Latest about Micron
The DRAM supply chain is choking, and server memory is taking the first hit, with major U.S. and Chinese hyperscalers now receiving just 70% of the server DRAM they order.
Micron is reportedly preparing to halt sales of server memory chips to data centers in mainland China, after its business there failed to recover from a 2023 cybersecurity ban.
Premium Is Lutnick's plan just political hogwash?
The Trump administration is drafting a policy that would require chipmakers to match U.S. production with customer imports or face steep tariffs, potentially up to 100%.
Premium Micron has confirmed it will partner with TSMC to manufacture the base logic die for its next-generation HBM4E memory, with production targeted for 2027.
Contract prices for both NAND and DRAM have jumped by an estimated 15-20% in the fourth quarter of 2025, according to numbers published by DigiTimes on September 17.
They face a 120 day deadline
News Analysis Major DRAM makers are phasing out DDR4 production from late 2025, as they shift to DDR5, but supply will remain available for niche applications for years to come.
