Chip Industry Urges US to Avoid Moves That Distort Memory…
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Chip Industry Urges US to Avoid Moves That Distort Memory Market
> Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration.
>In a letter to senior administration officials, the SEMI industry association urged the US instead to allow companies to continue striking long-term agreements with customers and extend tax breaks aimed at increasing output in the US. The top three memory chipmakers — Idaho-based Micron Technology Inc. as well as SK Hynix Inc. and Samsung Electronics Co. of South Korea — are members of the SEMI group.
>While SEMI said in its letter that memory capacity is expected to grow about 19% per year, citing industry data, it added that exploding demand from AI infrastructure would eclipse supply, constraining availability for everything from laptops to cars and appliances.
>Though all the major memory makers have plans to expand, that build-out will take years, while a supply-demand mismatch is already leading to price increases.
#hardware #technology
> Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration.
>In a letter to senior administration officials, the SEMI industry association urged the US instead to allow companies to continue striking long-term agreements with customers and extend tax breaks aimed at increasing output in the US. The top three memory chipmakers — Idaho-based Micron Technology Inc. as well as SK Hynix Inc. and Samsung Electronics Co. of South Korea — are members of the SEMI group.
>While SEMI said in its letter that memory capacity is expected to grow about 19% per year, citing industry data, it added that exploding demand from AI infrastructure would eclipse supply, constraining availability for everything from laptops to cars and appliances.
>Though all the major memory makers have plans to expand, that build-out will take years, while a supply-demand mismatch is already leading to price increases.
#hardware #technology
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