On November 28, Dell Technologies, HP, and other tech companies warned that due to the surge in demand for memory chips driven by artificial intelligence infrastructure development, there may be a shortage of memory chip supply next year.
Consumer electronics manufacturers like Xiaomi have warned of potential price increases, while other companies such as Lenovo have begun stockpiling memory chips to cope with rising costs.
Counterpoint Research predicted this month that memory module prices will rise by 50% by the second quarter of next year. If the current global shortage of storage chips continues into next year, downstream application manufacturers will inevitably bear higher costs.
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Highlights from Previous Issues
Marvell’s acquisition halted, multinational acquisition obstacles abound
Is China’s version of Nvidia one step closer? Moore Threads IPO registration approved
Major manufacturers slow to provide quotes, DDR5 DRAM spot prices soar
Storage industry rebounds strongly! Samsung’s profits soar
ASML halts wafer supply, ASML China responds
Over 1500% increase in five years! The world’s first company with a market value of $5 trillion is born
Facing order interruptions and huge loss risks, Applied Materials will lay off over a thousand employees
STMicroelectronics profits plummet, but the worst is over
Texas Instruments announces forecast guidance, stock price plummets
The past and present of Ansem Semiconductor and its latest developments
Micron to exit the Chinese server chip business! The number of affected positions is still unknown
Amid US-China trade tensions, Japanese electronic component manufacturers adjust global production
STMicroelectronics: No layoffs in Italy
Ampleon’s acquisition of Shibaura Electronics fails
Globalfoundries invests heavily in expansion but adjusts its workforce
Nvidia’s performance exceeds expectations, but stock price drops! Is it related to the Chinese market?
Yageo increases acquisition price, surpassing Japanese companies
Japanese manufacturers raise prices again, adding suspense to Yageo’s acquisition of Shibaura Electronics
Micron responds to rumors: halting development of mobile NAND!
ASMPT closes Shenzhen factory, nearly a thousand employees affected
SMIC’s capacity utilization rate is nearly full! Slight increase in next quarter’s revenue expected
Huahong’s capacity utilization rate exceeds 100%, reaching a new high in recent quarters!
Net profit down nearly half! MCU major manufacturers suspend factory expansions and reduce capital expenditures
Murata: Risk of rebound decline may occur in the second half of the year
Secured a $16.5 billion order from Tesla! Will the chip giant’s predicament be resolved?
$950 million! STMicroelectronics acquires a business from NXP
Outstanding performance! Why did the stock price still plummet? The leading analog chip company may face impact
In Q2, all businesses except automotive declined, NXP’s Q3 guidance is optimistic
Debt of 16.1 billion yen! Another power semiconductor manufacturer applies for bankruptcy
Ranked sixth in the market! Shenzhen chip company listed on the Hong Kong Stock Exchange
Struggling to resolve difficulties, Samsung’s Q2 profits continue to plummet
Power semiconductor “dark horse” goes for IPO
Investing over 60 billion! Analog chip giant expands manufacturing operations in the US
Confirmed discontinuation of old memory chips! Micron’s AI application chips approved for mass production
In the SiC sector, a semiconductor giant exits
Shutting down four factories! NXP fully shifts direction
ADI sees growth in all end markets! Q3 financial forecast signals cyclical improvement
Half of Japan’s seven chip factories have not started production! Involving Renesas, Rohm, and Kioxia
The global top ten chip company rankings are announced! Infineon and STMicroelectronics drop out of the list
High demand for AI, customers stockpiling! SK Hynix’s revenue and profits surge