Memory Chips
Ongoing coverage on Memory Chips.
Latest coverage
SK Hynix pledges $38 billion to build two new DRAM and NAND factories
SK Hynix announced a significant investment of $38.1 billion to construct two new memory chip facilities in South Korea. These facilities will focus on the production of DRAM and NAND flash memory.
Samsung’s own forecast: the memory squeeze deepens in 2027 before it eases
Samsung forecasts a deepening memory chip shortage extending through 2027, with supply remaining tight until at least 2028. This is driven by high demand from AI labs and a redirection of capacity away from consumer electronics, leading to price increases across various devices including Apple's Mac and iPad lines, and Nvidia's graphics cards.
GPU prices are climbing again, and blame the memory chips, not the graphics silicon
GPU prices are expected to increase due to rising costs of memory chips, specifically GDDR6 and GDDR7, rather than the graphics silicon itself. Nvidia has reportedly informed its board partners of upcoming price hikes for GPU kits. This situation may lead manufacturers to focus on more expensive premium cards, potentially reducing the availability of budget-friendly entry-level options.
Evening Tech Bits
South Korea plans to invest $1 trillion in expanding memory chip production and developing humanoid robots. Meanwhile, a county with 37 data centers has asked schools to conserve electricity.
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.
'Regardless of the type of offer, available capacity is essentially zero right now': SK hynix is reportedly being swamped with 'unprecedented' offers to secure memory chips
SK hynix is reportedly overwhelmed with offers to secure memory chips due to an ongoing global shortage, with available capacity essentially at zero. Companies are proposing financing equipment and providing advanced machinery to secure contracts, but SK hynix is cautious about long-term deals that could lead to selling memory at a lower price. Other major players like Samsung and Micron are also reportedly in talks for multi-year contracts, while companies like Maingear and Phison express concerns about the crisis potentially leading to bankruptcies.
From a dentist's basement to half a trillion dollars and AI: Here's how memory manufacturer Micron Technology…
Micron Technology, a major semiconductor manufacturer headquartered in Boise, Idaho, has a long history dating back to its founding in 1978. The company has navigated numerous challenges, including intense competition from Japanese firms, market shortages, and internal leadership changes. Micron has played a significant role in the development of DRAM and NAND flash memory, and its recent investments are bolstered by the CHIPS and Science Act, aiming to expand US-based semiconductor production.
