SK Group chairman says wafer shortage to last until 2030, trying to stabilise memory prices

By Max A. Cherney, Stephen Nellis and Heekyong Yang SAN JOSE, California, March 16 (Reuters) - South Korea's SK Group ...

AI’s memory chip shortage is quietly taxing the entire economy

AI's insatiable appetite for memory chips is crowding out all other buyers — and the consequences will ripple through every ...
DIGITIMES

Weekly news roundup: Memory crunch, AI supply chains, new manufacturing hubs

NAND prices surge as AI storage demand tightens supply. NAND flash prices have surged sharply as supply constraints intensify, with some manufacturers raising quotations by as muc ...
Fudzilla

DRAM prices will explode by 70 per cent

Just when you thought memory could not get worse, analysts reckon DRAM prices will spike by 70 per cent in the first quarter as chipmakers shove capacity towards AI server parts and away from consumer ...
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Micron finds a way to make more DRAM with $1.8bn chip plant purchase

Micron has found a way to add new DRAM manufacturing capacity in a hurry by acquiring a chipmaking campus from Taiwanese outfit Powerchip Semiconductor Manufacturing Corporation (PSMC).… The two ...
Digi Times

China's CXMT muscles into DRAM's top tier—Is 'Big Three' era over?

Forecasts suggest ChangXin Memory Technologies (CXMT), China's leading DRAM supplier, will dramatically expand its output in 2025—far surpassing previous expectations. If current momentum holds, CXMT ...