Micron
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US lawsuit accuses Samsung, SK Hynix and Micron of worsening the RAM crisis by fixing memory prices and supply
Samsung, SK Hynix, and Micron are facing a US class-action lawsuit accusing them of fixing RAM prices and supply, thereby worsening the global memory crisis. The lawsuit alleges the companies colluded to shift production from consumer RAM to High Bandwidth Memory for AI data centers, reducing overall supply and driving up prices since 2022. Micron has stated they disagree with the allegations and will defend themselves.
SK Hynix, Samsung and Micron sued over allegations of "concerted anticompetitive behaviour" in DRAM market
Chip manufacturers SK Hynix, Samsung, and Micron are facing a class action lawsuit alleging concerted anticompetitive behavior in the DRAM market. Lawyers claim the companies coordinated to cut consumer DRAM supply and pivot to high-bandwidth memory for data centers, leading to significant price increases. This alleged behavior follows a history of DRAM price-fixing conspiracies between the same companies.
Evening Tech Bits
Preorder emails for the Steam Machine are causing confusion, with some units already appearing on eBay before preorders have officially begun. Separately, Micron indicates that the memory shortage is expected to continue without an end in sight.
How to survive the memory shortage crisis: a PC owner's guide
This guide offers PC owners strategies to navigate the current memory shortage crisis, which is driving up prices for RAM, graphics cards, and other components. It suggests focusing on software solutions like upscaling and frame generation, optimizing existing hardware through updates and BIOS settings, and considering second-hand parts or cheaper alternatives for upgrades. The article anticipates that significant relief in memory pricing is unlikely before 2028 or 2029 due to high AI demand.
As Steam Machine and Xbox are latest to fall to the RAMpocalpyse, Micron CEO says RAM shortages won't ease until…
Micron CEO Sanjay Mehrotra predicts that global RAM shortages, exacerbated by AI demand and economic factors, will persist until at least 2028, leading to continued price hikes for gaming hardware. This situation has already caused price increases for platforms like Steam Machine, Xbox, Nintendo Switch, and PlayStation 5, with future consoles like the PlayStation 6 and Xbox Project Helix expected to be significantly more expensive.
Tencent, Xbox, Game Angels, Ansible and Flick to speak on Game Republic New Horizons investor stage
The Game Republic New Horizons conference will feature speakers from Tencent, Xbox, The Game Angels, Ansible, and Flick Games on its investor stage. The event, co-hosted by Games London, aims to connect game studios with investors and funders. Separately, Micron CEO Sanjay Mehrotra discussed the ongoing global chip shortage, predicting gradual improvement in 2028 due to increased demand from data centers powering AI.
Micron says chip shortage will "improve gradually" in 2028
Micron CEO Sanjay Mehrotra stated that the global RAM and NAND chip shortage, exacerbated by AI demand, is expected to persist through 2027 and gradually improve in 2028. He admitted that the company has no visibility on when supply will meet demand, citing long fab construction times, worker shortages, and regulatory hurdles. This shortage is driving up component costs, impacting hardware markets and console prices, with companies like Valve facing higher costs for their Steam Machine.
Evening Reading - June 24, 2026
Shacknews presents its Evening Reading for June 24, 2026, featuring a review of Star Fox, an analysis of Destiny 2's decline, and details on Grand Theft Auto 6's pricing and lack of physical discs. The roundup also includes news on John Carmack's thoughts on Quake, a report of DayZ 2 development, and Micron's financial results.
Micron (MU) Q3 FY26 earnings results beat EPS and revenue expectations
Micron reported its Q3 FY26 earnings, exceeding analyst expectations for both revenue and earnings-per-share. The company's strong performance is attributed to high demand for its memory and storage components, driven by AI development and the gaming industry. Micron's stock saw an increase in after-hours trading following the announcement.
"This is going to be a niche device" – Analysts react to the $1,000+ Steam Machine price reveal
Industry analysts are reacting to Valve's Steam Machine pricing, which starts at $1,049, significantly higher than initially anticipated. This increase is attributed to global component shortages, particularly memory and storage, exacerbated by the generative AI boom. Experts believe this high price point positions the Steam Machine as a niche product and raises questions about the future pricing of upcoming consoles from Sony and Microsoft, with some predicting they will also exceed $1,000.
Morning Tech Bits
Chinese memory brands are shifting away from Samsung and Micron, opting for domestic silicon from CXMT and YMTC. Companies like Corsair, HP, and Dell are already integrating these China-produced DDR5 chips into their products.
An SSD company has just agreed to an almost $2 billion multi-year NAND deal, which is a sign it expects the memory…
SSD manufacturer Biwin has entered into a two-year, $1.86 billion deal for NAND flash memory, securing supply through June 2026. This significant commitment, representing over half of Biwin's annual revenue, indicates the company's expectation that the ongoing memory crisis will persist. Major memory manufacturers like Micron, Samsung, and SK hynix are working to increase production, though they are cautious about over-ramping due to potential demand drops.
'The thing that gives me hope is there is an enormous amount of capacity being built' - AMD's head of Ryzen and Radeon is pinning hopes of an end to the memory crisis on a supply ramp into 2028
AMD's David McAfee expressed hope that the memory crisis, exacerbated by AI demand, could ease by 2028 as manufacturers ramp up DDR5 production. While acknowledging the significant capacity being built, McAfee noted that the unprecedented demand from AI and server refreshes makes it uncertain if supply will meet future needs. Other industry figures and companies like Samsung and SK hynix are also investing in new facilities, though they cautiously manage risks of oversupply.
NAND flash makers earned a record $46 billion in revenues over the first quarter of 2026, a shocking 3.5 times more than…
NAND flash makers achieved record revenues of $46 billion in Q1 2026, driven primarily by the demand for enterprise-grade SSDs in AI data centers. This surge in demand has led to significantly higher prices for gaming SSDs and other storage devices, with projections indicating continued price increases due to limited production capacity.
Intel targets India for a new $3.3 billion factory that will make the base substrates for its next generation of chips
Intel plans to invest $3.3 billion in partnership with 3D Glass Solutions, Inc. to build a semiconductor substrate manufacturing facility in Odisha, India. The plant, expected to take six years to complete, will produce high-density interconnect and advanced packaging glass core substrates. This initiative is part of India's 'Make in India' program aimed at boosting domestic manufacturing.
This supply chain Sankey diagram for an Nvidia AI megachip is a handy guide to understanding just how easy it is to ruin…
A Sankey diagram from Veridion illustrates the complex supply chain for Nvidia's H200 AI megachip, highlighting components also relevant to common graphics cards from manufacturers like TSMC, Samsung, SK hynix, and Micron. The article discusses how disruptions or price increases from key suppliers can significantly impact the cost and availability of PC gaming hardware.
Team Group CEO warns that DRAM and SSD prices will still rise: 'If you need memory, we recommend purchasing it as…
Team Group CEO Gerry Chen warns that prices for DRAM and SSDs are likely to continue rising due to high AI server demand, which accounts for 40-50% of the memory market. He predicts supply shortages will persist until 2028 and advises consumers to purchase memory components sooner rather than later, as PC component prices may follow server market increases.
Two memory manufacturers join Samsung in the $1 trillion market cap club, global DRAM revenue is nearing $100,000,000,000, and I'm here with my head in my hands
Global DRAM revenue is approaching $100 billion, with Samsung, SK hynix, and Micron all achieving market capitalizations of $1 trillion. While Samsung maintains the largest market share, ChangXin Memory Technologies is showing significant growth. Despite strong performance for manufacturers, rising prices are a concern for consumers and PC gamers.
While I can barely find two sticks of 16 GB to rub together, Micron unveils a 256 GB memory module destined for AI…
Micron has unveiled a new 256 GB DDR5 server memory module built with their 1-gamma technology, capable of speeds up to 9,200 MT/s. This module is designed for AI data centers, offering increased efficiency and reduced power consumption compared to existing solutions. The company highlights advanced packaging techniques and 3D stacking for performance gains.
If you're wondering where all the storage is going, it's landed in this 245 TB data center SSD from Micron
Micron has released the 6600 ION SSD, a 245 TB solid-state drive designed for data centers to support AI, cloud, and enterprise workloads. This drive offers significantly higher storage capacity and requires fewer racks compared to traditional HDD deployments, potentially reducing power and floor space requirements. The article also touches on the current memory crisis driven by AI data centers consuming vast amounts of storage modules.
