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The Latest Breaking News from Memory

Tesla's AI5 with 2nm-class node tapes out at Samsung Foundry — production starts soon, months after TSMC tape out

Samsung Foundry soon to join TSMC in production of Tesla's AI5 processor, a LinkedIn post reveals.

Tom’s Hardware

SK Hynix vs. Micron: Wall Street's AI Memory Battle Just Got Real

For years, Micron Technology, Inc. (NASDAQ:MU) was the go-to stock for U.S. investors looking to ride the AI memory boom. Now, it has company. SK hynix Inc‘s (NASDAQ:SKHY) recent Nasdaq debut has brought one of the world’s largest memory chipmakers directly to U.S. investors, setting up a fresh rivalry between…

Benzinga

SK Hynix US-listed shares slip nearly 8% as Nasdaq debut euphoria cools

SK Hynix’s US-listed shares fell nearly 8% after a strong Nasdaq debut, as investors booked profits in AI-linked chip stocks. The decline triggered broader weakness across global semiconductor stocks, with sharp losses in Seoul and the US, reflecting growing concerns over valuations and sustainability of AI-driven demand.

The Economic Times

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SK Hynix plunges after Nasdaq debut as memory chip euphoria cools

Seoul's stock market faced a dramatic nine percent drop, prompting a temporary halt in trading activities. SK Hynix shares plummeted by over fifteen percent, marking their most significant daily decline. This downturn reflects wider losses across South Korea, particularly affecting competing chip manufacturers. Investors are now retracting earlier gains amid…

The Economic Times

Watch Out, Micron — Samsung Just Got Whacked for Forecasting Only 1,800% AI Profit Growth

Samsung Electronics just delivered a reality check to one of the hottest trades in the market — and investors didn’t like it.

Benzinga

SK Hynix Just Sent a Huge AI Demand Signal With Historic U.S. Listing for SKHY Stock

SKHY stock jumped 13% on its U.S. trading debut after a record $26.5 billion ADR sale, signaling massive demand for AI chips.

Barchart

Investors Grapple with an Extraordinary Memory Chip Boom

The historically cyclical memory chip market is in the middle of a sustained global sales boom. Will there ever be a bust?

Kiplinger

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Global smartphone shipments in second quarter hit lowest in 13 years on memory chip crunch

BENGALURU — Global ⁠smartphone ⁠shipments fell 11% in the second quarter to their lowest level for the period ‌since 2013, as a prolonged memory chip shortage drove up handset prices and dampened demand, according to early estimates from Counterpoint Research.

Bangkok Post

Apple's rumored M7 Ultra targets 1.5TB of memory and Blackwell-class AI performance, report claims — monster 2028 offering would depend on memory shortage easing

Apple's planned M7 Ultra chip is being designed to support up to 1.5 TB of unified memory and to push AI performance toward the class of Nvidia's Blackwell accelerators.

Tom’s Hardware

Samsung, SK hynix, Micron ramp up capacity as demand for AI infrastructure outpaces supply

Global memory chipmakers are expanding production capacity to meet AI demand. Samsung, SK Hynix, and Micron are investing billions in new facilities. These companies aim to secure supply for high-bandwidth and DRAM chips. Industry experts anticipate continued tight supplies for several years ahead. Capacity growth will determine memory makers' future…

The Economic Times

'Customer demand will remain higher than our supply capacity even beyond 2030': SK hynix CEO predicts memory supply crisis may run even longer than we feared

What a difference a weekend makes.

PC Gamer

Massive AI buildout poses latest inflation threat as consumers pay more for laptops and electricity

American consumers — and the Federal Reserve — are being hit with another high-cost headache

The Independent UK

World's first 8TB SD and 4TB microSD cards are coming soon!

Expect them to cost an arm, leg, and most other body parts

Digital Camera World

Google Pixel 11 Price Leak: Storage Upgrade With Full Details and Here's What You'll Pay

Google's Pixel 11 series is already on the every internet as it is due to be released in August and this isn't only due to new features. A new leak reveals that Google could be getting Clear of 128GB storage altogether and is making 256GB the new base storage option…

MyLifeXP

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The Economic Times

Global Market: Japan's Nikkei closes lower as oil price jump dims corporate outlook

Japan's Nikkei share average closed lower as oil prices rose due to renewed Middle East conflict. Investors weighed the corporate outlook amid increasing costs and the start of earnings season. Chip-related stocks dragged the Nikkei lower, influenced by South Korea's benchmark index. Memory maker Kioxia tanked significantly after a high-profile…

The Economic Times

Global Market: AI stocks take a breather after blistering rally as investors reassess valuations

AI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats from recent highs. Investors are now demanding stronger earnings growth and clearer profit evidence. A rotation into software and cloud providers is also occurring within technology. Despite this, the long-term…

Benzinga

Samsung Speeds Up Yongin Chip Plant Launch to 2029 amid AI Memory Boom

Samsung Electronics Co. (OTC:SSNFL) is accelerating the launch of its first semiconductor fabrication plant in Yongin to 2029, moving up the timeline by one to two years as demand for AI memory chips continues to surge.

The Economic Times

Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soars

SK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand fuels this projected supply constraint. The company is exploring new fabrication facilities in regions like the United States. South Korea plans significant domestic memory chip production expansion over five years. Record profits highlight…

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Euronews

Europe needs a shared story, not a single memory

For decades Europe has tried to answer a seemingly simple question: what does it mean to be European? Yet the answer has never felt entirely comfortable.

The Economic Times

SK Hynix is a golden goose. It has to lay more eggs

Investor enthusiasm stems from the fact that SK Hynix has morphed into a golden goose. It’s the world’s second-largest supplier of dynamic random-access memory chips, or DRAM, and the biggest when it comes to the high-bandwidth ones that are paired with Nvidia Corp.’s graphics processing units.

Times Life

Animal Memory Research Is Overturning Everything We Thought We Knew About Cognition

The assumption that crumbled firstThe standard view held that episodic memory, the ability to mentally replay a specific past event, not just respond to a learned cue, was uniquely human. Then came a 1998 study by Nicola Clayton and Anthony Dickinson at Cambridge University, published in Nature, that changed the…

Times Life

Crows Can Remember Your Face for Over Three Years and Their Memory Works Like This

The Study That Started With a Caveman MaskIn 2008, wildlife biologist John Marzluff and his team at the University of Washington walked onto the campus wearing latex caveman masks, trapped several American crows, banded them, and released them unharmed. That single interaction was enough. For years afterward, whenever anyone wore…

Times Life

How Elephants Use Memory, Recognition, and Recall to Remember Humans They Met Decades Earlier

The Reunion That Started the QuestionsIn 1999, two Asian elephants named Shirley and Jenny were placed in the same enclosure at The Elephant Sanctuary in Hohenwald, Tennessee. They had not seen each other in 22 years. Within minutes, they were touching faces through the bars, vocalizing, and refusing to be…

Times Life

The Ancient Indian Fragrance Called Ittar Still Knows Something About Your Identity

The Scent That Predates the BottleThe oldest ittar recipes in the subcontinent don't come from perfumers. They come from physicians. The Charaka Samhita lists aromatic preparations not as luxury but as medicine, rose to cool the blood, sandalwood to calm the mind, vetiver to draw heat from the body in…

Times Life

The Reason Emotional Abuse in Indian Marriage Goes Unrecognized by Wives and Families

The language was never given to youYou knew something was wrong before you had a word for it. You felt it in the way he could empty a room with his mood. In the way an argument would end not with resolution but with his silence, which lasted exactly long…

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