The three major memory chip manufacturers — Micron, Samsung, and SK hynix — are reportedly becoming stricter when it comes to chip orders. Sources tell Nikkei Asia that the companies will conduct more stringent due diligence measures, including confirming the identity of the end-user, the quantity of the order, and even asking if the demand is real. These measures come as the memory chip supply remains tight, with AI chip makers still demanding huge amounts of HBM, taking up capacity that would otherwise be used for consumer memory.
“The three companies became stricter and asked us about who we will supply to, how much quantity, and if the demand of our customers are real,” one executive at a GPU and server supplier told the publication. “Because at times like this, some people will overbook or stockpile more than they need, which would disrupt the market later.”
