{"id":736859,"date":"2026-07-03T19:55:16","date_gmt":"2026-07-03T16:55:16","guid":{"rendered":"https:\/\/buradabiliyorum.com\/en\/chip-industry-warns-us-against-memory-market-meddling\/"},"modified":"2026-07-03T19:55:16","modified_gmt":"2026-07-03T16:55:16","slug":"chip-industry-warns-us-against-memory-market-meddling","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/chip-industry-warns-us-against-memory-market-meddling\/","title":{"rendered":"Chip industry warns US against memory market meddling"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6a4881d9863f0\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a4881d9863f0\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/chip-industry-warns-us-against-memory-market-meddling\/#Hands_off_the_market\" >Hands off the market<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/chip-industry-warns-us-against-memory-market-meddling\/#A_pocketbook_problem\" >A pocketbook problem<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/buradabiliyorum.com\/en\/chip-industry-warns-us-against-memory-market-meddling\/#The_China_question\" >The China question<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/buradabiliyorum.com\/en\/chip-industry-warns-us-against-memory-market-meddling\/#Years_not_months\" >Years, not months<\/a><\/li><\/ul><\/nav><\/div>\n<div id=\"article-main-content\">\n<p><em>The memory shortage has become a political problem in Washington. Now the chip industry has a message for the Trump administration: leave the market alone, or the squeeze gets worse.<\/em><\/p>\n<p>The warning came in a letter from SEMI, a semiconductor industry group, to senior US officials. Any attempt to fix the shortage by steering prices or production would deepen it, the group said, <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-07-02\/chip-industry-urges-us-to-avoid-moves-that-distort-memory-market\" target=\"_blank\" rel=\"nofollow noopener\">as Bloomberg reported<\/a>.<\/p>\n<p>The crunch traces back to the AI boom, which is swallowing memory chips faster than makers can produce them.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Hands_off_the_market\"><\/span>Hands off the market<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>SEMI\u2019s argument is blunt. \u201cInterventions that distort pricing or capacity decisions risk prolonging the demand downturn,\u201d the group wrote, in a copy seen by Bloomberg. It wants the opposite <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">app<\/a>roach. Let companies keep signing long-term supply deals with customers, and extend tax breaks that lift US output.<\/p>\n<div class=\"inarticle-wrapper latest channel-cta hs-embed-tnw\">\n<div id=\"hs-embed-tnw\" class=\"channel-cta-wrapper\">\n<div class=\"channel-cta-img\"><img decoding=\"async\" class=\"js-lazy\" src=\"https:\/\/media.thenextweb.com\/hardfork-2018\/uploads\/visuals\/tnw-newsletter.png\"\/><\/div>\n<p><img decoding=\"async\" src=\"https:\/\/media.thenextweb.com\/hardfork-2018\/uploads\/visuals\/tnw-newsletter.png\"\/><\/p>\n<div class=\"channel-cta-input\">\n<p class=\"channel-cta-title\">The \ud83d\udc9c of EU tech<\/p>\n<p class=\"channel-cta-tagline\">The latest rumblings from the EU tech scene, a story from our wise ol&#8217; founder Boris, and some questionable AI art. It&#8217;s free, every week, in your inbox. Sign up now!<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p>The stakes are high for its members. The three big memory makers all belong to SEMI: Micron in Idaho, plus SK Hynix and Samsung of South Korea. Their shares have soared as AI demand outs<a href=\"https:\/\/buradabiliyorum.com\/en\/category\/trip-and-travel\/\" data-internallinksmanager029f6b8e52c=\"10\" title=\"Trip &amp; Travel\" target=\"_blank\" rel=\"noopener\">trip<\/a>s supply.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"A_pocketbook_problem\"><\/span>A pocketbook problem<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The politics are shifting because the shortage now reaches ordinary shoppers. Memory sits in everything from cars to laptops, and prices are climbing across the board. Even decades-old memory standards have jumped. Apple and Microsoft have both raised prices on popular gadgets, which is exactly what worries politicians eyeing voters\u2019 wallets.<\/p>\n<p>SEMI has a fix for that too. Rather than capping prices, it wants Congress to soften the blow with consumer tax breaks on phones and laptops. The group was careful to thank the administration for its support of the chip sector.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_China_question\"><\/span>The China question<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The letter lands in the middle of a louder fight. Apple is lobbying the same officials for permission to buy memory from two Chinese firms on a Pentagon blacklist. SEMI\u2019s letter names no Chinese suppliers. But it went to the very people Apple has been pressing: the Treasury, Defence, Commerce and State secretaries.<\/p>\n<p>Not everyone in Washington wants a light touch. One Republican senator, Bernie Moreno of Ohio, has urged the Commerce Secretary to put American buyers first. He warned of a car-industry hit like the one seen during the pandemic.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Years_not_months\"><\/span>Years, not months<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The hard truth is time. SEMI says memory capacity should grow about 19 per cent a year, yet AI demand will still eclipse it. New factories take years to build. Until they arrive, the mismatch keeps pushing prices up. For European shoppers, the warning rhymes with one already made in Britain.<\/p>\n<p>Currys expects phones, laptops and TVs to cost more later this year. The industry\u2019s message to politicians is simple. You cannot regulate more chips into existence.<\/p>\n<\/p><\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more like this article, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" target=\"_blank\" >Technology category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/thenextweb.com\/news\/chip-industry-warns-us-memory-market-intervention\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The memory shortage has become a political problem in Washington. Now the chip industry has a message for the Trump administration: leave the market alone, or the squeeze gets worse. The warning came in a letter from SEMI, a semiconductor industry group, to senior US officials. Any attempt to fix the shortage by steering prices&#8230;<\/p>\n","protected":false},"author":1,"featured_media":736860,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/media.thenextweb.com\/2026\/05\/chinese-dram-cxmt-corsair-ddr5-memory-prices.avif","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[],"class_list":["post-736859","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/736859","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=736859"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/736859\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/736860"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=736859"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=736859"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=736859"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}