Topic
11 posts tagged “Memory”.
Kurumi · · 6 min read South Korea's chip exports jumped 209% in August 2026 to a record $46.65B — nearly half of all exports — as hyperscaler AI spending drove demand.
Chisato · · 5 min read Samsung detailed LPDDR5X-PIM at Hot Chips 2026 — a drop-in DRAM that runs AI math inside memory, claiming roughly 3x token throughput and 8x PIM bandwidth.
Kurumi · · 5 min read Amazon quietly hiked Echo, Kindle, Fire TV and eero prices by up to 60%, blaming surging memory and storage costs driven by the AI data-center boom.
Kurumi · · 6 min read Micron closed above $1,000 for the first time as SanDisk, Western Digital and chip-equipment makers rallied on surging HBM and DRAM demand.
Kurumi · · 5 min read The KOSPI jumped 3.7% as Samsung rose 6.7% and SK Hynix 5.5%, powered by a Temasek investment report, shareholder-return hopes and fading AI capex fears.
Kurumi · · 4 min read Facing an AI-driven DRAM shortage, HP, Asus and Acer have begun using China's CXMT memory in some notebooks. Why the memory crunch is reshaping the PC supply chain.
Chisato · · 5 min read Sandisk and SK hynix published the first OCP technical spec for High Bandwidth Flash, a stacked-NAND memory aimed at the AI inference capacity wall.
Kurumi · · 5 min read South Korea's July exports rose 62.8% to $98.89B, the second-highest ever, as chip shipments jumped 179% on AI memory demand, trade ministry data showed.
Kurumi · · 6 min read South Korea's KOSPI triggered back-to-back circuit breakers and memory names shed 30% as the AI memory trade unwound — even with record earnings and rising prices.
Kurumi · · 6 min read Samsung and SK Hynix signed roughly $950 billion in chip-supply deals with US tech giants including Nvidia at Korea's San Francisco AI summit. The breakdown.
Chisato · · 4 min read Nvidia and SK Group unveiled a $500B+ AI partnership locking in SK Hynix HBM4 supply and a 2GW AI factory in Korea. Here are the details and what to watch.
