Goldman Sachs projects DRAM undersupply of 5.0% in 2026 and 5.9% in 2027, the tightest since 2017, driven by AI server demand. Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion and n…
South Korea's Kospi index plunged 40 percent in six weeks during June and July, leaving hundreds of thousands of retail investors with heavy losses, according to the Wall Street Journal. The crash fol…
SK Hynix is pursuing multiple business development avenues involving fabs in China, Japan, Korea and the USA, Solidigm fund-raising, co-packaged optics, and high-bandwidth flash, as AI demand drives e…
NVIDIA Corp., Apple Inc., and Amazon.com Inc. are raising prices as AI-driven memory chip shortages push server DRAM prices to double in Q1 2026 and overall memory costs up 80% to 90% quarter-over-qua…
ASML Holding NV reported Q2 revenue of $10.65 billion, up 21.25% year over year, with EPS of $8.6688, marking a fourth consecutive beat, driven by AI chip demand and record orders. Meanwhile, Canon In…
Samsung Electronics and SK Hynix are pursuing divergent HBM4 designs, with Samsung introducing an active base die using 4nm logic processes while SK Hynix focuses on packaging and heat management, for…
Samsung Electronics shares fell up to 10% on July 7 and over 13% on July 28, marking the stock's worst day in three weeks, as the broader memory chip sector slid on investor doubts about AI spending a…
Nvidia is in early discussions with South Korean inference startup Rebellions for a technical partnership, investment, or acquisition, according to Bloomberg. Rebellions, founded in 2020, has forged c…
Nvidia customers face AI server price hikes of more than 15% as memory chip costs soar, with increases taking effect on systems shipped in early 2027, including those with Vera Rubin and Grace Blackwe…
Nvidia AI server prices are rising 15% due to a DRAM shortage caused by Samsung, SK Hynix, and Micron prioritizing high-bandwidth memory (HBM) production for AI clusters, tightening standard DRAM supp…
Nomura International Wealth Management's North Asia chief investment officer Julia Wang said investment market volatility is 'here to stay' for years unless a global recession occurs, citing structura…
At Hot Chips 2026, startup d-Matrix unveiled Raptor, claiming it is the first 3D-DRAM accelerator for generative AI inference, delivering up to 10 times the memory bandwidth and energy efficiency of H…
Tungsten prices have surged as much as 622% in 2026 as Chinese export restrictions and soaring AI chip demand created a supply crisis, with Japan's Kanto Denka and Central Glass—accounting for about 2…
Samsung Electronics Co. approved a record 2026 shareholder return plan worth 90 trillion to 110 trillion won ($80 billion), the largest ever by a Korean company, driven by the AI memory boom. The plan…
Nvidia AI servers with Vera Rubin and Grace Blackwell chips are set to cost about 15 percent more due to an ongoing DRAM shortage from Samsung, SK Hynix, and Micron, Bloomberg reports. The price hikes…
Nvidia, världens största noterade bolag, tvingas höja priserna på servrar med AI-chips med mer än 15 procent på grund av minnesbrist, enligt Bloomberg. Prishöjningarna träder i kraft för system som le…
Nvidia has warned hyperscalers that AI server prices are rising more than 15%, driven by memory costs that have become a dominant component. TrendForce reported conventional DRAM contract prices jumpe…
Samsung Electronics reported its HBM4 memory production yield reached 80% in early August, up from below 60% in February, four months ahead of schedule, according to TrendForce and Korean media. The y…
Samsung Electronics outlined a potential record shareholder payout of 90 trillion won to 110 trillion won ($64.5 billion to $78.9 billion) in 2026, driven by AI-memory demand. Bitcoin rose 22% for the…
Taiwan is on track for its first year of double-digit GDP growth since 2010, driven by AI hardware exports, while Japan, Malaysia, Singapore, mainland China, and South Korea all reported over 20% expo…