Semiconductor News & Analysis Feed

Memory chip manufacturers are discouraging the government from meddling with the industry.

General Motors $GM and Micron $MU Technology announced Wednesday that they had formalized a long-term supply agreement covering memory and storage chips for automotive manufacturing. Under the Strategic Customer Agreement, GM will secure supply of LPDRAM, NOR, and UFS NAND products from Micron. The two companies also said they will continue working together to develop and qualify future memory te

As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.

The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a0846fae1bc5d88a • Your IP: Click to reveal • Performance & security by Cloudflare

AI Data Centers Are Draining the Memory Chip Supply Chain, and Car and Phone Bills Will Show It Trade groups warn Washington as Ericsson and Nokia push to renegotiate contracts, with consumer wireless and auto prices in the crosshairs. BY TECHNOLOGY DESK JUNE 7, 2026 The automotive industry is among the sectors facing cost pressure as AI data centers consume memory chips. [Image Source: The Drive