- Company: SK Hynix
- Person: Eric Fischer
- Company: TSMC
- Topic: Semiconductors
- Company: MediaTek
- Topic: Memory Pricing
- Company: Samsung
- Topic: Supply Chain
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