EXPLAINED: 18 - The Real Truth

No console-flation: how the thirst for AI chips is sending games console prices soaring

AI data centres, memory scarcity and factory capacity are costing consumers –and console makers

The Guardian - UK · Jul 1

Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risks

South Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This ambitious expansion, backed by the government, aims to solidify South Korea's global semiconductor leadership. While current shortages drive optimism, experts warn of potential oversupply if AI spending falters,…

The Economic Times · Jul 1

Micron and Other Memory Makers Are Being Sued Over Price Fixing Claims. This Is Nothing More Than Headline Risk for MU Stock.

Micron Technology, along with Samsung and SK Hynix, faces a class-action lawsuit alleging collusion to fix DRAM prices by restricting production of older chips while focusing on high-bandwidth memory for AI.

Barchart · Jun 30

World's three largest memory chipmakers sued in US over DRAM supply shift to AI memory

A class-action lawsuit has been filed in the US against Samsung, SK hynix, and Micron, accusing them of restricting traditional DRAM supply to prioritize AI-focused memory. Plaintiffs claim this led to price hikes for consumer electronics. However, experts are skeptical, noting the industry-wide shift to AI chips is a documented…

The Economic Times · Jun 30

Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle

South Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While aiming to boost national capacity, analysts warn of potential oversupply risks if AI spending slows. The companies are accelerating fab construction, but much of the new…

The Economic Times · Jun 30

Global Markets: S.Korean shares log best quarter in nearly 30 years on chipmaker rally

South Korean stocks celebrated their best quarter in almost three decades, driven by a phenomenal surge in chipmakers. The KOSPI index soared, with tech giants Samsung Electronics and SK Hynix posting impressive gains, fueled by a new government strategy for semiconductor and AI investments. Despite some volatility, the market's performance…

The Economic Times · Jun 30

Asian shares mostly higher tracking Wall Street gains and oil stabilizes

Asian shares are mostly higher tracking Wall Street gains, with South Korea's stock market, rebounding after earlier sharp losses on a tech sell-off

The Independent UK · Jun 30

Samsung, SK Group To Unveil Investment Plan Worth Hundreds Of Billions To Boost AI And Chip Production

South Korea is accelerating investments in semiconductors and artificial intelligence as governments worldwide race to secure critical technology supply chains amid geopolitical tensions and growing competition.

International Business Times · Jun 29

Memory crisis heads to court: Class-action lawsuit calls Samsung, SK Hynix, and Micron DRAM market 'oligopolists', alleging anticompetitive behavior

'No outsider can expand output to undercut them.'

PC Gamer · Jun 29

"A distorted market crippled by the behavior of DRAM oligopolists": A new lawsuit is going after RAM makers for their alleged price and supply fixing

Samsung, SK hynix, and Micron control roughly 90% of the world's DRAM supply. A new lawsuit alleges that the oligopoly has been fixing supply and prices, leading to spiking prices across the broad tech market. Here's what you need to know.

Windows Central · Jun 29