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Games & Commerce

X raises API link-posting fee 1,900 percent, hitting automated accounts

X, formerly Twitter, has sharply raised the cost of posting links via third-party social media management tools, increasing the per-link fee for API posts to $0.20 from $0.01, a 20-fold jump. It also halted API support for follows, likes and quote posts. The changes are expected to hit services and accounts that post link-heavy content in volume. Techmeme has already shifted away from posting titles with links.

Industry

AI HBM capacity investment keeps general-purpose memory shortage until 2027

Global memory supply may meet only 60 percent of demand through 2027, as capacity additions focus on AI server high-bandwidth memory and lag fast-rising demand. New production lines are largely expected to come on stream in 2027 or 2028. Analysts see limited near-term output gains and rising price pressure, with DRAM and NAND contract prices forecast to jump in 2026. Higher memory costs are increasingly reflected in device manufacturing costs and broader pricing pressure.

Games & Commerce

Naver, Kakao set to post record first-quarter results led by commerce and ads

Naver and Kakao are expected to post record first-quarter results, driven by commerce and advertising. Naver’s revenue is forecast to rise 12.8 percent to 3.14 trillion won, with operating profit up 11 percent to 560.9 billion won, led by strong commerce growth. Kakao is expected to report revenue of 2.01 trillion won and operating profit of 179.5 billion won, up 70.3 percent, on KakaoTalk ad growth and efficiency moves.