December 6, 2021

CHICAGO PIXELS

SEMICONDUCTOR RESEARCH CENTER

Memory Oligopoly Woes – Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable Future

Memory pricing and margins are at highs as industry consolidation and semiconductor shortages drive the supply demand balance completely out of whack. A common theme of the memory industry has been continued consolidation. We are at only 3 leading edge DRAM producers, and the number of NAND producers is dwindling even with the … Read More

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