Looming chip winter? Micron, Samsung give opposite views

Q: How long will it take to read this news story?

The story "Looming chip winter? Micron, Samsung give opposite views" has 600 words across 28 sentences, which will take approximately 3 - 5 minutes for the average person to read.

Q: Which news outlet covered this story?

The story "Looming chip winter? Micron, Samsung give opposite views" was covered 19 hours ago by Korea Economic Daily, a news publisher based in South Korea.

Q: How trustworthy is 'Korea Economic Daily' news outlet?

Korea Economic Daily is a fully independent (privately-owned) news outlet established in 1964 that covers mostly economy news. The outlet is headquartered in South Korea and publishes an average of 20 news stories per day. It's most recent story was published 3 hours ago.

Q: What do people currently think of this news story?

The sentiment for this story is currently Neutral, indicating that people are not responding positively or negatively to this news.

Q: How do I report this news for inaccuracy?

You can report an inaccurate news publication to us via our contact page. Please also include the news #ID number and the URL to this story.<ul><li>News ID: #22722986</li><li>URL: https://beamstart.com/news/looming-chip-winter-micron-samsung-17273506225382</li></ul>

Korea Economic Daily Logo Korea Economic Daily 19h ago

Looming chip winter? Micron, Samsung give opposite views - Korea Economic Daily

Quick Summary:

It also forecast customized AI memory market to expand to 229.4 GB by 2028 from 12.9 GB in 2023.“As the semiconductor market is transitioning into a customized market where server DRAMs and HBM account for half of DRAM demand, the era is coming where manufacturers are gaining the upper hand in pricing negotiations,” said Kim Sun-woo, a Meritz Securities analyst.

Revenue for both data center memory and NAND chips were record-high in its fiscal fourth-quarter ended in August.“We are entering fiscal 2025 with the best competitive positioning in Micron's history.

He added that the company has already sold all the HBM it plans to make in both 2024 and 2025.“Demand from data center customers continues to be strong and customer inventory levels are healthy,” Mehrotra was quoted as saying on a conference call with analysts by Reuters after the earnings release.