Mastodawn

Samsung Electronics' labor dispute entered a new phase on May 15 after the company's top executives issued a rare public apology and proposed ...

Samsung Electronics' labor dispute entered a new phase on May 15 after the company's top executives issued a rare public apology and proposed resuming talks without conditions, only for the union to maintain its plan for an 18-day strike from May 21 …#Chipscomponents #government #ICmanufacturing #labor #Memorychips #Samsung #strike
Samsung's race to avoid a chip strike is running out of time

Samsung's race to avoid a chip strike is running out of time

Samsung Electronics' labor dispute entered a new phase on May 15 after the company's top executives issued a rare public apology and proposed resuming talks without conditions, only for the union to maintain its plan for an 18-day strike from May 21 to June 7.

DIGITIMES Inc.

Yonhap Infomax News 3d ago

Hana Securities raises Samsung Electronics target price to 430,000 won, citing undervaluation despite foundry division's expected profitability turnaround and recovery of market leadership position in memory chips amid semiconductor industry boom
#YonhapInfomax #SamsungElectronics #TargetPrice #FoundryDivision #MemoryChips #HanaSecurities #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=120688

'Still Undervalued'... Hana Securities Raises Samsung Electronics Target Price to 430,000 Won

Hana Securities raises Samsung Electronics target price to 430,000 won, citing undervaluation despite foundry division's expected profitability turnaround and recovery of market leadership position in memory chips amid semiconductor industry boom

Yonhap Infomax

N-gated Hacker News 4d ago

🚨Breaking news from 2026: Memory chips are expensive! 😱 Apparently, this is causing the tech world to lose its collective mind! But fear not, Apple will probably just buy a small country to produce its own chips, and we’ll all move on to the next 'crisis' by lunchtime. 🍏💸
https://asymco.com/2026/05/11/the-great-memory-panic-of-2026/ #BreakingNews #MemoryChips #TechCrisis #AppleEconomics #ChipProduction #HackerNews #ngated

The great memory panic of 2026

Asked by Ian Hobson Q: Memory prices could move from 15% to 40% of the BOM of a device. This seems incredible. So how can Apple deal with this? This has been on people’s minds now for what, t…

Asymco

Byte-Pulse 4d ago

⚙️ AI Boom Drives Memory Chip Prices to Record Highs

The AI-driven memory chip shortage is boosting stocks of chipmakers like Micron and Samsung, but hurting consumer electronics firms like HP and Nintendo.

https://byte-pulse.net/article/ai-boom-drives-memory-chip-prices-to-record-highs

#ai #samsung #micron #memorychips

sayzard 4d ago

Nvidia Is Buying the Chip Supply Chain

Nvidia가 AI 컴퓨팅에 필수적인 메모리 및 기타 부품 공급망을 대규모로 인수하며 칩 공급망 통제력을 강화하고 있다. 최근 분기 보고서에 따르면, Nvidia의 공급업체에 대한 구매 약속 금액이 952억 달러에 달해 3개월 만에 89% 증가했다. 이는 AI 하드웨어 수요 급증에 대응하기 위한 전략으로, AI 개발자와 인프라 운영자에게 중요한 공급 안정성 신호로 작용할 전망이다.

https://www.wsj.com/tech/nvidia-is-buying-the-chip-supply-chain-871db5e3

#nvidia #chipsupplychain #aihardware #memorychips #infrastructure

General Strike Now 6d ago

A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, ...

A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor ope…#2025 #business #CEO #Chipscomponents #disruption #EastAsia #HBM #ICmanufacturing #labor #market #Memorychips #production #Samsung #SouthKorea #strike
Samsung strike threat puts memory output at risk as 18-day walkout looms

Samsung strike threat puts memory output at risk as 18-day walkout looms

A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor operations.

DIGITIMES Inc.

Yonhap Infomax News May 11

SK Hynix Inc., South Korea's second-largest chipmaker, surged 8.75% to break through the 1.8 million won mark for the first time, setting a new all-time high amid strong demand for high-bandwidth memory chips used in artificial intelligence applications
#YonhapInfomax #SKHynix #RecordHigh #StockPrice #SemiconductorRally #MemoryChips #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=119747

sayzard May 5

TechRadar (@techradar)

Micron이 RAM 공급 위기의 심각성을 경고했다. 주요 메모리 칩 제조사들이 모두 비슷한 경고를 내놓은 상황으로, AI 서버와 데이터센터용 메모리 수급 및 가격 변동에 영향을 줄 수 있는 업계 이슈다.

https://x.com/techradar/status/2051422030172750162

#micron #ram #memorychips #datasupply #datacenter

TechRadar (@techradar) on X

Micron has warned on the gravity of the RAM crisis, meaning that every major memory chip maker has now done so. https://t.co/XSOFwlwhiA

X (formerly Twitter)

Yonhap Infomax News Apr 23

SK Hynix Inc., South Korea's second-largest chipmaker, announces plans to pursue American Depositary Receipt listing in the United States within this year, though specific details remain undetermined
#YonhapInfomax #SKHynix #ADRListing #USMarkets #SouthKorea #MemoryChips #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=116999

Yonhap Infomax News Apr 22

SK Hynix Inc. posts first-quarter revenue of 52.5 trillion won, falling marginally short of market consensus as memory chip sector faces mixed demand signals
#YonhapInfomax #SKHynix #QuarterlyRevenue #MemoryChips #MarketExpectations #FirstQuarterEarnings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=116958

SK Hynix Q1 Revenue Hits 52.5 Trillion Won, Slightly Below Expectations

SK Hynix Inc. posts first-quarter revenue of 52.5 trillion won, falling marginally short of market consensus as memory chip sector faces mixed demand signals

Yonhap Infomax