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
The article makes no attempt to answer this last bit.
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.
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.