NuAxiSemiconductor trade intelligence
SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead
What happened
SEMI, representing Samsung, SK hynix, and Micron, urged the US government against intervention to avoid worsening the memory shortage. Despite 19% annual capacity growth, demand from AI hyperscalers is expected to outstrip supply until at least 2027.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
DRAMNAND Flash
shortagesupply-demandpolicy-lobbying
Source and time
Source: Tom's Hardware · 7/3/2026 · View original source
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