Elon Musk said during SpaceX calls in 2026 that global memory supply is growing at roughly 20% per year while AI demand expands at 200% or more annually, making memory the biggest bottleneck for AI. T…
Apple's price hikes, driven by a global memory shortage, are hitting IT purchasing budgets, with DRAM prices up more than 400% since early 2024, according to JP Morgan. Gartner expects memory prices t…
SK Hynix's $26.5 billion Nasdaq listing, the largest ever by a non-US company, saw shares fall over 50% from their post-listing peak to around $135-$140, below the $149 IPO price, after a Q2 earnings …
Oil prices held steady on Tuesday after jumping 5% the previous day, with Brent crude unchanged at $87.72 a barrel and U.S. benchmark crude flat at $82.13, as uncertainty persisted over when the Strai…
A consortium of Wall Street firms including Blackstone, BlackRock, and Goldman Sachs is reportedly in talks with Nvidia to invest $500 billion in AI infrastructure, according to a Financial Times repo…
Nvidia CEO Jensen Huang confirmed in early June 2026 that Nvidia has qualified Samsung Electronics, SK Hynix, and Micron Technology as suppliers of HBM4 memory for its Vera Rubin AI accelerator platfo…
A global memory chip shortage, driven by surging demand for AI data centers, is expected to persist through 2027, according to industry analysts cited by The New York Times. The shortage has pushed pr…
Micron Technology Inc. shares plunged 28.7% in July after a 600% gain over 12 months, then jumped 10% in a single day in early August, reflecting investor uncertainty about the AI memory trade. The co…
Apple faces its highest number of 'sell' ratings since shortly after Steve Jobs' death, as Jefferies downgraded the stock to 'underperform' with a price target cut from $285.56 to $263.66, citing canc…
Nvidia and South Korea's SK Group announced a partnership valued at over $500 billion to develop large-scale AI data centers, including a two-gigawatt facility powered by Nvidia's Vera Rubin chips and…
Goldman Sachs estimates that memory components account for roughly 62% of the total material costs for Nvidia's upcoming Vera Rubin superchip, up from about 53% on the previous-generation GB300 system…
Samsung Electronics warned during its Q2 2026 earnings call on July 30 that memory chip shortages will intensify through 2027 and won't ease until at least 2028, driven by AI demand. The company's sem…
SK Group is lobbying South Korean regulators to ease capital-raising rules so that Solidigm, its US-based NAND flash and enterprise storage unit, can pursue a Nasdaq listing, potentially raising $3.5 …
South Korea announced the creation of the Future Response Fund on July 5, a vehicle that will channel surplus semiconductor tax revenues into chips, physical AI, and AI data centers, as part of a broa…
Micron Technology Inc. trades at roughly 5.4x to 6x forward earnings estimates for fiscal years 2027 and 2028, a steep discount to the S&P 500's typical 20x multiple, as the market prices in fears of …
Morgan Stanley warned that the memory cycle will enter its late stage in the fourth quarter as price increases moderate and inventories build, signaling a potential end to the AI-driven memory price b…
South Korean President Lee Jae-myung is pushing to relocate the Gwangju Air Base, a joint US military facility, by mid-2028 to build a semiconductor megacluster, with Samsung Electronics and SK Hynix …
Taiwan Semiconductor Manufacturing Co. reported July sales rose about 45% year over year, its strongest monthly growth in a year, signaling that AI infrastructure spending is translating into real rev…
Asian stocks rose on Monday, led by a 2% jump in Tokyo's Nikkei 225, as investors rebuilt positions in tech shares amid easing rate concerns, according to Bloomberg. The MSCI All Country World Index g…
Microsoft raised Xbox Series X prices to $799.99 in the United States, up from $649.99, effective August 1, citing memory and storage costs that have more than doubled and are expected to double again…