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1.
AI boom pushes Samsung to $1T (techcrunch.com)
2.
Samsung crosses $1 trillion valuation as AI frenzy drives historic rally, lifting shares over 15% (cnbc.com)
3.
Samsung crossses $1 trillion valuation as AI frenzy drives historic rally, lifting shares over 15% (cnbc.com)
4.
AMD expects 20% decline in gaming revenue from 'higher memory and component costs' in the second half of the year — CEO Lisa Su warns of further memory crunch (tomshardware.com)
5.
DDR6 development begins as Samsung, SK Hynix, and Micron target 2028-2029 launch (techspot.com)
6.
AMD Ryzen AI Max+ PRO 495 APU could arrive with 192GB of unified memory — leaked PassMark benchmarks suggest modest update over Strix Halo (tomshardware.com)
7.
Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten (tomshardware.com)
8.
The RAM shortage could get even worse if Samsung labor protests cut production (theverge.com)
9.
Union rally causes Samsung fab production to plummet by 58% during night shift as workers demand up to $400,000 bonuses — updated figures show over 40,000 people attended rally for better pay and bonuses (tomshardware.com)
10.
Samsung workers threaten strike, demand share of $38 billion AI memory windfall (techspot.com)
11.
Labor unrest at Samsung may worsen memory chip supply issues (techcrunch.com)
12.
More than 30,000 Samsung union members take to the streets to demand an average bonus of $400,000 per worker — May 21 strike date looms, union points to rival SK hynix granting higher bonuses to its employees (tomshardware.com)
13.
SK Hynix posts record first-quarter profit, in line with estimates as memory prices climb (cnbc.com)
14.
AI boom drives SK Hynix to pay $477,000 bonus per employee (techspot.com)
15.
Every SK hynix employee could receive $477,000 bonuses this year, almost $900,000 next year — 35,000 workers reportedly set to benefit from share of $169 billion projected operating profit (tomshardware.com)
16.
Company discards 32GB server RAM sticks worth $20,000 (techspot.com)
17.
$20,000 in 32GB RAM sticks saved from the dumpster are now worth a fortune — seventy-two DDR4-2666 ECC RDIMMs were about to turn into e-waste (tomshardware.com)
18.
The RAM shortage could last years (news.ycombinator.com)
19.
The RAM shortage could last years (theverge.com)
20.
The AI RAM shortage is also driving up SSD prices (theverge.com)
21.
Micron stock sinks 10%, further cratering in post-earnings sell-off (cnbc.com)
22.
Memory chip giant SK hynix could help end ‘RAMmageddon’ with blockbuster US IPO (techcrunch.com)
23.
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)
24.
SK Hynix files confidentially for U.S. listing as it rides 'unprecedented growth' in memory market (cnbc.com)
25.
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)
26.
SK Hynix boss says the memory chip shortage is going to last until 2030 (techspot.com)
27.
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)
28.
The memory stock cycle of boom-bust-repeat is over, executives say (cnbc.com)
29.
The War on Iran Puts Global Chip Supplies and AI Expansion at Risk (wired.com)
30.
CXMT has been offering DDR4 chips at about half the prevailing market rate (news.ycombinator.com)
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