AI-driven memory and storage price squeeze

Korean HBM Exports to Malaysia Jump 467% to $3 Billion for Intel Packaging

Nebius Raises Token Factory GPU Prices 16% to 20% in Second Price Hike

• Nebius Raises Nvidia GPU Rates in Second Hike Since May27 days ago
• Nebius Switches GPU VMs to Dynamic Spot Pricing October 8 to Boost Revenue28 days ago

Micron 4Q Profit, Revenue Surge as Memory Crunch Looks to Last Through 2028

• Micron Guides Q1 Revenue Up to $63B for Expected Record 202720 days ago
• Micron Reports Fiscal Q4 Earnings After Driving 51% of S&P 500 Growth20 days ago

SK Hynix Denies Solidigm IPO Plans

Samsung Raises Most Galaxy S26 Prices by $100 in Second Hike

• Samsung Raises Galaxy S26 Prices $100 on Memory Shortage20 days ago
• Samsung Raises Galaxy S26 Korea Prices by $100 to Outprice iPhone19 days ago
• Samsung Launches $1,400 Galaxy Tab S12 Ultra and Skips Base Model20 days ago

Toshiba's $380M AI HDD Expansion Hits Seagate Shares 10%

AMD CEO Pursues Samsung Foundry and Memory Partnerships

• Samsung Conditions HBM Supply on AMD Foundry Orders14 days ago
• AMD to Invest Tens of Billions in Global Supply Chain for AI Demand14 days ago

AMD Plans Substantial Compute Supply Boost in 2027

• Micron Boosts Committed Revenue to $150B and Raises FY27 Capex Above $50B20 days ago
• D.A. Davidson Forecasts Micron Shares Triple to $3,00014 days ago

Samsung Expects Operating Profit to Exceed $80 Billion For First Time

• AI Memory Boom Forces Samsung to Cut Phone Output by 30%13 days ago
• Samsung Nine Fold Q3 Profit Forecast Stalls Stock Recovery14 days ago

Taiwan's Exports Gained Momentum in September

• Taiwan September Exports Jump 60.9% to $87.22B on AI Demand12 days ago
• South Korea Exports Hit Record $120.9B on AI Chip Demand20 days ago

Samsung Cuts Q4 Phone Production 30% After Memory Costs Erase Profit

• Memory Costs Hit Apple iPhone 18 Pro as Pro Max Demand Rises11 days ago
• Google Lifts Pixel 10a US Price to $599 Following Rival Hikes18 days ago

SK Hynix Ties US NAND Fab to China Equipment Export Approval

• SK Hynix Defers Portion of HBM4 Back End Equipment Orders Until Next Year7 days ago

AI Demand Extends TSMC's Record Earnings Streak

• Samsung Records Highest Quarterly Profit in Tech History13 days ago
• TSMC Reports 6th Straight Record Quarter on AI Boom6 days ago
• TSMC Hits Record $46.7B Q3 Revenue and Beats Guidance13 days ago
• Samsung Posts Record 107.4 Trillion Won Profit Despite Q3 Revenue Miss13 days ago
• Foxconn Beats Q3 Revenue Forecasts With 47.1% Growth16 days ago

US Computer Prices Jump 9.7% for Largest Increase Since 2006

• US Chip Producer Prices Surge 27% as AI Data Centers Squeeze Supply4 days ago

Tenstorrent Raises $1.5B at $6.2B Valuation

• Mueon Raises $65M for AI Server Racks With 10x Capacity5 days ago

Nvidia Lead over Huawei in China AI Chip Market Shrinks to 6 Points

• Global Smartphone Shipments Plunge 22% in Record Quarterly Decline2 days ago
• Global Smartphone Shipments Plunge 20% to 14 Year Low9 days ago

Apple iPhone Duo Deliveries Slip

• Jefferies Warns iPhone 18 Pro Demand Is Weakening1 day ago
• Apple iPhone Duo Average Shipping Delay Hits 82 Days2 days ago
• iPhone Duo Deliveries Push to Jan 25 After Pre-order Surge5 days ago
• Apple Hikes iPhone Duo Orders 30% to Stabilize Pro Lineup11 days ago

Dell Warns Memory Shortage To Persist