Nvidia and SK Group Set to Announce AI Alliance as Huang Warns of Multi-Year Shortages
The dinner in Seoul ended with a promise of substance to follow. On Monday, Jensen Huang, chief executive of Nvidia, and Chey Tae-won, chairman of SK Group, are scheduled to…
Huang Takes AI Dinner Diplomacy to Seoul, and Nvidia Opens a Korea Tech Center
At 7:10 p.m. on Friday, the center of gravity of the global AI supply chain moved to a pork belly restaurant in Seoul’s Mapo district. Jensen Huang, chief executive of…
Samsung Pay Deal Averts 18-Day Chip Strike
The vote closed at 7 a.m. Wednesday, minutes before a strike deadline that had hung over the world’s largest memory-chip maker for weeks. Union officials in Suwon, south of Seoul,…
Micron Crosses $1 Trillion as Memory Stocks Lead a Split Market
The closing bell on May 26 split Wall Street into two markets. The Dow Jones Industrial Average fell 0.23%, the S&P 500 rose 0.61%, and the Nasdaq Composite gained 1.19%.…
Micron Joins $1 Trillion Club as Memory Prices Surge
A stock that many investors had written off as a cyclical also-ran has become one of the fastest ways to bet on the AI boom. Micron Technology shares jumped 18%…
SK Hynix Builds Cooling Into Its Next-Generation Memory
Inside the newest artificial-intelligence data centers, the hottest components are no longer the processors doing the calculations. The memory chips stacked beside them, eight, twelve, or sixteen layers of silicon,…
Huawei’s 122-Terabyte Drive: Packaging Tech Sidesteps NAND Restrictions
One hundred twenty-two terabytes is enough to hold thousands of high-definition movies, or the working data of a mid-size company for years. Huawei says it can now build a drive…
Micron CEO Warns the Memory Squeeze Will Outlast 2026
The message from Sanjay Mehrotra was meant to be heard beyond the chip industry. In an interview with CNBC this week, the Micron chief executive warned that the global shortage…
Samsung Chairman Apologizes as Union Readies an 18-Day Strike
SEOUL — Lee Jae-yong stood at a lectern on May 16 and apologized for what he called Samsung Electronics’ “internal problems,” a rare act of public contrition from a chairman…
