US-based electronics recycler and IT asset disposition (ITAD) provider ERI has formed a 50-50 joint venture with Itochu Corporation to launch operations in Japan, the companies announced March 24.
Client Note: Foundries Hike DRAM Prices as Automated Bots Sweep DDR5 Inventory
In this memo to clients, we note that the global memory market is showing an accelerated phase of tightening, driven by the aggressive expansion of AI infrastructure as the primary catalyst. Right now, we are tracking two distinct yet deeply connected market developments: massive contract price hikes from major memory foundries, exceeding 100% in recent negotiations, and a surge in automated, large-scale hoarding of DDR5 inventory, which could significantly affect how components are tracked and resold. Collectively, these indicators point to a period of intensified supply chain distortion and heightened competition for memory components.
For the secondary hardware ecosystem, encompassing IT Asset Disposition (ITAD) operators, refurbishers, and component traders, this primary market squeeze could alter current business dynamics.
What the NAND flash crunch means for remarketing, refurbishment and residual values
A warning from one of the storage industry’s most connected insiders is raising major concerns. Khein-Seng Pua, CEO of Phison Electronics, a company that controls roughly 20% of the global SSD controller market, recently offered a stark assessment of where the memory...
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