Overview
- Micron confirmed it will wind down Crucial‑branded consumer shipments by February 2026 to prioritize HBM and data‑center memory.
- The company reported record fiscal 2025 results and says HBM3E capacity is effectively sold out through 2026, with analysts lifting price targets.
- TrendForce data shows DRAM contract prices have soared this year, with DDR5 and server modules seeing steep month‑over‑month gains and NAND also tightening.
- PC makers are notifying customers of near‑term increases, with Dell planning a 15%–20% hike in mid‑December and Lenovo signaling adjustments in January.
- Industry trackers report suppliers hold just weeks of stock as wafer allocations favor AI products, and Samsung is projected to reclaim the top DRAM market share in Q4.