The outlook comes as Micron faces a strike on Thursday by the union representing its Taoyuan workers in Taiwan, who are demanding a permanent payment system based on 15% of the company's operating profit. Market tension is further highlighted by some U.S. PC builders reporting that DDR5 prices rose 10% to 15% this week, and a $95B AI server backlog at Dell continues to constrain deliveries.
Sunday, October 25, 2026
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Nvidia CEO Jensen Huang Says Memory Chip Glut Unlikely by 2029
Tech3 hours ago
The chief executive of Nvidia disagreed with forecasts that new chip production will lead to a memory sector price war, stating that the components are in perpetual demand. Jensen Huang told CNBC that a surplus of memory supply is unlikely by 2029, rejecting a Korean newspaper's prediction that the market would become a "red ocean" of oversupply. Huang cited the increasing use of LPDDR memory in data centers as a primary driver of long-term demand.
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