Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

REVEALED: 4 - The Real Truth

Micron CEO warns 'AI is in very early innings' and it will 'need more memory' — another ominous sign the RAM crisis isn't going anywhere

Micron has warned on the gravity of the RAM crisis, meaning that every major memory chip maker has now done so.

TechRadar

Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure

Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.

Tom’s Hardware

Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten

Samsung and SK hynix warn that severe AI-driven memory shortages could persist through 2027 as exploding HBM demand overwhelms supply, tightens the broader DRAM market, and fuels record profits

Tom’s Hardware

From analysis to the latest developments in health,
read the most diverse news in one place.

Complex that supplies 70% of global critical PCB base targeted in Iranian strike — attack could fracture the already disrupted electronics supply chain

Tom’s Hardware

Taiwan's stock market surpasses the UK's despite having less than a quarter of the UK's economy — AI boom propels Taiwan forward, TSMC alone accounts for more than 40% of Taiwan's total market value

Taiwan's stock market is now worth more than the United Kingdom's, in a shift driven almost entirely by the insatiable global appetite for AI chips.

Tom’s Hardware

Union rally causes Samsung fab production to plummet by 58% during night shift as workers demand up to $400,000 bonuses — updated figures show over 40,000 people attended rally for better pay and bonuses

Samsung's memory fab and contract chip foundry production for a single night-shift fell by up to 58% after a one-day strike. The union is gearing up for an extended 18-day labor action if company management refuses to meet their demands when it comes to pay and bonuses.

Tom’s Hardware

'Many employees are leaving for SK hynix': 40,000 Samsung workers are marching outside its factories to protest pay levels

'The compensation gap has become so wide that it's driving these moves.'

PC Gamer

Read news from The Economist, FT, and more,
with one subscription

More than 30,000 Samsung union members take to the streets to demand an average bonus of $400,000 per worker — May 21 strike date looms, union points to rival SK hynix granting higher bonuses to its employees

Workers at Samsung's largest chip fab staged a rally today, demanding higher pay and bonuses, comparing their compensation to what SK hynix offers its people.

Tom’s Hardware

Samsung, SK Hynix and TSMC Battle for AI Chip Supremacy in Asia as 2026 Race Intensifies

As artificial intelligence demand drives the global semiconductor industry toward a trillion-dollar scale in 2026, three Asian powerhouses — Taiwan's TSMC, South Korea's Samsung Electronics and SK Hynix — are locked in a high-stakes contest that will largely determine who controls the critical infrastructure powering the AI revolution.

International Business Times

Samsung employees protest and threaten strike, demanding share of profits amid AI boom

Record profits but angry workers: thousands of Samsung workers threatening strike over bonus dispute.

Euronews

Samsung faces mass strike threat as workers demand share of AI profits

Union officials claimed approximately 40,000 members participated in a protest

The Independent UK

KOSPI Soars to Record 6388 as Semiconductor Rally Defies Middle East Tensions

Gains were led by heavyweight technology names, particularly memory chip giants. SK Hynix soared more than 5 percent to top 1.2 million won per share for the first time, hitting the symbolic "1.2 million nix" milestone.

International Business Times

Every SK hynix employee could receive $477,000 bonuses this year, almost $900,000 next year — 35,000 workers reportedly set to benefit from share of $169 billion projected operating profit

SK hynix agreed last September to remove its previous bonus cap and allocate 10% of annual operating profit directly to employees as performance-based payouts.

Tom’s Hardware

$20,000 in 32GB RAM sticks saved from the dumpster are now worth a fortune — seventy-two DDR4-2666 ECC RDIMMs were about to turn into e-waste

A Redditor's dad saved 72 32GB HPE DDR4-2666 RDIMMs that were headed for the trash heap after their company upgraded their brand-new servers.

Tom’s Hardware

Get all your
news in one place.

100's of premium titles.
One news app.

Barchart

$2,600 for Sandisk Stock? Why the Bull Case at Evercore Forecasts a Whopping 191% Upside Potential.

The firm believes the memory supply shortage issue will continue to favor the company.

PC Gamer

China's YMTC is reportedly aiming to more than double its wafer production, which could eventually help put cheap gaming SSDs back on the menu

Paying over $160 for a basic 1 TB drive at the moment just feels like a fever dream.

PC Gamer

SK hynix's latest 321-layer QLC flash memory chips are ready to roll out, with Dell's PCs first in line to host the tiny SSDs

What's good for SK hynix and Dell isn't necessarily good for you. Yet.

PC Gamer

Google says its new algorithm reduces AI memory overhead by 6x which could be good news for the RAMpocalypse but bad news for Micron and co

Stock prices for the big three memory makers have already slid.

Get all your
news in one place.

100's of premium titles.
One news app.

MarketBeat

ASML’s $8B Deal: More Than a Purchase, It's a Prophecy

ASML's recent deal with a major memory chipmaker confirms its essential role in the accelerating, multi-year buildout of artificial intelligence hardware.

Tom’s Hardware

SK hynix places record $8 billion order for ASML EUV lithography machines — should pay for up to 30 EUV machines over two years, serving HBM and advanced DRAM production

SK hynix disclosed in a regulatory filing on Tuesday that it will purchase 11.9 trillion won ($7.9 billion) worth of EUV lithography equipment from ASML.

TechRadar

'The current shortage could continue until 2030, so we expect more than a 20% shortage of the wafers': SK Group chairman issues bleak warning on RAM crisis

We've had previous forecasts that the RAM crisis will continue through to 2028 — but 2030 is upping the ante worryingly here.

Tom’s Hardware

SK Group chairman says memory chip shortage will last until 2030 — wafer supply trails demand by 20%

SK Group chairman Chey Tae-won told reporters at Nvidia's GTC conference in San Jose on Monday that the global memory chip shortage is likely to persist for another four to five years.

Barchart

As Applied Materials Raises Its Dividend 15%, Should You Buy AMAT Stock?

Applied Materials' 15% dividend hike to $0.53 per share, backed by a forward payout ratio of under 19% and an 18% annualized growth rate over the past decade, signals a company confident enough in its AI memory and logic tool cycle to keep rewarding shareholders.

Tom’s Hardware

Qatar helium shutdown puts chip supply chain on a two-week clock — SK hynix forced to diversify after 30% of global supply removed from the market

QatarEnergy has not restarted helium production at its Ras Laffan complex nine days after Iranian drone strikes forced the facility offline.

PC Gamer

Memory prices could leap even higher as the supply of helium, crucial to making chips, is now impacted by the conflict in the Middle East

There's no quick fix to getting hold of ultra-pure helium, either.

1 … 3 4 5 6

People

Sanjay Mehrotra

52 stories

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.