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181.
The AI RAM shortage is also driving up SSD prices (theverge.com)
182.
Micron stock sinks 10%, further cratering in post-earnings sell-off (cnbc.com)
183.
Memory chip giant SK hynix could help end ‘RAMmageddon’ with blockbuster US IPO (techcrunch.com)
184.
Micron's $24 billion Singapore fab could need 500 transformers, more than double the output of any single manufacturer — heavy electrical infrastructure the latest AI buildout bottleneck (tomshardware.com)
185.
SK Hynix files confidentially for U.S. listing as it rides 'unprecedented growth' in memory market (cnbc.com)
186.
SK hynix places record $8 billion order for ASML EUV lithography machines — should pay for up to 30 EUV machines over two years, serving HBM and advanced DRAM production (tomshardware.com)
187.
SK Hynix boss says the memory chip shortage is going to last until 2030 (techspot.com)
188.
Qatar helium shutdown puts chip supply chain on a two-week clock — SK hynix forced to diversify after 30% of global supply removed from the market (tomshardware.com)
189.
The memory stock cycle of boom-bust-repeat is over, executives say (cnbc.com)
190.
The War on Iran Puts Global Chip Supplies and AI Expansion at Risk (wired.com)
191.
CXMT has been offering DDR4 chips at about half the prevailing market rate (news.ycombinator.com)
192.
Samsung and SK hynix shorten memory contracts as pricing power shifts back to suppliers — both companies now at 40-50% operating margins (tomshardware.com)
193.
Samsung, SK Hynix, and Micron team up to block memory hoarding — prices might rise faster, but it could help encourage increased supply long term (tomshardware.com)
194.
Microsoft's Maia AI chip ambitions might include an exclusive SK Hynix HBM3e memory deal (techspot.com)
195.
SK Hynix overtakes Samsung in annual profit for the first time as AI reshapes rivalry (cnbc.com)
196.
SK Hynix doubles profit in 2025 as memory shortages drive earnings beat (cnbc.com)
197.
SK hynix invests $10 billion in creating a U.S.-based 'AI solutions' company — company to restructure California-based Solidigm enterprise SSD brand to bolster American investments (tomshardware.com)
198.
SK Hynix pops 5% as it doubles profit in 2025 driven by the AI memory shortage (cnbc.com)
199.
South Korea's SK Hynix to establish a special ‘AI Company’ in the U.S. (cnbc.com)
200.
SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat (cnbc.com)
201.
High-bandwidth flash progress and future (news.ycombinator.com)
202.
SK hynix to spend $13 billion on the world's largest HBM memory assembly plant amid the worst shortage on record — South Korea facility to handle packaging and testing for AI memory campus (tomshardware.com)
203.
SK Hynix doubles down on high-bandwidth memory with $12.9 billion packaging plant (techspot.com)
204.
SK hynix shows 16-Hi HBM4 memory for AI accelerators — 48 GB at 10 GT/s over a 2,048 interface (tomshardware.com)
205.
SK Hynix to invest $13 billion in new plant amid memory chip shortage (cnbc.com)
206.
Samsung and SK Hynix are jacking up DRAM prices by as much as 70 percent (techspot.com)
207.
Samsung pushes HBM4 as it battles SK Hynix for AI memory dominance (techspot.com)
208.
China DRAM Maker CXMT Targets $4.2B IPO as It Takes on Samsung, SK Hynix, Micron (news.ycombinator.com)
209.
U.S. allows TSMC to import chipmaking equipment to its China fabs — Samsung, SK hynix likewise receive go signal from Commerce Department (tomshardware.com)
210.
SK hynix to build first U.S. packaging plant for HBM — plugs critical hole in U.S. supply chain, $3.9B investment challenges TSMC and reshapes AI supply chains (tomshardware.com)
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