Micron's key Taiwanese partner, Powertech Technology, and other major memory OSAT providers have increased testing and packaging prices by up to 30%.
This price increase stems from surging demand and tightening supply across the memory sector. Providers report overflowing order books, with DRAM testing capacity nearing full utilization.
The backend supply chain price hike reflects the broader memory market boom driven by AI. A Micron executive recently commented that the ongoing global memory shortage is unlikely to ease before 2028.
This extended timeline is attributed to the complexities of expanding fabrication plant capacity and lengthy client certification processes.