Browsing: memory

Technology

Memory chip suppliers say CXMT’s DDR5 prices match those of Samsung, SK Hynix and Micron, and that they have a supply advantage in customer markets because they don’t prioritize HBM (Hassan Mujtaba/Wccftech)

By Stacey D. WallsJune 7, 2026

Hassan Mujtaba / Wccftech: Memory chip suppliers say CXMT’s DDR5 prices match those of Samsung, SK Hynix and Micron, and…

Technology

Chey Tae-won, president of SK Hynix, said the company plans to double the capacity of its memory chips over the next five years, in response to a shortage that could last until 2030 (Debby Wu/Bloomberg)

By Stacey D. WallsJune 2, 2026

Featured Podcasts Training data: Know what your customers want, every time: Alfred Wahlforss of Listen Labs Sequoia Capital partners host…

Technology

Memory chipmakers are leveraging their newfound power to strike long-term deals, a move intended to reshape the industry’s business model and stabilize prices (Dan Gallagher/Wall Street Journal)

By Stacey D. WallsMay 30, 2026

Featured Podcasts Big Tech Podcast: Harbing Signs of AI Boom, Anthropic Passes OpenAI, Robinhood AI Trading The Big Technology Podcast…

Technology

Lenovo’s stock is up 105% in May, marking its biggest monthly gain since 1999, after earnings showed AI-related revenue helped offset rising memory costs (Bloomberg)

By Stacey D. WallsMay 29, 2026

Bloomberg: Lenovo’s stock rose 105% in May, marking its biggest monthly gain since 1999, after results showed that AI-related revenue…

Technology

Shanghai Stock Exchange says memory maker CXMT has cleared the exchange’s Nasdaq-like STAR Board for review in what could be China’s largest IPO in 2026 (Wall Street Journal)

By Stacey D. WallsMay 27, 2026

Wall Street Journal: The Shanghai Stock Exchange said memory maker CXMT had cleared the Nasdaq-like STAR Board for review in…

Technology

Micron hit a market value of $1 trillion for the first time on Tuesday as shares jumped 19%, driven by demand for its memory chips in the AI race (Samantha Subin/CNBC)

By Stacey D. WallsMay 26, 2026

Samantha Subin / CNBC: Micron hit a market value of $1 trillion for the first time on Tuesday as shares…

Technology

PC motherboard sales expected to fall more than 25% year-over-year in 2026 as PC users delay upgrades due to AI-driven surges in memory, storage and CPU prices (Jowi Morales/Tom’s Hardware)

By Stacey D. WallsMay 9, 2026

Featured Podcasts Big Tech Podcast: The unlikely marriage of Anthropic and SpaceX, the revelations of the OpenAI trial, the AI…

Technology

Nintendo’s stock price has fallen about 45% since August 2025 as rising memory chip costs spark investor concerns about Switch 2 profit margins (David Keohane/Financial Times)

By Stacey D. WallsMay 3, 2026

David Keohane / Financial Times: Nintendo’s stock price has fallen about 45% since August 2025, as rising memory chip costs…

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…

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Trump’s lawsuit against the BBC massively backfired

Meta invests $115 million in workforce academy, free 5-week program to train Americans to build data centers, offering job guarantees on Meta construction sites (Wall Street Journal)

Apple announces a new Foundation Models framework for developers, a new Core AI framework, and a set of Xcode improvements aimed at agent coding workflows (Hartley Charlton/MacRumors)

Former OpenAI researcher Leopold Aschenbrenner’s AI-focused hedge fund, Situational Awareness, has more than $20 billion in assets under management, after launching less than two years ago (Peter Rudegeair/Wall Street Journal)

Google recently placed an order with Intel to manufacture more than 3 million TPUs in 2028; Nvidia tests Intel technology for new processor, conducts 18A trials (Qianer Liu/The Information)

British Prime Minister Keir Starmer said tech companies must introduce safety measures on children’s phones to stop them sharing nude images or face laws forcing them to do so (Reuters)

Browsing: memory

Memory chip suppliers say CXMT’s DDR5 prices match those of Samsung, SK Hynix and Micron, and that they have a supply advantage in customer markets because they don’t prioritize HBM (Hassan Mujtaba/Wccftech)

Chey Tae-won, president of SK Hynix, said the company plans to double the capacity of its memory chips over the next five years, in response to a shortage that could last until 2030 (Debby Wu/Bloomberg)

Memory chipmakers are leveraging their newfound power to strike long-term deals, a move intended to reshape the industry’s business model and stabilize prices (Dan Gallagher/Wall Street Journal)

Lenovo’s stock is up 105% in May, marking its biggest monthly gain since 1999, after earnings showed AI-related revenue helped offset rising memory costs (Bloomberg)

Shanghai Stock Exchange says memory maker CXMT has cleared the exchange’s Nasdaq-like STAR Board for review in what could be China’s largest IPO in 2026 (Wall Street Journal)

Micron hit a market value of $1 trillion for the first time on Tuesday as shares jumped 19%, driven by demand for its memory chips in the AI race (Samantha Subin/CNBC)

PC motherboard sales expected to fall more than 25% year-over-year in 2026 as PC users delay upgrades due to AI-driven surges in memory, storage and CPU prices (Jowi Morales/Tom’s Hardware)

Nintendo’s stock price has fallen about 45% since August 2025 as rising memory chip costs spark investor concerns about Switch 2 profit margins (David Keohane/Financial Times)

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)