Micron: Memory Downcycle Sooner Than Expected

The global memory market collapsed by 30.6% to 33.0% in 2019 according to the World Semiconductor Trade Statistics (WSTS) ...

How the Iran war and rising energy prices are threatening semiconductor demand

A prolonged U.S.-Israel war against Iran could lead to shortages of key chipmaking materials and higher energy costs which ...

Memory Chip Makers Fear AI Demand Boom May Not Last Long

Samsung and SK hynix stay cautious on DRAM expansion as AI demand surges but suppliers worry the memory boom may fade by 2028.

Applied Materials forges partnerships with Micron and SK Hynix for AI memory chips

March 10 (Reuters) - Applied Materials said on Tuesday it has partnered with memory chip companies Micron Technology and SK ...

Memory prices may not fall until 2027, new research warns

New market research suggests memory prices may not drop even in the second half of 2027, as demand from AI infrastructure continues to strain global DRAM and NAND supply. The post Memory prices may ...

Nvidia, Samsung team up to develop next-gen NAND memory chips: report

Samsung Electronics is collaborating with Nvidia (NVDA) to accelerate the development of next-generation NAND flash memory ...
The Diplomat

Moving Up, Locked In: The Hidden Costs of ASEAN’s Semiconductor Push

As the region moves up the chip value chain – toward AI development, advanced logic, and high-bandwidth memory – U.S. regulatory pressures increase.
Semiconductor Engineering

LPDDR6 Memory: A New Choice for AI Data Center Applications

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