Micron's chief executive said that memory chip supply will remain constrained for longer than previously expected, with shortages projected to worsen in 2027 and 2028 compared to this year. The remarks come as Micron and rivals Samsung and SK Hynix have all pointed to tight DRAM and NAND supply amid surging demand from AI infrastructure buildouts.
techpowerup.com
· 2026-10-01
Apple is said to be considering ChangXin Memory Technologies (CXMT), a fast-growing Chinese DRAM maker, as a potential supplier for some of its China-related memory needs. CXMT has not confirmed Apple by name but says it is open to working with top global customers and claims its products can compete with established suppliers on performance and reliability. The move would give Apple added leverage in talks with existing suppliers Micron, Samsung, SK Hynix and Kioxia.
techspot.com
· 2026-09-08
GoKawiil