Micron
3 mentions across all digests
US-based semiconductor memory manufacturer, one of the world's three largest DRAM producers
Labor unrest at Samsung may worsen memory chip supply issues
Planned Samsung strike in May risks deepening AI memory chip shortages, as the manufacturer—one of three supplying data centers—faces labor demands for bonus cap removal and profit-sharing hikes.
The RAM shortage could last years
Samsung, SK Hynix, and Micron combined will supply only 60% of global RAM demand by 2027 as AI infrastructure monopolizes capacity, extending shortages and price increases through 2030.
The AI RAM shortage is also driving up SSD prices
Samsung, SK Hynix, and Micron's NAND production capacity is being consumed by AI infrastructure buildout, driving consumer SSD prices 2-3x higher since December 2025.