PC makers bleed cash as AI giants hoard memory supplies
Shrinking margins force next year’s machines towards painful price hikes.
Global tech titans are gorging on DRAM and flash to feed their AI obsessions, leaving the humble PC market to scrap for leftovers as unit prices rocket.
Samsung and SK hynix warn punters the DRAM drought will drag on
The memory giants say profit comes first
Samsung and SK hynix, which churn out more than 70 per cent of the world’s DRAM, have decided that the current memory boom is an opportunity to squeeze long-term profits.
SK hynix bets big on mobile AI with HBS memory
New DRAM and NAND combo
Memory outfit SK hynix is cooking up a fresh batch of silicon aimed at shoving more AI grunt into mobile gear and other edge kit.
TSMC smashes profit record again on AI chip frenzy
Monster demand for GPUs and HPC silicon
Taiwan’s semiconductor darling TSMC has once again bathed in the glow of the AI gold rush, reporting a massive 39.1 per cent jump in third-quarter profit and setting a fresh all-time record.
ADATA and TEAMGROUP halt memory module price quotes
DRAM Shortages bite
The world’s second largest memory module maker ADATA and Taiwan’s number two TEAMGROUP have paused quotations, signalling a market hotter than punters expected and rising prices.
SK hynix puts HBM4 into full production
Chipmaker claims "World’s fastest AI memory" ready for mass rollout
SK hynix says it has wrapped up development of its HBM4 memory and is ready to churn it out for the AI bubble boom.
SK Hynix beats Samsung and TSMC to High-NA EUV
Korean outfit first to slot ASML’s kit into its fabs
SK Hynix has stolen a march on both Samsung and TSMC by becoming the first chipmaker to integrate ASML’s new High-NA EUV machinery into its fabs.
US pulls plug on TSMC's China waiver
We tell other countries what to do
The United States has yanked TSMC's authorisation to freely ship essential kit to its mainland plants, a move that could wreck the foundry’s China operations.
US pulls plug on Samsung and SK Hynix’s China kit
Waiver yanked, fabs stalled, shares tanked
Washington has slammed the door shut on a loophole that let South Korea’s biggest chipmakers sneak US gear into their Chinese fabs without the usual bureaucratic hoops.
SK hynix cranks out 321-layer QLC NAND
Chipmaker claims world’s first 300-plus layer QLC flash
SK hynix has started mass production of what it calls the world’s first 321-layer QLC NAND flash chip, a 2Tb storage device designed to push density well past anything seen before.