Micron CEO says low-price push by customers fueled the memory shortage
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Consumers might have felt the impact of RAM and memory shortages over the past year. However, the roots of the shortage go back even further. According to a recent interview with Micron CEO Sanjay Mehrotra, memory manufacturers began cutting back on investments in expanding production capacity in 2023 after some customers pushed for lower prices. Mehrotra said that in 2023, memory prices fell to one-third of what they had been before. Hence, just as memory chip manufacturers had scaled back their investments in expanding production capacity, the AI boom began. Suddenly, these companies had a n
Welcome to the end of budget smartphones — thanks to AI… Micron Memory shortage Memory Chip manufacturing Report a problem with this article
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… In other words, the memory and RAM shortage might not be resolved in the short term. Sk hynix Memory shortage Dram Nand Dram shortage Report a problem with this article
… Xuan Chiew, Research Manager at Omdia, said memory prices might decline in the second half of 2027, but they are unlikely to return to pre-2025 levels. Source: Commercial Times Adata Memory Memory shortage Dram Dram shortage Report a problem with this article
… Unlike conventional desktop or server RAM, HBM stacks multiple memory dies vertically and places them close to an AI accelerator. This gives GPUs and other AI chips access to data at much higher speeds, but it also requires more complicated manufacturing and packaging. …
… Apple has long relied on Taiwan Semiconductor Manufacturing Company TSMC to produce its chips. TSMC also operates a manufacturing plant in Arizona, which is now producing A-series chips for iPhones . …
Kioxia Corporation, previously the memory division at Toshiba and now a leader in memory solutions, has announced that it has started shipping samples of its 1Tb terabit Triple-Level Cell TLC memory devices that use its 9th-gen BiCS FLASH 3D flash memory technology. …
The rising prices of RAM and memory have prompted smartphone manufacturers to seek cheaper, more readily available alternative suppliers. Chinese company ChangXin Memory Technologies CXMT is now about to become an Apple memory supplier, at least for devices sold in the Chinese market. …
… Apple is no exception to this and it too, like everyone else, has been overpaying for memory . For Intel, the reported agreement could give a major boost to its foundry ambitions as the company has spent the past several years attempting to rebuild its chip manufacturing business. …
… For now, the changes show that even Apple’s purchasing power has not been enough to keep the AI-driven memory shortage away from consumer devices. Apple Macbook neo Macbook air Macbook pro Ipad air Ipad pro Memory shortage Semiconductors Report a problem with this article