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Industry
SK hynix to invest 54 trillion won in Yongin, Cheongju to expand DRAM and NAND fabs
SK hynix will build two new chip fabrication plants in Yongin and Cheongju and invest about 54 trillion won, after a board resolution on Aug. 7. It plans 35.2 trillion won for Yongin Y2 and 19.1 trillion won for Cheongju M17. Yongin will be a DRAM base and Cheongju a NAND base. The company said it decided after closely reviewing demand and will phase spending through 2031.
Industry
RAM price surge rattles Big Tech as Microsoft drops 32GB recommendation, Apple faces sourcing squeeze
A global surge in memory prices is reshaping PC operating-system strategy and device component sourcing. Microsoft has effectively withdrawn guidance recommending 32GB of RAM for high-performance PCs and is working to optimise Windows 11 to run smoothly with 8GB. Apple is also affected, facing difficulties securing mobile DRAM for next-generation iPhone and MacBook models. Talks with China’s CXMT reportedly stalled over pricing as memory shortages spread across PC and smartphone markets.
Industry
HP, Asus start using China\'s CXMT DRAM amid AI-driven shortages
Global PC makers have started using DRAM from China’s ChangXin Memory Technologies (CXMT) in some laptops after completing qualification checks, though volumes remain limited and products are not sold in the United States, the report said. Executives and supply-chain managers cited tight DRAM supply and dependence on Samsung Electronics, SK Hynix and Micron. Spot RAM prices rose more than 400 percent in 12 months, pressuring PCs and smartphones and prompting price rises and shipment cuts.
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Industry
Samsung Electronics unveils first 400-plus-layer V10 BV-NAND
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Games & Commerce
Sony says it has secured memory to meet PS5 sales target, maintains profitability plan
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Industry
Semiconductor fab buildout accelerates, power grid supply a variable
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Industry
Memory prices at $45 drive 178.8% jump in semiconductor exports
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Industry
Samsung Electronics posts loss at smartphone and TV units as memory prices rise
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Industry
Samsung Electronics\' chip unit makes up 99.7 percent of company operating profit
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Industry
Samsung memory to lock in future results with contracts, not market cycle
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Industry
U.S. Senate issues ultimatum to Apple to pledge not to use Chinese memory chips
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Industry
Samsung Electronics posts record Q2 operating profit, up 1,814 percent year on year
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Industry
SK Hynix shares slide despite record results
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Industry
SK Hynix wraps up LTA talks with about 10 customers including core clients, negotiating 2027 volumes and prices
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Industry
SK Hynix posts 118 percent net margin, says customers still seeking more supply
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Industry
SK Hynix Q2 operating profit 60.5 trillion won, up 557 percent on year
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Industry
AI bottleneck shifts to servers, pushing faster eSSD testing
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Industry
CXMT overtakes Intel in market cap on first day of listing; HBM is key bet to challenge Samsung, SK