#dram supply

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Micron begins $9.48 billion Hiroshima expansion for AI memory chips

July 8, 2026 /SemiMedia/ — Micron Technology is moving forward with an expansion of its Hiroshima plant in Japan as competition intensifies among global memory makers to build production capacity for artificial intelligence memory chips. The company held a groundbreaking ceremony for the Hiroshima expansion project on July 4 local time, according to reports. The investment is valued at 1.5…

Micron begins $9.48 billion Hiroshima expansion for AI memory chips

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Micron signs long-term memory supply agreement with Ford

July 7, 2026 /SemiMedia/ — Micron Technology has signed a long-term agreement with Ford Motor to secure the supply of memory and storage platforms for Ford’s next-generation vehicle production. The agreement comes just days after Micron signed a similar deal with General Motors. The two agreements highlight Micron’s effort to expand supply relationships with U.S. automotive customers while…

Micron signs long-term memory supply agreement with Ford

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AI-driven memory chip inflation pressures consumer electronics makers

June 4, 2026 /SemiMedia/ — Morgan Stanley has warned that the AI-driven rush for memory chips is pushing “chip inflation” into global consumer electronics markets, increasing cost pressure on manufacturers of smartphones, PCs and other devices. The bank said prices of key memory products have surged over the past year, forcing consumer electronics companies to choose between raising product…

AI-driven memory chip inflation pressures consumer electronics makers

[semimediapress]

Nanya raises $2.5 bln, signs DRAM supply deals with Kioxia and SanDisk

March 31, 2026 /SemiMedia/ — Nanya Technology said it has raised about $2.5 billion through share sales and private placements to expand its DRAM production, as memory supply remains tight. As part of the deal, Kioxia Holdings will invest around T$15.6 billion for a roughly 2% stake and secure a long-term DRAM supply agreement. The move marks Kioxia’s first investment in a DRAM maker, as the…

Nanya raises $2.5 bln, signs DRAM supply deals with Kioxia and SanDisk