Memory supply vanishes for 2027
Samsung, SK hynix and Micron have allocated all their 2027 DRAM and HBM capacity. Taiwanese…
Micron
Job’s Mob eyes Chinese memory for AI crunch
The Fruity Cargo Cult Apple is snuffling around Chinese memory chips to keep its AI…
AI boom hits supply-chain wall
AI infrastructure has stopped being a chip beauty contest and turned into a supply-chain knife…
MRDIMMs make DDR5 less wheezy
The server and data centre market is moving towards DDR5 MRDIMM modules because ordinary RDIMMs…
CXMT value rises 466 per cent
CXMT shares went bonkers on their Shanghai debut on Monday, briefly making the chipmaker China’s…
Job’s Mob battery squeeze may kill Varta
German battery maker Varta is heading for the corporate knackers’ yard after more than 130…
AI contracts look less certain than promised
The AI boom is being glued together by vast contracts that could peel apart the…
Tech shares take a kicking as AI boom nerves spread
Investors dumped US tech shares as the AI boom started to look less like a…
Memory crunch worse next year
SK Hynix chief executive Kwak Noh-jung has warned that the memory industry is heading for…
Investors moving away from Nvidia
Investors have started looking for companies other than Nvidia to chuck their cash at to…