Chip industry urges US to avoid interfering in the memory chip market - media - Українські Національні Новини (УНН)

The semiconductor industry, represented by SEMI, has urged the Trump administration to refrain from interfering in the memory chip market, warning that such actions could worsen the ongoing supply sho... Read original →

The AI compute surge has pushed memory chips into structural deficit. With 3nm logic paired with HBM3E as the AI server standard, EUV capacity prioritization for logic further starves DRAM/NAND expansion, creating a 'memory bottleneck' in the tech stack. U.S. price or output controls would disrupt long-term manufacturing pacts among TSMC, Samsung, and Micron, inflating compliance costs and triggering hoarding. Samsung and SK Hynix may accelerate non-U.S. fabs in Vietnam or India to hedge policy risk, while Apple’s push to source from Chinese blacklisted suppliers signals quiet supply chain diversification. Over the next 18 months, friction will shift from pricing volatility to institutional fragmentation. Tax credits and consumer subsidies may replace direct intervention, but geopolitical decoupling will entrench a tri-polar memory landscape—U.S. (Micron), Korea (Samsung/SK), and Taiwan, China (Nanya)—raising regional AI infrastructure costs.