Micron, the Idaho-based chip maker many only know for those tiny memory cards in old cameras, briefly became more valuable than Meta and Tesla last week. Its stock shot up over 236 percent in a month, closing Friday at $1,132 a share, pushing its market cap to $1.27 trillion....

#AI #Chips #MemoryShortage #Micron #TechStocks

https://code-n-clarity.blogspot.com/2026/06/micron-just-outgrew-meta-and-tesla-in.html

"The company can legally buy RAM from CXMT, but it would carry serious reputational risks."

#apple #memoryshortage

https://www.theverge.com/tech/958707/apple-ram-buy-memory-blacklisted-china-cxmt

#AIDataCenters claim another victim: Apple hikes prices across Mac, iPad, and more https://zorz.it/sXpPh

#JeremyGray #AI #Apple #economy #industry #inflation #iMac #Mac #iPad #iPadPro #MacBook #MacBookNeo #MacBookPro #MacStudio #MemoryShortage #PriceHike #PriceIncrease

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology