The era of subsidized AI API usage is ending as platform providers like OpenAI and Anthropic face unsustainable losses, with OpenAI reporting a $38.53 billion net loss in 2025. Hardware costs, particu…
SK hynix has begun sampling its 12-layer HBM4E memory, positioning the company to maintain its lead in the AI memory upgrade cycle. The new high-bandwidth memory targets next-generation AI accelerator…
US stock markets fell sharply on Tuesday, with the Nasdaq dropping 2%, as AI-linked companies like Nvidia and Caterpillar led declines ahead of Micron's earnings report. Analysts described the sell-of…
China's CXMT, the country's leading DRAM manufacturer, is set to go public on the STAR Market in what could be the largest semiconductor IPO in China. Founded by Zhu Yiming, the company has leveraged …
A sharp selloff in South Korean stocks, driven by leveraged bets on AI-related semiconductor stocks, cascaded into US tech markets on Tuesday, highlighting that leverage in AI trading poses a greater …
AI data centers are consuming the global supply of high-bandwidth memory, causing a DRAM shortage that is driving up prices for legacy memory standards like DDR2 and DDR3. Hardware manufacturers are r…
Micron has made a strategic investment in Anthropic's Series H funding round and secured a supply deal to provide HBM, DRAM, and SSDs to the AI company. The partnership includes joint analysis of AI m…
Micron and Anthropic have signed an AI infrastructure supply agreement, under which Micron will provide memory and storage solutions to support Anthropic's AI model training and deployment. The deal u…
Micron is investing in Anthropic's Series H round and securing a multi-year deal to supply memory for Claude's infrastructure, aiming to co-design AI memory architecture. Anthropic co-founder Tom Brow…
SK Hynix briefly surpassed Samsung Electronics to become South Korea's most valuable company, reaching a $1.35 trillion market cap on June 22, 2026, driven by surging demand for its high-bandwidth mem…
Apple raised MacBook prices by up to $400 as a memory-chip shortage driven by AI data center demand squeezes consumer electronics supply. Data centers are expected to consume 70% of global memory prod…
Micron reports earnings on June 24 with 81% gross margin guidance and multi-year HBM contracts, testing whether the market values it as an AI infrastructure play rather than a cyclical memory supplier…
AMD is reportedly planning another consumer GPU price increase of 10-15% in the second half of 2026, driven by rising memory costs as AI datacenter demand reallocates memory capacity away from consume…
Jim Cramer reported that memory shortages, particularly in high-bandwidth memory (HBM), are causing hyperscale cloud providers like Amazon, Alphabet, Microsoft, and Meta Platforms to underperform memo…
Apple CEO Tim Cook said price hikes across Apple's product lineup are unavoidable due to a global memory chip shortage driven by AI demand. Memory chip costs have surged nearly 300%, pushing the iPhon…
Nothing has scrapped its planned CMF Phone 3 Pro due to soaring memory chip prices driven by AI demand, marking the first casualty of a device that will not exist rather than just costing more. Apple …
SK Hynix shares surged more than 7% to a record high in Seoul, driven by renewed AI chip demand after Intel's bullish earnings report. The rally pushed South Korea's KOSPI index past 8,000 points for …
Apple CEO Tim Cook announced unavoidable price increases for the upcoming iPhone 18 Pro due to a global shortage of DRAM and NAND chips, driven by AI companies' demand. The base model could cost $1,29…
Apple CEO Tim Cook confirmed to the Wall Street Journal that price increases across Apple's product lineup are unavoidable due to AI datacenter spending consuming 70% of global DRAM supply, driving me…
The Roundhill Memory ETF (DRAM), the first exchange-traded fund dedicated to memory chip companies, has surpassed $20 billion in assets under management just weeks after its April 2, 2026 launch, driv…