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MYSTERIOUS: 8 | Mind Blowing Facts

AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade

As flash demand climbs and legacy DRAM supply lags, memory prices are rising across the board. Meanwhile, nearline HDD shortages are forcing hyperscalers to accelerate the adoption of QLC SSDs for roles once gated by cost, tightening both ends of the storage market.

Tom’s Hardware

What's Really Inside Huawei's 'Domestic' AI Chips?

Huawei's latest AI chips, promoted as a milestone in China's push for technological self-reliance, continue to rely on critical components from Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), Samsung (OTC:SSNLF), and SK Hynix, a teardown by TechInsights reveals.

Benzinga

Micron takes the HBM lead with fastest ever HBM4 memory with a 2.8TB/s bandwidth - putting it ahead of Samsung and SK Hynix

Micron announces industry leading HBM4 with 2.8TB/s bandwidth and 11Gbps pin speeds, claiming performance advantage over Samsung and SK Hynix.

TechRadar

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OpenAI’s Stargate locks in Korean chipmakers, boosting shares

SK Hynix and Samsung are poised to benefit from unprecedented demand for high-bandwidth memory as OpenAI embarks on its $500bn (€425bn) global AI infrastructure push.

Euronews

Stocks Rise Before the Open on Fed Rate-Cut Hopes and AI Optimism

December S&P 500 E-Mini futures (ESZ25) are up +0.14%, and December Nasdaq 100 E-Mini futures (NQZ25) are up +0.32% this morning, buoyed by hopes for Federal Reserve interest-rate cuts and optimism surrounding artificial intelligence.

Barchart

Asian shares track Wall St's rise as tech shares advance and investors shrug off the US shutdown

Shares have jumped in Asia, tracking Wall Street’s rise to new records despite the the shutdown of the U.S. government

The Independent UK

Asian Markets Surge On US Rate Hopes, Tech Fired By Chip Deal

Asian equities jumped Thursday after data showing job losses in the US private sector fanned optimism for more interest rate cuts and overshadowed a partial shutdown of the country's government.

International Business Times

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OpenAI's Stargate project to consume up to 40% of global DRAM output — inks deal with Samsung and SK hynix to the tune of up to 900,000 wafers per month

Samsung and SK hynix have agreed to supply undiced DRAM wafers to OpenAI’s Stargate project, which could consume up to 900,000 wafers per month, or about 40% of global DRAM output, as Stargate is gearing up for unprecedented expansion.

Tom’s Hardware

OpenAI Taps Samsung And SK Hynix For Massive AI Data Push, Including New Korea Data Center

Samsung Electronics (OTC:SSNLF) and SK Hynix bagged initial deals on Wednesday to supply chips and equipment for Microsoft (NASDAQ:MSFT) backed OpenAI's Stargate project, reinforcing their dominance in advanced memory chips for artificial intelligence.

Benzinga

Samsung earns Nvidia certification for its HBM3 memory — stock jumps 5% as company finally catches up to SK hynix and Micron in HBM3E production

Samsung's HBM3E finally got the coveted Nvidia certification for use in its AI accelerators.

Tom’s Hardware

It's going to be raining dollars over at Samsung: A stamp of approval by Nvidia, plus an incoming price hike for DRAM chips, has lifted shares out of the doldrums

And it's not the only RAM and NAND flash maker to significantly bump prices.

PC Gamer

Nvidia's revolutionary memory format for AI GPUs could come to other platforms, rivaling LPDDR6 on the horizon

Nvidia shifts from SOCAMM 1 to SOCAMM 2, targeting faster AI memory performance, broader suppliers, and possible JEDEC standardization efforts.

TechRadar

Nvidia wants 10Gbps HBM4 to blunt AMD’s MI450, report claims — company said to be pushing suppliers for more bandwidth

Nvidia is reportedly pressing its memory vendors to push beyond JEDEC’s official HBM4 baseline, reportedly requesting 10Gb/s-per-pin stacks for its 2026 Vera Rubin platform.

Tom’s Hardware

Modern memory is still vulnerable to Rowhammer vulnerabilities — Phoenix root privilege escalation attack proves that Rowhammer still smashes DDR5 security to bits

A new attack on DDR5 further demonstrates that current countermeasures against Rowhammer-style assaults aren't enough.

Tom’s Hardware

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TechRadar

New Phoenix RowHammer attack cracks open DDR5 memory defenses in minutes

It took researchers less than two minutes to crack open a "standard, production-grade desktop system".

TechRadar

SK Hynix's HBM4 will be the first out of the gate for Nvidia's Rubin AI GPU, leaving Samsung and Micron in its wake

SK Hynix becomes the first company to finish developing HBM4 memory and announces plans for mass production ahead of Samsung and Micron.

Tom’s Hardware

SK hynix completes development of next-gen HBM4 — 2,048-bit interface and 10 GT/s speeds promised for next-gen AI accelerators

SK hynix has finalized development of its HBM4 memory stacks with a 2,048-bit interface and 10 GT/s speed, 25% above JEDEC specs.

PC Gamer

XFX says its 'V3' Radeon RX 9060 XT GPUs with Samsung GDDR6 run much cooler and quieter than previous models with SK Hynix memory

XFX claims a boon of 10°C.

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Tom’s Hardware

U.S. government considers annual permits for Samsung and SK hynix to supply equipment to their Chinese fabs

The U.S. plans to replace Samsung and SK hynix's indefinite export permissions for chipmaking tools with annual site-specific licenses, a move that adds regulatory complexity but avoids disrupting memory fab operations in China and the global DRAM and NAND supply chain.

PC Gamer

SK hynix claims world's first High NA EUV machine for 'mass production' of cutting edge chips, beating Intel to the punch

A Twinscan EXE:5200B lithography system has been set up in a South Korean fab.

Tom’s Hardware

Intel’s old NAND plant in China is now officially registered as SK hynix after US imposes new sanctions that limit fab upgrades in China

According to Chinese registry filings, the plant's name officially changed to reflect its ownership by SK hynix on September 1.

Tom’s Hardware

New 3D-stacked memory tech seeks to dethrone HBM for AI inference — d-Matrix claims 3DIMC will be 10x faster and 10x more efficient

Santa Clara-based startup d-Matrix looks to replace HBM in AI inference with 3DIMC, or 3D digital in-memory-compute. The company's goals for the tech are to create a memory chip that is 10x more efficient and 10x faster than HBM in AI inference tasks.

PC Gamer

TSMC, the biggest semiconductor manufacturer in the world, has special export privileges revoked as US continues to crack down on Chinese importers

There goes my hardware budget.

Euronews

US restricts TSMC chip supply shipments to China as tech race heats up

The Trump administration is revoking TSMC’s licence to ship products freely from the US to China, effective on 31 December.

Tom’s Hardware

ASML and SK hynix assemble industry-first 'commercial' High-NA EUV system at fab in South Korea

SK hynix is the first memory maker to assemble ASML's High-NA EUV lithography system NXE:5200B at its M16 fab in Icheon to use it for R&D of next-generation process technologies before transitioning to full High-NA-based production later this decade.

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