Memory crisis latest: What we learned from the top producers this week

2 comments

• WarOnPrivacy1 hour ago
  <p><pre><code> Micron CEO Sanjay Mehrotra ... and his team said key customers are only getting half to two-thirds of the memory they want. Samsung is now discussing three to five year memory contracts as AI demand soaks up supply. SK Hynix said the global memory chip shortage could stretch toward the end of the decade. parts of the market are asking whether we’re already close to peak tightness and peak margins </code></pre> The article makes no attempt to answer this last bit.
• jamesbsr1 hour ago
  Micron, Samsung and SK Hynix, the world’s top memory makers, all made headlines this week. Micron’s stock fell after it blew away earnings expectations and raised spending expectations, while Samsung expects to spend $73 billion this year. SK Group chairman Chey Tae-won said the shortage in chips will last until 2030 and Samsung leadership is working on multi-year deals with key customers.