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Micron CEO: memory shortage to persist for years, hitting consumer supply

Micron CEO Sanjay Mehrotra told investors that demand for the company's memory will outstrip supply for at least the next couple of years, driven by business sales of high-bandwidth memory and DRAM for AI and servers. He said 75% of Micron's 2027 output is already committed, with most current sales talks focused on 2028, and new clean rooms won't open until 2028 with only gradual production ramp-up afterward. Samsung executives reportedly made similar comments this week about a prolonged memory shortage.

OKI Circuit Technology develops 124-layer PCB for AI chip inspection tools

OKI Circuit Technology announced it has developed 124-layer printed circuit board technology for wafer inspection equipment used with next-generation high bandwidth memory (HBM) found in AI semiconductors, a roughly 15% increase over its previous 108-layer design. The company says it achieved this within the existing 7.6mm thickness limit by creating ultra-thin materials, handling tools, and a proprietary automated transport system. OTC aims to establish mass production of the technology by October 2025 at its Joetsu Plant in Niigata Prefecture.

Samsung raises Galaxy S26 prices by up to $200 in US and South Korea

Samsung has increased US pricing for the Galaxy S26 lineup, adding $100 to the 256GB and 512GB variants of the S26, S26 Plus and S26 Ultra, and $200 to the 1TB S26 Ultra. The base S26 now starts at $999.99, the Plus at $1,199.99, and the Ultra at $1,399.99, with the top 1TB Ultra model reaching $1,999.99. A Yonhap News report says Samsung has made similar increases in South Korea.

Micron sues YMTC, alleging engineer poaching and theft of NAND patents

Micron has filed a lawsuit against China's YMTC, claiming the company recruited former Micron engineers who then patented inventions closely mirroring work they did at Micron. Micron alleges these employees left citing personal reasons, kept their new roles off LinkedIn, and were bound by confidentiality agreements they broke, and that YMTC later used the resulting patents to accuse Micron of infringement in multiple jurisdictions.

Huawei signals 'moderate' price hikes, joining Apple, Samsung, Google

Huawei chairman Richard Yu told Chinese media the company plans moderate price increases, citing roughly $200 in added costs per device from rising memory and component prices that have hurt profitability. The comment came alongside the launch of Huawei's Mate 90 series, including a special edition priced near $2,835 and a detachable 10x optical zoom camera module.

Linux kernel developers debate memory overhead of page tables under heavy mapping

The piece traces a long-running kernel design discussion about page tables, starting from Linus Torvalds' 2003 defense of multi-level tree-based page tables over hashed tables for TLB efficiency, and his 1997 thesis noting memory efficiency as a secondary concern. It then describes a 2020 patch from Shakeel Butt adding a page-table usage metric to memory.stat, prompted by cases like zero-copy userspace network drivers where page tables consume unusually large amounts of memory, challenging Roman Gushchin's assumption that page tables are negligible relative to mapped memory.

Micron posts record $54.2 billion quarter, forecasts $61.5 billion for next quarter

Micron beat Wall Street expectations with adjusted earnings of $33.42 per share and revenue of $54.23 billion, nearly quadruple the figure from a year earlier. The chipmaker guided for roughly $61.5 billion in revenue and $38.15 in adjusted earnings per share next quarter, topping analyst estimates. DRAM revenue, its largest segment, rose 343% year-over-year to $39.8 billion.

G.Skill honors lifetime warranty on RAM kit now worth 8x purchase price

A Reddit user whose G.Skill Trident Z5 64GB DDR5 kit had one dead stick filed an RMA under the lifetime warranty, despite having bought the kit as an open-box eBay listing for $150 in May 2025. G.Skill approved the claim and shipped a brand-new replacement kit that currently retails for $1,199 on Amazon, prompting the buyer to publicly praise the company.

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