RAM prices now up 500 per cent
Memory prices have become divorced from reality, with prices for some kits increasing by 500…
SK Hynix
Samsung HBM4 yield gives AI rivals something to chew on
Samsung’s HBM4 yields are reportedly closing in on 80 per cent, giving it a better…
Memory supply vanishes for 2027
Samsung, SK hynix and Micron have allocated all their 2027 DRAM and HBM capacity. Taiwanese…
AI boom hits supply-chain wall
AI infrastructure has stopped being a chip beauty contest and turned into a supply-chain knife…
SK Hynix earns $64 billion and investors still sulk
South Korean memory giant SK Hynix reported a record quarterly net profit of 93.9 trillion…
AI wobble batters tech shares
Tech stocks were mugged across Asia as investors started fretting that the AI boom might…
CXMT value rises 466 per cent
CXMT shares went bonkers on their Shanghai debut on Monday, briefly making the chipmaker China’s…
AI contracts look less certain than promised
The AI boom is being glued together by vast contracts that could peel apart the…
CXMT races Samsung and SK hynix to DDR6
CXMT wants DDR6 ready before Samsung and SK hynix can tighten their grip on the…
SK hynix mulls Korean bonds
SK hynix may park some of its ADR loot in Korean government debt as HBM…