Browsing: memory

Technology

SK Hynix Reports First Quarter Revenue Up 198% YoY to ~$35.55 Billion, from ~$36.2 Billion Est., and Operating Profit Up 405% YoY to ~$25.4 Billion, from ~$25.6 Billion Est., as Memory Prices Rise (Dylan Butts/CNBC)

By Stacey D. WallsApril 22, 2026

Dylan Butts / CNBC: SK Hynix Reports First Quarter Revenue Up 198% YoY to ~$35.55 Billion, from ~$36.2 Billion Est.,…

Technology

Sources: the brilliant "26" in Apple’s WWDC invite, it teases a revamped Siri, memory shortages could push Mac Studio and hit MacBook Pro launches by a few months (Mark Gurman/Bloomberg)

By Stacey D. WallsApril 19, 2026

Mark Gurman / Bloomberg: Sources: Shiny ’26’ in Apple’s WWDC invite teases a revamped Siri, memory shortages could push back…

Technology

Global DRAM supply is expected to meet only 60% of demand through 2027; memory will reach around 40% of low-end smartphone manufacturing costs by mid-2026, up from 20% currently (Nikkei Asia)

By Stacey D. WallsApril 18, 2026

Featured Podcasts Big Tech Podcast: Jensen on the ropes, Sam Altman conflicts, Allbirds GPU pivot The Big Technology Podcast takes…

Technology

OpenAI updates its Codex desktop app with features like computer control, an in-app browser, image generation, automation memory, plugin support, and more. (David Gewirtz/ZDNET)

By Stacey D. WallsApril 16, 2026

Featured Podcasts Uncapped with Jack Altman: Max Mullen of Instacart Conversations with people I admire about things that really interest…

Technology

Analysts and researchers say Google’s TurboQuant compression algorithm intended to make LLMs more efficient is more likely to increase demand for memory chips than reduce it (Daniel Tudor/Financial Times)

By Stacey D. WallsApril 12, 2026

Featured Podcasts Big Tech Podcast: The dilemma of the Anthropic myth, violence against AI, Tokenmaxxing at Meta The Big Technology…

Technology

South Korean memory chipmakers have sufficient helium stocks until at least June, and a South Korean minister has ruled out any supply disruptions in the first half of 2026 (Reuters)

By Stacey D. WallsMarch 31, 2026

Featured Podcasts Tools and Weapons with Brad Smith: Ryan Roslansky: Turning AI anxiety into skills for the future of work…

Technology

Taiwanese memory chip maker Nanya raised $2.5 billion in private placement from Sandisk, SK Hynix’s Solidigm, Cisco and Kioxia to expand advanced chip production (Reuters)

By Stacey D. WallsMarch 28, 2026

Featured Podcasts Big Tech Podcast: Why OpenAI killed Sora, did Apple just save Siri?, Meta’s big loss The Big Technology…

Technology

Sony Japan is temporarily suspending order fulfillment for almost all of its CFexpress and SD memory card product lines due to SSD memory shortage (Jaron Schneider/PetaPixel)

By Stacey D. WallsMarch 27, 2026

Jaron Schneider / PetaPixel: Sony Japan temporarily suspends order fulfillment for almost all of its CFexpress and SD memory card…

Technology

U.S. memory chip stocks lost about $100 billion in market value this week, led by Micron’s 15% decline, after Google Research detailed its TurboQuant compression algorithm (Financial Times)

By Stacey D. WallsMarch 27, 2026

Financial Times: U.S. memory chip stocks lost about $100 billion in market value this week, led by Micron’s 15% decline,…

Technology

An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks when scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)

By Stacey D. WallsMarch 14, 2026

Featured Podcasts Big Tech Podcast: AI Backlash Intensifies, Nvidia GTC Preview, Embarrassing Meta Delay The Big Technology Podcast takes you…

ASEAN, China unlikely to finalize South China Sea Code of Conduct at next summit – Radio Free Asia

Heat maps show North Korea’s largest greenhouse at less than half capacity – Radio Free Asia

Balikatan 2026 exercises will highlight Manila’s ‘more active defense posture’ – Radio Free Asia

North Korean agents use fake identities to apply for tech jobs – Radio Free Asia

Award-winning Burmese journalist Shin Daewe released from prison – Radio Free Asia

Lp(a) drugs from Novartis, Amgen and Eli Lilly aim to prevent heart attacks

The stock falls following weak sales

OpenAI partners with Customers Bank to automate finance

Generation X is driving beauty sales

The clock is ticking for Spirit Airlines as bondholders weigh in on Trump bailout

Melania Trump slides down and tries to get Jimmy Kimmel fired

White House Correspondents’ Shooter’s Dinner Changes Nothing

Many Americans don’t care about Trump’s third assassination attempt

Jamie Raskin crushes Dana Bash’s efforts to blame Democrats for WHCD attacker

Trump brags about crowd size after someone tries to shoot up WHCD

Have I been pwned: ShinyHunters’ ADT breach exposed personal data of 5.5 million people; ADT has already disclosed data breaches in August 2024 and October 2024 (Sergiu Gatlan/BleepingComputer)

Kashable, which allows businesses to offer "socially responsible" credit and financial wellness programs for employees as a voluntary benefit, raised $60 million Series C (Mary Ann Azevedo/Crunchbase News)

Microsoft and OpenAI amend their agreement to allow OpenAI to offer all its products on any cloud provider; Microsoft will no longer pay revenue share to OpenAI (OpenAI)

By the end of 2025, 79 of the 500 software companies tracked, including HubSpot, Adobe and Salesforce, had adopted usage-based AI fees, more than double from 2024 (The News)

Sources detail Microsoft’s “Windows K2,” an ongoing initiative aimed at addressing Windows 11 users’ top complaints about AI features, OS bloat, performance, and more. (Zac Bowden/Windows Central)

Browsing: memory

SK Hynix Reports First Quarter Revenue Up 198% YoY to ~$35.55 Billion, from ~$36.2 Billion Est., and Operating Profit Up 405% YoY to ~$25.4 Billion, from ~$25.6 Billion Est., as Memory Prices Rise (Dylan Butts/CNBC)

Sources: the brilliant "26" in Apple’s WWDC invite, it teases a revamped Siri, memory shortages could push Mac Studio and hit MacBook Pro launches by a few months (Mark Gurman/Bloomberg)

Global DRAM supply is expected to meet only 60% of demand through 2027; memory will reach around 40% of low-end smartphone manufacturing costs by mid-2026, up from 20% currently (Nikkei Asia)

OpenAI updates its Codex desktop app with features like computer control, an in-app browser, image generation, automation memory, plugin support, and more. (David Gewirtz/ZDNET)

Analysts and researchers say Google’s TurboQuant compression algorithm intended to make LLMs more efficient is more likely to increase demand for memory chips than reduce it (Daniel Tudor/Financial Times)

South Korean memory chipmakers have sufficient helium stocks until at least June, and a South Korean minister has ruled out any supply disruptions in the first half of 2026 (Reuters)

Taiwanese memory chip maker Nanya raised $2.5 billion in private placement from Sandisk, SK Hynix’s Solidigm, Cisco and Kioxia to expand advanced chip production (Reuters)

Sony Japan is temporarily suspending order fulfillment for almost all of its CFexpress and SD memory card product lines due to SSD memory shortage (Jaron Schneider/PetaPixel)

U.S. memory chip stocks lost about $100 billion in market value this week, led by Micron’s 15% decline, after Google Research detailed its TurboQuant compression algorithm (Financial Times)

An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks when scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)