US Top News and Analysis | Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories

AI generated summary, Read the full article for complete information.

Seagate’s stock fell more than 8% on Monday, sparking a broader sell‑off in the memory‑chip sector after CEO Dave Mosley told a JPMorgan conference that building new factories or adding production lines would take too long to meet the soaring demand driven by the AI boom. Mosley warned that while Seagate can offer four‑to‑five‑quarter supply visibility, the current demand far outstrips what can be produced within those timelines. The comments dragged Micron down 5% and pulled SanDisk and Western Digital around 7% lower, underscoring investor anxiety over the long lead times and limited capacity of memory makers despite a recent surge in AI‑related investment. The article also notes CME Group’s launch of a new futures market for semiconductors, aimed at helping traders hedge the rising cost of computing power.

Read more: https://www.cnbc.com/2026/05/18/seagate-memory-chip-stocks-ai.html

#Seagate #DaveMosley #JPMorgan #micron #SanDisk #WesternDigital #CMEGroup #

PC Gamer: While I can barely find two sticks of 16 GB to rub together, Micron unveils a 256 GB memory module destined for AI servers https://www.pcgamer.com/hardware/memory/while-i-can-barely-find-two-sticks-of-16-gb-to-rub-together-micron-unveils-a-256-gb-memory-module-destined-for-ai-servers/

AMD now owns 38.1% of the overall x86 CPU market according to new research but actually lost ground in desktop PCs https://www.pcgamer.com/hardware/processors/amd-now-owns-38-1-percent-of-the-overall-x86-cpu-market-according-to-new-research-but-actually-lost-ground-in-desktop-pcs/ #AMD #Micron

TradingKey - On May 21, 61000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote.

TradingKey - On May 21, 61,000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote. Government mediation between labor and management has collapsed.#samsung #strike #skhynix #SamsungsLargestStrike #SamsungStrike #micron #sharing
Samsung’s Largest Strike in History: Can SK Hynix and Micron Sit Back and Reap the Benefits?

⚙️ AI Boom Drives Memory Chip Prices to Record Highs

The AI-driven memory chip shortage is boosting stocks of chipmakers like Micron and Samsung, but hurting consumer electronics firms like HP and Nintendo.

https://byte-pulse.net/article/ai-boom-drives-memory-chip-prices-to-record-highs

#ai #samsung #micron #memorychips

Observer | 16 Business Leaders to Join Trump on High-Stakes China Trip, With Notable Absences by Rachel Curry

AI generated summary, Read the full article for complete information.

President Donald Trump is set to travel to Beijing for a two‑day summit with Chinese President Xi Jinping, accompanied by a delegation of 16 top U.S. executives from technology, finance and manufacturing, including Apple CEO Tim Cook, Tesla and SpaceX founder Elon Musk, BlackRock’s Larry Fink and CEOs of Qualcomm, Micron, Boeing, Goldman Sachs and others. The visit comes amid heightened U.S.–China tensions over trade, AI, semiconductor exports, Taiwan, fentanyl trafficking and the broader geopolitical fallout of the Iran war, and signals the growing role of corporate America in diplomatic negotiations as firms seek to secure supply‑chain stability and market access. Notable absences were Nvidia’s Jensen Huang, OpenAI’s Sam Altman and Cisco’s Chuck Robbins, while the delegation is expected to discuss potential new “boards of investment” and “boards of trade” and address specific corporate interests such as Tesla’s approval for its full‑self‑driving technology and Boeing’s pursuit of a major Chinese aircraft order.

Read more: https://observer.com/2026/05/16-business-leaders-to-join-trump-on-high-stakes-china-trip-with-notable-absences/

#DonaldTrump #XiJinping #ElonMusk #TimCook #LarryFink #Tesla #SpaceX #Apple #BlackRock #Boeing #Blackstone #BrianSikes #business #cargill #ChuckRobbins #Cisco #citi #coherent #CristianoAmon #DavidSolomon #DinaPowellMcCormick #finance #geaerospace #GoldmanSachs #illumina #JacobThaysen #JaneFraser #JensenHuang #JimAnderson #KellyOrtberg #larryculp #Mastercard #Meta #MichaelMiebach #micron #Nvidia #OpenAI #policy #Qualcomm #RyanMcInerney #SamAltman #SanjayMehrotra #StephenSchwarzman #technology #trade #visa #CristianoAmon #SanjayMehrotra #JensenHuang #ChuckRobbins #SamAltman

The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.
Why it matters beyond embedded: legacy hardware residual values are inverting. Decommissioned switches, storage controllers, automation gear, and test instruments built ~2014–2022 are shifting from "candidate for shred" to "candidate for harvest and resale."

https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

The AI memory super-cycle has a shadow story.

2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.
Why it matters beyond embedded: legacy hardware residual values are inverting. Decommissioned switches, storage controllers, automation gear, and test instruments built ~2014–2022 are shifting from "candidate for shred" to "candidate for harvest and resale."
https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #technology

The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.

https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory