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RARE PHOTOS: 5 | Vintage Vibes

EXCLUSIVE: The Memory Bottleneck Is Set To Persist Until 2028, Expert Says

The artificial intelligence boom has created a strange problem for the memory industry. While companies build more capacity — Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron Technology Inc. (NASDAQ:MU) are all expanding production — the supply relief investors are waiting for may still be almost two…

It won't fix the RAM crisis, but CXMT is poised to bring back mass-market DRAM production and gaming laptop brands are interested

It won't fix the RAM crisis, but CXMT is poised to bring back mass-market DRAM production and gaming laptop brands are interested

CXMT has seen massive growth by filling the mass-market hole left by the memory Big Three, and now gaming laptop brands want in.

Chinese RAM is reportedly landing in laptops from HP, Asus and Acer but it won't change the memory crisis overnight

Chinese RAM is reportedly landing in laptops from HP, Asus and Acer but it won't change the memory crisis overnight

CXMT is having a big couple of months.

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Global Market: China stocks hit one-week high as chip rally offsets optical module slump

Chinese equities climbed to a one-week high, led by semiconductor stocks, while Hong Kong shares edged higher. Improving global risk sentiment amid easing Middle East tensions also supported markets. Chip stocks gained after reports that Samsung Electronics and SK Hynix are evaluating Chinese chipmaking equipment to reduce exposure to potential…

The Economic Times

South Korea’s Kospi climbs 5%, extending two-day rebound: 3 reasons fueling the rally after July selloff

South Korea's KOSPI surged over 5% on Wednesday, extending its two-day recovery to 7% following a heavy July selloff. The rally was fueled by record highs on Wall Street led by AI earnings, easing oil prices amid US-Iran peace deal talks, and strong fundamental demand for semiconductor giants like Samsung.

The Economic Times

Samsung, SK Hynix test Chinese chip tools as hedge against US risks

The memory chipmakers began testing AMEC etching equipment about two years ago, when uncertainty was mounting over whether Washington would continue allowing them to import U.S. chipmaking tools into China, two of the sources said.

The Economic Times

SK Hynix rises 5% as brokerages launch coverage with bullish ratings

SK Hynix shares jumped five percent as brokerages began coverage with positive assessments, spurred by the company's strong position within the artificial intelligence memory sector. Although there was a recent dip, the U.S. listing enhances global investor accessibility. Despite reporting record quarterly profits, shipment delays caused a miss on analyst…

The Economic Times

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NAND and HBM have been merged into a dorky megazord for datacenters by Sandisk and SK hynix

NAND and HBM have been merged into a dorky megazord for datacenters by Sandisk and SK hynix

I struggle to think of news less deserving of that sick guitar riff.

New HBF spec outlines tech that can give GPUs terabytes of extra memory — Sandisk and SK hynix unveil spec with up to 16-Hi NAND stacks, 3 TB/s bandwidth, UCIe

New HBF spec outlines tech that can give GPUs terabytes of extra memory — Sandisk and SK hynix unveil spec with up to 16-Hi NAND stacks, 3 TB/s bandwidth, UCIe

Sandisk and SK hynix formally introduce HBF specification that promises up to 3 TB/s of bandwidth eventually, though only four companies are currently interested in the technology.

Tom’s Hardware

How four Asian economies are positioning themselves for the AI age

How four Asian economies are positioning themselves for the AI age

The global AI race is usually portrayed as a contest between the US and China. But another story is unfolding across east Asia, where countries such as Taiwan, South Korea, Japan and Vietnam are looking to command key parts of the AI value chain.

The Conversation

Three major PC makers now using Chinese memory to fight 'unprecedented memory shortage,' report claims — HP, Asus, and Acer using 'small amounts' of CXMT chips in limited number of notebooks for non-US market

Three major PC makers now using Chinese memory to fight 'unprecedented memory shortage,' report claims — HP, Asus, and Acer using 'small amounts' of CXMT chips in limited number of notebooks for non-US market

A new report claims that HP, Asus, and Acer have started to use a small amount of CXMT memory chips in notebooks for non-US markets.

Tom’s Hardware

Global Market: South Korean shares slip nearly 2% as AI spending worries overshadow softer inflation

Global Market: South Korean shares slip nearly 2% as AI spending worries overshadow softer inflation

South Korean shares fell nearly 2% on Tuesday as renewed concerns over AI-related spending and heavy selling in semiconductor stocks overshadowed softer-than-expected inflation. Samsung Electronics and SK Hynix led losses, while easing consumer prices and foreign investor buying failed to lift overall market sentiment.

The Economic Times

The AI race isn’t about models, it’s about infrastructure—and the U.S. is still far ahead

The AI race isn’t about models, it’s about infrastructure—and the U.S. is still far ahead

So long as the U.S. controls the underlying infrastructure that enables AI ecosystems, it will stay dominant.

'Prof G' Scott Galloway Says Korean KOSPI Crash Shows Investors 'Mistake Leverage for IQ'

'Prof G' Scott Galloway Says Korean KOSPI Crash Shows Investors 'Mistake Leverage for IQ'

Retail investors have laid funeral wreaths outside South Korea’s National Assembly after leveraged ETFs tied to the country’s two largest chipmakers magnified losses in a historic market rout.

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International Business Times

A Former OpenAI Employee Built A $45 Billion Fortune From AI. Then A Hedge Fund Selloff Wiped Out Most of Its Value.

Situational Awareness ultimately sold its public equity holdings, including stakes in companies such as SK Hynix and CoreWeave, to Citadel at a discount after facing mounting margin pressure.

The Economic Times

Global investors rebuild positions in South Korean stocks after volatile July

Global investors are returning to South Korean equities after a sharp leverage-driven selloff, with renewed buying in semiconductor stocks such as Samsung Electronics and SK Hynix. While volatility persists, easing deleveraging, lower short interest and resilient AI-driven chip demand are improving sentiment toward the country's technology-heavy stock market.

The Economic Times

Kospi slumps 5% after record-breaking 18% surge. What’s ahead for South Korea’s seesaw-like stock market?

South Korea's Kospi plunged more than 5% on Monday after surging a record 18% in the previous session, as renewed selling in heavyweight chipmakers and leveraged ETF-related volatility rattled investors. While analysts expect near-term turbulence to persist, they believe easing foreign selling and corporate shareholder returns could support the market's…

DRAM ETF Sinks Nearly 32% as Margin Calls Hit Memory Stock Investors: Charlie Bilello Warns 'That Almost Never Ends Well'

The Roundhill Memory ETF (BATS:DRAM) has plunged nearly 32% in July as a wave of margin calls strikes over-leveraged memory stock investors.

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KOSPI Extends Historic Selloff After Worst Month Since 2008 as Samsung, SK Hynix Tumble Nearly 8%

South Korea’s benchmark KOSPI index plunged more than 4% on Monday, extending a historic selloff as panic over artificial intelligence (AI) valuations overshadowed geopolitical relief.

The Independent UK

Asian stocks are mixed as yen jumps against the dollar, while oil prices

Asian shares are mixed after the U.S. and Japan confirmed they had acted to prop up the value of the Japanese yen against the U.S. dollar

SanDisk Stock is Down 50% From the YTD High: Will Earnings Spark a Rebound?

SanDisk (NASDAQ:SNDK) shares have plunged roughly 50% from their peak this year as the memory chip sector has come under intense selling pressure. The Roundhill Memory ETF (CBOE: DRAM), a benchmark for the industry, has also retreated about 40% from its year-to-date high.

CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’

Experts say shortages are forcing companies to explore Chinese chip supplies, yet adoption is still likely to be selective and politically contested.

The Guardian - UK

Stock market turmoil sheds stark light on the opaque AI economy

Investors scramble to make sense of a shock Chinese challenge to the dominance of western chipmakers

$10 billion startup gets SK Hynix backing to build a transformer that does just one thing but exceedingly well

Etched secured SK Hynix backing at a $10.3 billion valuation while expanding custom AI inference hardware using Low Voltage Inference technology.

SK Hynix, Meta, Apple, and More: 5 Stocks Investors Couldn't Stop Buzzing About this Week

Retail investors talked up five hot stocks during the week (July 27 to July 31) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow.

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