SK Hynix reported Q3 2026 revenue of 104.6 trillion won ($78 billion), up 32% from the prior quarter, with operating profit of 83.3 trillion won and net profit of 39.8 trillion won, marking the first time it has topped 100 trillion won in quarterly revenue. The company credited surging DDR5 server memory sales, early HBM4 shipments, and growing NAND demand, and said it expects memory shortages driven by AI infrastructure buildout to continue for years.
techspot.com
· 2026-10-29
Nikkei Asia reports that HP, Asus, and Acer have returned portions of their manufacturing capacity to China after years of diversifying elsewhere, as AI-driven memory shortages pushed memory prices up roughly 500% in a year. Rather than using established partners like Foxconn, which have shifted focus to AI data centers, the PC makers are contracting with smaller Chinese manufacturers such as Luxshare, Huaqin Technology, and Longcheer Technology.
tomshardware.com
· 2026-10-28
IDC reports smartphone shipments dropped 22% in the September quarter, the steepest decline the research firm has tracked, as manufacturers raised prices and cut cheaper models. IDC attributes the surge to memory chip prices rising roughly 350% over the past year amid heavy demand from AI companies.
fastcompany.com
· 2026-10-16
A Reddit user posted photos showing Japanese retail prices for Nvidia RTX 50-series graphics cards running 5.66% to 41.1% higher than equivalent Amazon US listings, with the RTX 5060 Ti 8GB showing the steepest markup. The comparison, converted at current exchange rates, found RTX 5080 cards averaging a 12.71% premium over US pre-tax prices, with the gap narrowing to under 4% when an 8.5% US sales tax is factored in. Notably, the RTX 5090 was absent from the Japanese listings entirely.
tomshardware.com
· 2026-10-14
Analysts at Morgan Stanley, JPMorgan, and TrendForce report that legacy memory types like NOR flash and SLC NAND are facing severe supply shortages as manufacturers redirect production capacity toward more profitable HBM and DRAM chips driven by AI demand. Contract prices for both chip types have already more than doubled in the first half of 2026, with SLC NAND expected to rise another 120-170% in the second half.
tomshardware.com
· 2026-09-18
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