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Micron, Ford sign long-term memory supply agreement

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digitimes.com 2026-07-07

Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.

Ingenic says DRAM foundry capacity strain won't ease until 2H27

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digitimes.com 2026-07-07

China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special memory and embedded processor maker Ingenic said global DRAM foundry capacity remains broadly constrained and is unlikely to improve before the second half of 2027.

Lenovo confirms YMTC SSDs in notebooks sold outside China

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digitimes.com 2026-07-07

Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.

AI server demand tightens power device supply as lead times stretch to 270 days

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digitimes.com 2026-07-07

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.

Samsung Electronics second-quarter operating profit surges on AI memory boom

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digitimes.com 2026-07-07

Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.

Transcend posts record revenue in 2Q26 on strong demand

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digitimes.com 2026-07-07

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026. Revenue declined 19.5% from the previous month due to customer inventory adjustments at the end of the quarter, but it still surged 381.6% compared with June 2025.

Micron and Ford Sign Strategic Agreement to Strengthen Long-Term Memory Supply and Industry Resilience - Investing News Network

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investingnews.com 2026-07-07 Investing News Network

US investors will soon get access to SK Hynix, another memory maker riding the AI boom - TechCrunch

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techcrunch.com 2026-07-07 TechCrunch

Global memory chip shortage fuels race between Korea, the United States and China - Korea JoongAng Daily

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www.koreajoongangdaily.com 2026-07-07 Korea JoongAng Daily

Meet the Unstoppable Memory ETF With 74.7% of Its Portfolio Parked in Micron, Samsung, and SK Hynix - The Motley Fool

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www.fool.com 2026-07-07 The Motley Fool