Memory Prices Surge About 8-Fold; Samsung, SK hynix, Micron Sued for Alleged Price Fixing はてなブックマーク - 人気エントリー - テクノロジー 07-23 07:54
DRAM and NAND prices skyrocket 10x: The real cause of memory price surge and the structure and limits of the AI-driven super cycle はてなブックマーク - 人気エントリー - テクノロジー 07-22 12:25
CXMT on track to match Micron's DRAM capacity in 2026, China may become second-largest producer Tom's Hardware 07-15 18:48
Micron commits $500M to GlobalWafers Texas plant, raises US spending to $250B Tom's Hardware 07-14 02:09
Nanya Technology plans $6.2B capital spending in 2027 as gross margin hits 79.5% Tom's Hardware 07-10 22:31
Intel patent describes XBM memory architecture that replaces HBM’s silicon interposer with UCIe links Tom's Hardware 07-07 19:00
U.S. users sue Samsung Electronics, SK hynix and Micron Technology over high memory prices はてなブックマーク - 人気エントリー - テクノロジー 07-07 17:28
SK hynix files for a US listing, aiming to raise about 450 billion yen for capacity expansion PC Watch 07-07 11:42
Micron starts construction of new cleanroom at Hiroshima fab with ¥1.5 trillion investment はてなブックマーク - 人気エントリー - テクノロジー 07-06 06:23
Micron starts construction of new cleanroom at Hiroshima fab with ¥1.5 trillion investment PC Watch 07-06 06:00
Memory price surge begins to cool as consumers hit affordability limit — AI demand still keeps DRAM and NAND prices climbing through Q3 2026 Tom's Hardware 07-04 20:47
Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases Tom's Hardware 07-03 23:13
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed Tom's Hardware 07-03 01:28
AI MEMORY BOOM ADDS TO U.S. INFLATION Wolfe Research says soaring memory chip prices, driven by AI demand, have added about 0.3 percentage points to U.S. core inflation. Rising DRAM and NAND costs are pushing up computer and smartphone prices, with Apple expected to raise prices on several products. Wolfe warns AI is becoming an inflation driver rather than a disinflationary force. *Walter Bloomberg (@DeItaone) / Twitter 06-30 21:36
South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support Tom's Hardware 06-29 23:12
Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production Tom's Hardware 06-29 22:18
Sophon PFG-1: a monolithic-3D AI ASIC with 330 GB of on-die DRAM and no HBM Hacker News 06-29 10:23
Commodore drops Callback flip phone by $100 by defaulting to recycled memory chips and unbundling the earphones — Callback 8020 drops to $399 as skyrocketing memory prices punish smartphone buyers Tom's Hardware 06-27 19:30
