Chinese memory maker CXMT has started mass-producing chips built on its new G5 process, which shrinks the DRAM active-area half-pitch to 11.95nm through quadruple-patterning lithography and uses storage capacitors with a 45:1 depth-to-width ratio. The first products, 24Gb LPDDR5X chips offering 50% more capacity than CXMT's prior generation, are already shipping in two package formats and appearing in mainstream Chinese flagship smartphones.
Acer chairperson Jason Chen said PC prices will keep rising 5-20% through late 2025, plateau in early 2027, then start falling as memory chip supplies normalize sooner than manufacturers claim. He pushed back on suppliers like SK hynix and Adata, who warn shortages could persist until 2030 or beyond, arguing these companies are inflating fears to protect profit margins.
Reuters reports that SK Hynix, which supplies Apple with RAM and flash memory, is discussing a deal with Intel to produce chips at Intel's planned Ohio facility, potentially leasing part of the site. This would mark the first time the South Korean company manufactures memory chips on US soil, though sources say details remain unclear and nothing has been finalized.
SK Hynix is in talks with Intel about producing RAM chips in the United States, according to a Reuters report citing unnamed sources. Options under discussion include leasing space at Intel's planned Ohio plant or forming a joint venture, possibly with cloud-service providers involved, though SK Hynix says no final decisions have been made.
A global memory chip shortage is pushing smaller device makers like Fairphone, Jolla, and Framework to rethink product design, order chips months ahead, and test incoming shipments for counterfeits. Fairphone's CEO says memory now accounts for nearly 60% of the bill of materials on its roughly $400 phones, while SK Hynix's chief has warned the shortage could persist until 2030, peaking in severity around 2027.
SK hynix is reportedly discussing options with Intel for U.S.-based chip production, including leasing space at Intel's under-construction Ohio One facility or forming a joint venture involving Intel and AI hyperscalers seeking HBM supply. The talks come as SK hynix expands its Indiana HBM packaging plant following its $26.5 billion Nasdaq listing, though neither company has confirmed the discussions.
Reuters reported that SK Hynix is in early talks with Intel to produce memory chips in the United States, potentially through leasing space at Intel's Ohio plant or forming a joint venture involving cloud companies. Shares of both firms rose in premarket trading following the report, though sources cautioned no final decisions have been made.
SK Hynix is reportedly discussing options with Intel to produce memory chips in the US for the first time, possibly by leasing space at Intel's delayed Ohio fab or forming a joint venture involving cloud companies. SK Hynix has confirmed it is exploring new production sites but says no decisions have been made, and Intel declined to confirm details beyond ongoing investment in the Ohio project.
South Korean universities including Sogang, SKKU, Korea University and Hanyang University have launched 'contract departments' co-created with SK Hynix and Samsung Electronics, blending semiconductor and AI coursework with direct hiring pathways. Students in these programs, such as Sogang's System Semiconductor Engineering track, can receive guaranteed employment at SK Hynix upon graduation, while Samsung-linked programs like SKKU's Department of Intelligent Software require passing a separate company hiring process.
Global markets sold off Monday after Anthropic CEO Dario Amodei and other prominent tech figures publicly urged a slowdown in AI capability development. Chipmakers and hyperscalers bore the brunt: Samsung, SK Hynix, ASML, Nokia, Infineon, Micron, Intel and Nvidia all dropped sharply, while SoftBank fell 10% in Tokyo trading. The rout followed a heated online dispute sparked by a former Anthropic/OpenAI researcher's resignation over safety fears, which escalated when an Anthropic safety researcher estimated a greater than 10% chance AI could wipe out humanity within a decade.
Lenovo's Legion 9i Gen 10 pairs a 24-core Intel Core Ultra 9 290HX Plus with an RTX 5080 GPU capable of drawing up to 175W, 64GB of DDR5-4800 memory, a 2TB Gen 5 SSD, and a nearly 100Wh battery. The reviewer calls it the best laptop they've tested, noting it performs almost identically to a desktop PC despite weighing 7.7 pounds and requiring a bulky 400W charger.
OpenAI Korea's Harrison Kim disclosed that OpenAI and Samsung are collaborating on production and research for next-generation chips, though he gave no specifics on the chips or Samsung's exact role. He also revealed Samsung has become one of the largest global enterprise deployments of ChatGPT, with staff across multiple markets using it for research, marketing and sales.
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