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Samsung

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14:51
2026-06-23
newsletter.semianalysis.com
ai-chips

China’s CXMT Is Set to Challenge DRAM Incumbents

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 …

13:04
2026-06-23
devclubhouse.com
ai-infrastructure

The AI Tax is Starving the Legacy Memory Market

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…

12:25
2026-06-23
blocksandfiles.com
ai-infrastructure

Micron invests in Anthropic and grants it a supply deal

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…

15:28
2026-06-22
computerworld.com
artificial-intelligence

The trillion-dollar AI hallucination

AI companies are building expensive server farms for cloud-based generative AI, but on-device AI models are emerging that could shift tasks away from the cloud. The resulting memory shortage is drivin…

00:00
2026-06-22
jasonrobert.dev
ai-infrastructure

News Summary for June 22, 2026

Microsoft and Chevron signed a 20-year, 2.67 GW natural gas deal for a West Texas data center, highlighting energy security as a key AI constraint. Samsung deployed ChatGPT Enterprise and Codex compan…

20:05
2026-06-21
letsdatascience.com
ai-infrastructure

AMD reportedly planning another GPU price hike

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…

19:35
2026-06-21
letsdatascience.com
ai-infrastructure

Memory Shortages Leave Hyperscalers Trailing Memory Suppliers

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…

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