A federal antitrust class-action lawsuit filed June 25, 2026 in the Northern District of California accuses Samsung, SK Hynix, and Micron of colluding to cut DRAM production, driving RAM prices up rou…
Bank of America upgraded its global growth forecast, citing an AI-driven export cycle in Asia and an AI investment boom in the US. The bank now expects global GDP growth of 3.2% in 2026 and 3.5% in 20…
Apple faces ongoing RAM shortages and price hikes as AI demand devours consumer electronics memory supply, with analysts warning of an existential crisis for smaller tech firms. Memory manufacturers S…
AMD acquired MEXT, a startup that extends DRAM main memory to flash storage, to address soaring DRAM prices driven by GenAI demand. DRAM now accounts for up to 90% of server costs, with prices rising …
The US and China are engaged in an AI-cybersecurity cold war, with open Chinese AI models advancing while US cyberweapons remain unavailable. South Korea plans a $590 billion investment in chipmaking …
A class-action lawsuit filed in the U.S. accuses Micron Technology, Samsung Electronics, and SK Hynix of price-fixing and artificially restricting DRAM supply, causing consumer DDR5 memory prices to s…
Lenovo warned at ISC 2026 that memory prices will not return to 2024-2025 levels until around 2030, citing massive demand from AI and cloud companies for high-end memory. The company's 'RAMageddon Sur…
Apple is lobbying the Trump administration for permission to buy DRAM chips from Chinese manufacturer ChangXin Memory Technologies (CXMT), which is on the Pentagon's 1260H list of companies with alleg…
South Korea announced a $880 billion investment plan over a decade to dominate the AI era, focusing on semiconductors, AI data centers, and robots. President Lee Jae Myung unveiled the package on Mond…
South Korea plans to invest hundreds of billions of euros in computer chip production, led by President Lee Jae-myung and chipmakers Samsung and SK Hynix, to address global chip shortages and meet sur…
Samsung Electronics and SK Hynix are investing at least 1,350 trillion won ($880 billion) in chips and data centers, with potential plans to increase spending to 2,000 trillion won ($1.3 trillion) ove…
Amazon Web Services raised prices for EC2 Capacity Blocks for ML by 20% starting in July, the second increase in six months, citing supply and demand for Nvidia GPUs amid a memory crunch. The hike aff…
South Korea announced a $520 billion chip plant project in partnership with Samsung and SK Hynix to dominate the global semiconductor market, aiming to solidify its position in advanced AI chip produc…
Samsung Electronics and SK Hynix announced a combined 800 trillion won ($518 billion) investment to build a new chipmaking hub in southwestern South Korea, aiming to meet surging AI-driven demand for …
South Korean President Lee Jae Myung announced a sweeping industrial strategy with over $1 trillion in investments for semiconductor chips and AI projects, aiming to secure the country's leadership in…
Samsung and SK Hynix, backed by the South Korean government, plan to invest $590 billion in new chip factories and packaging centers as AI demand drives memory prices up. Jefferies predicts memory pri…
Samsung Electronics and SK Hynix are in talks with the South Korean government to build two new semiconductor fabrication sites in the Honam region, aiming to meet surging AI demand. The second chip c…
South Korea announced an 800 trillion won ($520 billion) semiconductor investment plan, the largest in history, to build four new chip fabrication plants and three AI data centers. Samsung Electronics…
South Korean stocks rebounded after Samsung Electronics and SK Hynix announced massive investment plans during a government briefing, with the Kospi recovering from a 3.4% drop to close down just 0.2%…
South Korea announced an 800 trillion won ($585 billion) investment in a semiconductor cluster in the Honam region, targeting HBM and advanced packaging fabs by 2034-2035. The project, led by Samsung …