July 2025 Quarterly Newsletter
PRODUCT UPDATES
DDR4 Customers: You Heard Us — and You Came Through
Over the past several months, many of you turned to us as the big suppliers shifted focus to HBM and AI. Thanks to early planning, we had DDR4 inventory ready to ship — including Micron-based versions — and we’re proud to have stepped in when you needed us.
Looking ahead, DDR4 will remain a constrained market. But we’re not going anywhere. We remain fully committed to supporting your needs — today and long term.
eMMC: Still Supporting the Full Lineup — for the Long-Term
While others scale back, we continue to offer a full eMMC lineup from 4GB to 128GB. Samsung’s EOL announcements have left many scrambling, especially for low-density parts — but we’ve secured new flash sources to keep our portfolio intact.
If your usual supply has dried up, we’re here — ready to support you now and for the long haul.
TEAM UPDATE
New Country Manager Named for France
Penelope Van-Uxen has joined our team as country manager for France, stepping in for Sue Macedo, who recently retired after many years leading our efforts in Europe.
Penelope is a recent graduate of Strasbourg Business School, where she earned her master’s degree in management and business administration with a focus on entrepreneurship. She also holds a bachelor’s degree in applied modern languages and marketing from the University of Strasbourg, including a year abroad at the University of Southampton in the UK. You can reach Penelope by E-mail at Penelope@alliancememory.com.
FROM THE PRESIDENT
For years, Micron was the one major supplier that kept the legacy DRAM market going after Samsung stepped away — first from SDRAM, then DDR1, DDR2, and now even DDR3. Micron made a point of telling customers they could count on long-term support. And for a while, they did. But now they’ve announced EOL on many of those products, and that leaves a lot of folks in a tough spot.
We’re already hearing from customers who’ve been buying Micron parts for years — sometimes at a higher price — simply because that’s what was on the AVL. With Micron stepping away, those customers are now looking for a path forward.
That’s where we come in.
At Alliance Memory, we’re committed to the legacy DRAM business for the long haul. We’ve got the production support from our fab partner, and we’re ready to help you transition — not just to avoid disruption, but to save money at the same time.
As always, we appreciate your continued support, and don’t hesitate to reach out.
Best regards,
David Bagby
President and CEO
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