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1.
South Korean memory giants Samsung and SK Hynix are set to announce massive deals with leading U.S. tech firms, report claims — Korean president arrives in Silicon Valley for meetings and high-profile AI summit (tomshardware.com)
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China's largest memory chipmaker sparks fears of a cash drain as it readies for public debut (cnbc.com)
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AI memory shortage is now increasing the price of cars — GM warns of vast cost increases, BYD hikes driver assistance prices 20% (tomshardware.com)
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Memory chip boss admits RAM prices are 'abnormally high' — SK Group chairman considering building a semiconductor plant in the US to expand supply, calm ‘chipflation’ (tomshardware.com)
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AI-driven memory crunch jolts India’s smartphone market (techcrunch.com)
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Lawmakers want US government to ban memory chips from China, even in allied supply chains — citing 'unacceptable risk' to national, economic, and supply chain security (tomshardware.com)
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New PC purchases see sharpest drop in nearly three years as memory and storage prices bite — shipments fall by 7%, analysts forecast 14% contraction that will hit budget laptops hard (tomshardware.com)
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Micron CEO: Customers driving hard bargain on price contributed to memory shortage (cnbc.com)
9.
Jim Cramer says the AI trade has shifted — and these stocks are leading now (cnbc.com)
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South Korea to spend $1T on more memory chip production and humanoid robots (news.ycombinator.com)
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South Korea to spend $1T on more memory chip production and humanoid robots (arstechnica.com)
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South Korean tech giants commit over $550B to ease ‘RAMageddon’ (techcrunch.com)
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South Korean tech giants commit over $550B to ease ‘ RAMageddon’ (techcrunch.com)
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South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support (tomshardware.com)
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When will Apple prices drop again? Maybe years, maybe never … (9to5mac.com)
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Apple may struggle to get clearance for Chinese RAM, even for Chinese iPhones (9to5mac.com)
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Apple reportedly lobbies Uncle Sam for access to Chinese memory chips — tech giant allegedly wants to buy from blacklisted CXMT (tomshardware.com)
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Commodore drops Callback flip phone by $100 by defaulting to recycled memory chips and unbundling the earphones — Callback 8020 drops to $399 as skyrocketing memory prices punish smartphone buyers (tomshardware.com)
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Apple is reportedly looking to buy chips from a US-blacklisted Chinese company (engadget.com)
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Apple asks Trump admin to approve Chinese RAM after product price increases (9to5mac.com)
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Micron sinks 6%, wrapping a wild week of trading that saw big swings (cnbc.com)
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Micron sinks as it looks to wrap a whipsaw week of trading (cnbc.com)
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Rise in memory chip costs puts pressure on retailers of laptops and smartphones (cnbc.com)
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All MacBooks and iPads hit with surprise price hikes - even the Neo wasn't safe (zdnet.com)
25.
Micron soars 15% after blockbuster earnings, lifting some chip stocks (cnbc.com)
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Micron is up 13% after blockbuster earnings, but has pulled back from highs (cnbc.com)
27.
Apple jacks up prices on its MacBooks and iPads - here's how much more you'll pay (zdnet.com)
28.
Micron is up 10% after blockbuster earnings, but has pulled back from highs (cnbc.com)
29.
Micron stock jumps 18% in premarket trading after blockbuster earnings (cnbc.com)
30.
Micron earnings, oil prices fall, the newest meme stock and more in Morning Squawk (cnbc.com)
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