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Dynamic random-access memory, a volatile semiconductor chip type used in computers and servers, mass-produced by Samsung, SK Hynix, and Micron.
No evidence-backed relationships are recorded.
The Verge expects Apple to raise iPhone prices this week, but the decision that set this up was Micron's in 2021, when it concluded only new plants could add capacity. Memory has stopped being a deflationary line item.
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Two unions covering about 10,000 workers say they cannot reconstruct Micron's Incentive Pay Plan, and what they are bargaining for is the published percentage-of-profit formula their Korean rivals already disclose.
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IDC now expects the steepest annual smartphone contraction on record in 2026, with revenue still growing. The memory bill has stopped being something vendors can absorb.
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One report puts Micron's gross margin near 85% with $22 billion of multi-year memory contracts booked. Hardware budgets should assume that cost holds, whatever the stock does.
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Contract builders for Microsoft, Google and Oracle have told customers to expect more than 15% on Vera Rubin and Grace Blackwell systems. On a flat budget, that is roughly 13% less compute.
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The DRAM shortage has stopped being a datacenter capex line. Amazon is recovering it at retail, and the arithmetic says the pass-through is only partly done.
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Micron, Sandisk, Seagate and Western Digital ran 500% to 900% and more since the start of 2025. The recent reversal is the first real market test of the thesis behind it.
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Micron's stock is up more than tenfold since end-2024 and it is spending $50 billion at home. Its employees and its host city now hold the same cyclical bet three ways.
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IDC says memory tightness runs through 2027, driven by AI demand that compounds and producers who are managing supply on purpose. Treating DRAM as a spot commodity is now a two-year budgeting error.
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