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1.
Nothing CEO warns memory costs now exceed 50% of smartphone's hardware bill (techspot.com)
2.
AI Has Made Memory Chips More Valuable Than Oil (feeds.content.dowjones.io)
3.
Samsung chip workers vote to accept $340,000 average bonus, ending months-long strike threat — resentment over deal has slowed down Samsung foundry division (tomshardware.com)
4.
China Memory-Chip Maker CXMT Clears Shanghai Listing Review (feeds.content.dowjones.io)
5.
Samsung averts strike with $340,000 bonuses for semiconductor workers (techspot.com)
6.
SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks (cnbc.com)
7.
Micron hits $1 trillion market cap for the first time as stock surges 19% (cnbc.com)
8.
Micron hits $1 trillion market cap for the first time as stock surges 18% (cnbc.com)
9.
Samsung’s memory chip employees negotiated $340,000 bonuses this year (theverge.com)
10.
Seagate Sparks Memory Sell-Off As CEO Says It Would 'Take Too Long' To Build New Factories (slashdot.org)
11.
Memory makers brace for hydrogen fluoride pricing shock as Hormuz blockade impacts supply chain — key etching and cleaning material faces sharp cost increase amid trade disruption (tomshardware.com)
12.
Samsung is heading toward a strike that could impact global chip supplies and smartphones (feeds.feedburner.com)
13.
Samsung is heading towards a strike that could impact global chip supplies and smartphones (feeds.feedburner.com)
14.
Samsung has a tentative deal with workers to avoid a memory chip strike (theverge.com)
15.
Samsung workers set to strike at worst possible time (theverge.com)
16.
Seagate sparks memory sell-off as CEO says it would 'take too long' to build new factories (cnbc.com)
17.
This question saved Intel. Are you asking it? (feeds.feedburner.com)
18.
Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories (cnbc.com)
19.
Samsung meeting transcripts show memory workers offered incredible 607% bonus worth $477,000, while logic chip staff get as little as 50% — union says misbalance 'creates a retention crisis the company cannot afford' (tomshardware.com)
20.
'Biggest bottleneck in the AI buildup' fuels DRAM ETF to record (cnbc.com)
21.
‘The haters will hate’: Dan Ives predicts Nasdaq 30,000 as AI rally expands (cnbc.com)
22.
Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable (cnbc.com)
23.
Nintendo plunges 8% after Switch 2 price hike and weak sales forecast (cnbc.com)
24.
AI data center bans are rapidly multiplying across the US — 69 jurisdictions block new builds, with four moves noted as permanent (tomshardware.com)
25.
Nintendo hikes Switch 2 prices and expects console sales to decline as memory crunch bites (cnbc.com)
26.
AI boom pushes Samsung to $1T (techcrunch.com)
27.
Micron and Sandisk stocks are surging again this week: 2 reasons why memory chip makers are on the rise (feeds.feedburner.com)
28.
Skyrocketing component prices push Big Tech capex to record $725 billion — Microsoft alone attributes $25 billion of AI budget to increased memory and chip costs (tomshardware.com)
29.
As Tim Cook steps down, Apple hit record sales — but a chip shortage looms (techcrunch.com)
30.
Samsung Chip Profits Soar Amid the Tech World's RAM Shortages (cnet.com)
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