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Apple has LTA so they would be fine for a bit longer but they would have issues as well
Dec 4, 2025
I am not a memory person but I am hearing concerns from the mobile and AI people here in Silicon Valley. This could really hurt! Micron...
Dec 4, 2025
O
Yup, near term no worries.
It's interesting that you think CXMT is outcompeting Micron in the consumer segment. For a long time...
Dec 4, 2025
Y
In China retail market, DDR5's price jumps triple now
Dec 4, 2025
S
It doesn't matter; they can't compete with CXMT in the retail segment anyway.
But this does show they are flat out of capacity and...
Dec 3, 2025
S
It may take a couple of years, but some day Micron will face a market in oversupply. I hope they have considered the impact of this...
Dec 3, 2025
X
The TV program mentioned that the real impact of WJL moving to Intel is improving the organisational culture at IFS (which is exactly...
Dec 3, 2025
B
The supply chain crisis is where?
The Foundries full of other product?
I dont believe there is any supply crisis below Foundry.
Dec 3, 2025
You mean Rapidus? That is a good question. Japan is pretty hard on IP theft. Heads will roll.
Dec 3, 2025
F
Taipei 2025/12/04 03:18
Winbond Electronics, a global leader in semiconductor memory solutions, today announced the launch of its new...
Dec 3, 2025
B
It doesn't matter; they can't compete with CXMT in the retail segment anyway.
But this does show they are flat out of capacity and...
Dec 3, 2025
O
It may take a couple of years, but some day Micron will face a market in oversupply. I hope they have considered the impact of this...
Dec 3, 2025
S
Apple has LTA so they would be fine for a bit longer but they would have issues as well
Dec 3, 2025
S
I am not a memory person but I am hearing concerns from the mobile and AI people here in Silicon Valley. This could really hurt! Micron...
Dec 3, 2025
S
I agree but times have changed and US based manufacturing is a top priority. Intel 18A is the only leading edge node in production in...
Dec 3, 2025
Xebec reacted to siliconbruh999's post in the thread AI frenzy is driving a new global supply chain crisis with
Like.
Apple has LTA so they would be fine for a bit longer but they would have issues as well
hist78 reacted to Daniel Nenni's post in the thread Taiwan charges Tokyo Electron’s Taiwan unit in TSMC trade secrets case with