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rockpapershotgun
Rock Paper Shotgun @rockpapershotgun@die-partei.social · Aug 06, 2026
The three biggest RAM makers have already sold all their 2027 output, report says, potentially stretching price woes into 2028 - https://www.rockpapershotgun.com/the-three-biggest-ram-makers-have-already-sold-all-their-2027-output-report-says-potentially-stretching-price-woes-into-2028 #SamsungElectronics #Memoryshortages #Hardware #SKHynix #Micron #RAM #PC
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autogestion
John @autogestion@union.place · Aug 03, 2026
#Micron's #Taiwan #union pushes for bonuses like #SKHynix and #Samsung. Union membership surges tenfold in less than 12 months https://mbiz.heraldcorp.com/article/10828788 #unions #UnionStrong #strike #strikes #semiconductors #TSMC #communists #capitalism #exploitation #ClassWar
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cazabon
C. @cazabon@mindly.social · Jul 25, 2026
In case all the Enron- and WorldCom-like accounting shenanigans haven't convinced you, here's another blatant sign the wheels are falling off the "AI" hype train. A contract or memorandum of understanding (or any other written form of agreement) for *half a trillion US dollars* makes no sense at all. It's all just PR, "Look, it's real, please keep hyping our stock, I do too have clothes on!". https://wccftech.com/nvidia-inked-a-500-billion-agreement-with-sk-hynix-and-then-jensen-huang-asked-for-one-more-beer/ (For bonus points, it also calls for Nvidia to invest in SKHynix, so more accounting shenanigans...) #AI #hype #Nvidia #SKHynix #MOU #grift #Enron #WorldCom
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TheBadPlace
The Bad Place @TheBadPlace@mastodon.ozioso.online · Jul 14, 2026
BBC News | Chip giant SK Hynix raises $26.5bn in mega US share sale AI generated summary, Read the full article for complete information. South Korean chipmaker SK Hynix secured a record‑breaking $26.5 billion in its New York share offering—the largest foreign listing in the U.S.—selling 177.9 million American depositary shares at $149 each and seeing the stock jump up to 17 % on its Nasdaq debut. The raise, driven by soaring investor demand (over seven times the shares on offer) and a 2.9 % premium to its Seoul price, gives the company easier access to U.S. capital to fund new plants and high‑end AI chips, bolstering its role as a key supplier to Nvidia. The offering comes as SK Hynix’s market value topped $1 trillion in Korea, its share price tripled this year, and the broader AI boom lifts rivals Samsung and Micron while the IMF notes AI infrastructure spending is cushioning economies from geopolitical shocks. Analysts see the listing as a litmus test for continued enthusiasm for memory‑chip makers, even as some warn it could draw investment away from South Korea’s domestic market, which the government is addressing with over $880 billion in joint investment plans with SK Hynix and Samsung. Read more: https://www.bbc.co.uk/news/articles/c4gym70r0y4o?at_medium=RSS&at_campaign=rss #SKHynix #Nvidia #SamsungElectronics #SouthKorea #Nasdaq
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TheBadPlace
The Bad Place @TheBadPlace@mastodon.ozioso.online · Jul 14, 2026
News Headlines | RAM Jam: Why Apple & other tech firms' prices have spiked AI generated summary, Read the full article for complete information. Apple’s recent price‑hike announcement revealed that many of its products – from the Apple TV and iPad Air to the 14‑inch MacBook Pro and the flagship Mac Studio M3 Ultra – have seen price increases of 15‑50%, with the only major line left untouched being the iPhone. CEO Tim Cook blamed “unsustainable” component cost rises, especially a dramatic surge in RAM prices dubbed “RAMageddon,” which has been fed by soaring demand for AI‑driven data‑centre hardware. The same pressure is prompting other manufacturers such as Samsung, Dell, Lenovo, Asus and HP to lift their prices, while the higher cost of processors and memory is also inflating console prices and squeezing consumer budgets. Although Apple’s profit margins remain high, the industry‑wide price inflation could curb consumer spending, with analysts forecasting double‑digit declines in smartphone and PC sales and suggesting that only a few component makers like SK Hynix and Micron will truly benefit from the current cycle. Read more: https://www.rte.ie/news/business/2026/0704/1581697-apple-tech-ram/ #Apple #Samsung #SKHynix #Micron #business
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newsgroup
Vlad @newsgroup@social.vir.group · Jul 13, 2026
📉 Технологічний сектор знову під тиском: Nasdaq падає на тлі нових ударів по Ірану, а SK Hynix стрімко дешевшає через повернення скепсису щодо AI. Водночас Meta збільшує інвестиції в свій мега-датацентр у Луїзіані до $50 млрд — сигнал, що гіганти продовжують ставку на ШІ, незважаючи на ринкову турбулентність. Історично такі періоди невизначеності — коли геополітика (удари по Ірану) накладається на секторальний перегляд (AI trade) — часто створюють розрив між короткостроковою панікою та довгостроковими трендами. Meta, інвестуючи $50 млрд в інфраструктуру, грає на випередження: якщо AI попит справді зросте, ті, хто має потужності, отримають перевагу. Падіння SK Hynix — нагадування, що ланцюжок створення вартості в чіпах вразливий до переоцінки. Для українського інвестора висновок простий: диверсифікація між оборонними активами (золото, кеш) та довгостроковими AI-темами залишається робочою стратегією, але з увагою до геополітичних тригерів. #Технології #Nasdaq #AI #Meta #SKHynix #Інвестиції #Геополітика #virgroup https://vir.group/post/116912793952972570
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ItalianNews
Italian News by RSS @ItalianNews@mastodon.ozioso.online · Jul 13, 2026
Punto Informatico: SK hynix: crisi RAM peggiorerà nel 2027 e durerà fino al 2030 Secondo il CEO di SK hynix, il 2027 sarà l'anno peggiore per quanto riguarda la fornitura dei chip e l'attuale crisi potrebbe continuare fino al 2030. The post SK hynix: crisi RAM peggiorerà nel 2027 e durerà fino al 2030 appeared first on Punto Informatico. SK Hynix: RAM crisis will worsen in 2027 and last until 2030. According to SK hynix CEO, 2027 will be the worst year for chip supply and the current crisis could continue until 2030. #SKHynix https://www.punto-informatico.it/sk-hynix-crisi-ram-peggiorera-nel-2027-e-durera-fino-al-2030/
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ItalianNews
Italian News by RSS @ItalianNews@mastodon.ozioso.online · Jul 13, 2026
Repubblica.it: Le Borse di oggi, 13 luglio. La guerra spaventa i mercati, partenza in calo per Milano e l’Europa Sprofonda Seul, su cui pesa anche il crollo del settore tech e dei due produttori di chip, Samsung Electronics e SK hynix. Giù anche il resto dei listini asiatici. Il petrolio torna a correre The exchanges today, July 13th. The war scares the markets, decline for Milan and Europe. Seoul plunges, weighed down by the collapse of the tech sector and two chipmakers, Samsung Electronics and SK Hynix. Down as well the rest of Asian exchanges. Oil is running again. #Milan #Europe #Seoul #SamsungElectronics #SKHynix #Asian https://www.repubblica.it/economia/2026/07/13/diretta/le_borse_di_oggi_13_luglio_petrolio-425467365/
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newsgroup
Vlad @newsgroup@social.vir.group · Jul 06, 2026
📊 SK hynix готує найбільше IPO року на Nasdaq — $28 млрд, підігріте глобальним попитом на AI-чіпи. Це не просто корпоративна подія, а маркер того, що бум штучного інтелекту переходить у стадію монетизації через публічні ринки. Паралельно BlackRock запускає новий ETF на Bitcoin, намагаючись залучити інституційний капітал у крипту. Разом ці дві події показують: великі гравці роблять ставку на технологічний сектор і альтернативні активи одночасно. SK hynix як виробник HBM-пам'яті для AI-прискорювачів — прямий бенефіціар тренду, а BlackRock своїм продуктом легітимізує Bitcoin для консервативних портфелів. Для українського інвестора це сигнал: AI-інфраструктура стає мейнстрімом, а інституційні гроші шукають нові інструменти. Варто стежити за тим, як ці тренди вплинуть на ризик-апетит у всьому спектрі — від технологічних гігантів до криптовалют. #SKhynix #AI #BlackRock #Bitcoin #IPO #Інвестиції #Аналітика #virgroup https://vir.group/post/116872331121119168
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BuySellRam
BuySellRam.com @BuySellRam@mstdn.business · Jun 27, 2026
Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply. https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/ #DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry
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BuySellRam
BuySellRam.com @BuySellRam@mstdn.business · Jun 27, 2026
https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/ #HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #Semiconductors #NAND #SKhynix #SanDisk #MemoryWall
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newsgroup
Vlad @newsgroup@social.vir.group · Jun 24, 2026
SK Hynix планує лістинг ADR на Nasdaq — один із трьох провідних виробників пам'яті, чия вартість злетіла завдяки AI-буму, тепер стає доступнішим для американських інвесторів. Це черговий сигнал, що ринок напівпровідників залишається епіцентром глобального технологічного зростання. Тим часом південнокорейський фондовий ринок, який нещодавно вважався найгарячішим у світі, відновлюється після 10% падіння — Samsung і SK Hynix частково відіграли втрати після фіксації прибутків. Це нагадує класичний патерн: навіть у найсильніших трендах трапляються корекції, які створюють точки входу для терплячих. Для українського інвестора ці події — ілюстрація того, як AI-попит формує нову хвилю в напівпровідниках, а волатильність на азійських ринках відкриває можливості для диверсифікації. #SKHynix #Nasdaq #AI #Semiconductors #Інвестиції #Аналітика #ФондовийРинок #virgroup https://vir.group/post/116804382827247364
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TheBadPlace
The Bad Place @TheBadPlace@mastodon.ozioso.online · Jun 03, 2026
The Guardian | Chip, chip ... boom? South Korea tech makers join the trillion-dollar club but some fear a short-circuit looms by Mark Saunokonoko AI generated summary, Read the full article for complete information. South Korea’s Kospi index surged past the 8,000‑point mark to an all‑time high of 8,880 in late May 2026, fueled by a “once‑in‑a‑generation” demand surge for AI‑related semiconductor chips; the rapid rise of chipmakers SK Hynix and Samsung—both newly valued at over $1 trillion—accounted for roughly 70 % of the market’s 220 % gain over the past year, prompting Goldman Sachs to lift its 12‑month target to 9,000, while analysts warn that the heavy reliance on just two firms makes the index vulnerable to AI‑spending cycles, supply‑chain shocks, and a potential bubble, as reflected by an unusually high Kospi VIX of 75 that signals panic‑buying despite the rally. Read more: https://www.theguardian.com/world/2026/jun/03/south-korea-ai-boom-tech-companies-trillion-dollar-club-kospi- #SamsungElectronics #SKHynix #TSMC #aiartificialintelligence #stockmarkets #JensenHuang
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TheBadPlace
The Bad Place @TheBadPlace@mastodon.ozioso.online · May 27, 2026
US Top News and Analysis | Taiwan chip stocks climb after Nvidia announces $150 billion spending plans AI generated summary, Read the full article for complete information. Nvidia CEO Jensen Huang announced on May 27, 2026 that the company will increase its annual spending in Taiwan to $150 billion and build a new “Constellation” campus in northern Taipei that will house up to 4,000 employees by 2030, four times its current Taiwan headcount. The announcement helped lift Taiwan’s Taiex index to a record high, with major chip makers TSMC, MediaTek and Delta Electronics posting gains, while mainland‑China chip firms fell amid regulatory pressures and a halving of Nvidia’s revenue from the region. Huang highlighted Taiwan’s pivotal role in the AI revolution and the transformation of manufacturing through “physical AI,” even as Nvidia pursues a $500 billion AI‑infrastructure investment in the United States. Read more: https://www.cnbc.com/2026/05/27/nvidia-taiwan-investment-150-billion-spending.html #Nvidia #JensenHuang #SKHynix #Micron #TSMC #ChamathPalihapitiya
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TheBadPlace
The Bad Place @TheBadPlace@mastodon.ozioso.online · May 27, 2026
Times of India | US chipmaker Micron reaches $1 trillion market capitalization for the first time AI generated summary, Read the full article for complete information. US chipmaker Micron Technology briefly surged past a $1 trillion market valuation on May 26, driven by soaring investor enthusiasm for artificial‑intelligence‑related memory chips. The stock jumped more than 17 % after UBS lifted its price target, reaching an intra‑day high of 19.3 % as analysts highlighted the rapidly growing demand for advanced high‑bandwidth memory used in AI data centers and cloud infrastructure. Reuters noted that Micron’s shares have climbed eight‑fold over the past year amid tight supply and heightened competition, with the company already selling out its entire 2026 high‑bandwidth‑memory inventory. The milestone underscores the broader shift of capital toward firms supplying key AI hardware, alongside fellow memory makers Samsung and SK Hynix, which are also benefiting from the AI boom. Read more: https://timesofindia.indiatimes.com/technology/tech-news/us-chipmaker-micron-reaches-1-trillion-market-capitalization-for-the-first-time/articleshow/131341592.cms #MicronTechnology #UBS #ArtHogan #Samsung #SKHynix
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TheBadPlace
The Bad Place @TheBadPlace@mastodon.ozioso.online · May 25, 2026
US Top News and Analysis | Beware the boom and bust cycle of memory stocks, investors warn amid AI boom AI generated summary, Read the full article for complete information. The article warns that despite the recent surge in memory‑chip stocks—driven by AI‑related demand and the rollout of high‑bandwidth memory (HBM)—investors should remain cautious because the sector’s historic boom‑and‑bust cycle is still a risk. Samsung, SK Hynix, Micron and SanDisk have seen shares soar this year, but analysts note that supply remains constrained, that new compression technology such as Google’s TurboQuant could sharply cut demand, and that the high valuations assume prolonged price strength and disciplined spending. South Korea’s market is especially vulnerable, with memory makers accounting for more than half of the KOSPI, prompting some advisors to recommend profit‑taking and broader diversification, while others remain bullish on the Korean giants. Overall, the article stresses that the memory industry’s perceived structural shift may be temporary and that investors should temper optimism with the sector’s historically volatile nature. Read more: https://www.cnbc.com/2026/05/25/memory-stocks-cyclical-boom-bust-samsung-sk-hynix.html #Samsung #SKHynix #Micron #HBM #AI
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TheBadPlace
The Bad Place @TheBadPlace@mastodon.ozioso.online · May 21, 2026
Al Jazeera – Breaking News, World News and Video from Al Jazeera | South Korea’s stock market soars as Samsung union calls off planned strike AI generated summary, Read the full article for complete information. South Korea’s stock market surged more than 8 percent after Samsung Electronics and its union reached a tentative pay agreement that averts an 18‑day strike by roughly 48,000 workers, granting them 10.5 percent of the company’s operating profits; the deal eased fears of a disruption to the global memory‑chip supply, bolstering an AI‑driven rally already heightened by Nvidia’s record $58.3 billion profit, and helped lift the KOSPI more than 80 percent so far this year, with Samsung shares up over 7.5 percent, rival SK Hynix up more than 11 percent, and car makers Hyundai and Kia each gaining about 13 percent. Read more: https://www.aljazeera.com/economy/2026/5/21/south-koreas-stock-market-soars-as-samsung-union-calls-off-planned-strike?traffic_source=rss #SamsungElectronics #SamsungUnion #SKHynix #Nvidia #economy
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TheBadPlace
The Bad Place @TheBadPlace@mastodon.ozioso.online · May 21, 2026
BBC News | Samsung strike on hold as workers push for AI bonus AI generated summary, Read the full article for complete information. Samsung’s largest union has halted a planned strike after reaching a tentative pay agreement with the South Korean tech giant, easing fears of disruption at the world’s biggest memory‑chip maker amid a surge in AI data‑centre demand. The dispute centered on how to share soaring profits: Samsung offered bonuses of up to 607 % of annual salary for memory‑chip workers, far higher than the 50‑100 % proposed for staff in other divisions, prompting the union—representing about 48,000 employees—to demand a removal of the 50 % bonus cap and a share of 15 % of operating profit for all workers. Samsung’s operating profit jumped roughly 750 % in the March quarter, and its shares rose more than 8 % after the deal, while both the company and the union warned that a strike could have multi‑trillion‑won repercussions for the global chip supply chain and South Korea’s economy. Read more: https://www.bbc.com/news/articles/c4g04qkqlk2o?at_medium=RSS&at_campaign=rss #SamsungElectronics #SKHynix #Micron #Nvidia #Kospi
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TheBadPlace
The Bad Place @TheBadPlace@mastodon.ozioso.online · May 10, 2026
US Top News and Analysis | Memory chip makers are looking at a 'supercycle' and 'windfall gains.' The stocks jumped 30% in one week AI generated summary, Read the full article for complete information. Memory chip makers are riding a “supercycle” of surging AI demand, boosting pricing power and profit forecasts across the volatile sector. Analysts cite rapid AI accelerator adoption as a catalyst for windfall gains, driving shares like Micron Technology up nearly 38% for its best weekly performance since 2008 and lifting the Roundhill Memory ETF (DRAM) over 30% in a week. Samsung plans to start construction of its new P5 Fab 2 plant six months early to cement market dominance through 2027, while SK Hynix is fielding investment offers to ramp production, and Micron’s recent Taiwan plant acquisition promises greater DRAM and HBM output by the end of 2028. The memory crunch is pushing DRAM and NAND prices higher—analysts project a 180% rise by mid‑2026—causing downstream cost pressures for companies like Apple and Microsoft, while upstream manufacturers expect gross margins of 70‑77% this year, with Micron and SanDisk targeting margins above 80% next year. Read more: https://www.cnbc.com/2026/05/10/memory-chip-makers-are-looking-at-a-supercycle-and-windfall-gains-the-stocks-jumped-30percent-in-one-week.html #MicronTechnology #SKHynix #SamsungElectronics #AI #TimCook
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