Chipmakers urge White House to avoid broad memory market interventions
A chip industry association has urged the White House not to make major changes to the way the memory market is regulated.
The group, SEMI, represents most of the world’s major semiconductor equipment and materials companies as well as chipmakers. Bloomberg reported late Thursday that the association had outlined its concerns about the memory market in a letter to the Trump administration. The document was addressed to Treasury Secretary Scott Bessent, Defense Secretary Pete Hegseth, Commerce Secretary Howard Lutnick and Secretary of State Marco Rubio.
Memory prices have increased sharply over the past year because of surging demand from artificial intelligence data center builders. The higher prices are affecting not only the server market but also other segments. In December, S&P Global Inc. predicted that vehicle DRAM could become 100% more expensive by the end of 2027. More recently, Apple Inc. raised the price of several devices.
In its letter, SEMI urged the White House to avoid memory “interventions that distort pricing or capacity decisions.” The group argues that such moves would harm the market. SEMI stated that officials should take other, narrower measures to address the memory supply crunch.
