Burry Adds to His Bet That the Memory Boom Is Over
Michael Burry built his reputation by standing against the last great financial mania. Two decades on, he is standing against a new one: the memory-chip rally that has made Micron…
Samsung Expands Memory Output and Backs a Nuclear Reactor
Samsung is pushing on two fronts at once. In its fabs, the company is adding 4-nanometer capacity to make memory chips and compete head-on with SK Hynix for orders. Across…
SK Hynix Halts 2GB GDDR7 Chips as Memory Shortage Spreads
The memory shortage that has driven chip prices higher all year has now reached the graphics card inside a gamer’s PC. SK Hynix has stopped making the 2-gigabyte GDDR7 memory…
Druckenmiller Sets First Seoul Visit as AI Capital Flows East
Stanley Druckenmiller, one of the most closely watched macro investors on Wall Street, will visit Seoul next week for the first time, according to the Korea Economic Daily. The chairman…
A Memory Shortage Pushes Samsung and SK Hynix Higher
The chips that remember are now the chips that matter most. Over September 20 and 21, shares of Samsung Electronics and SK Hynix rose in tandem, driven by a shortage…
Samsung’s HBM4 Yield Stabilizes Near 80 Percent
Samsung Electronics has stabilized the yield on its sixth-generation HBM4 memory at roughly 80 percent, according to a report in the Seoul Economic Daily, a level that lets the company…
Solidigm Weighs a NAND Plant in Upstate New York
The geography of the memory-chip industry has been set for decades, with the bulk of production concentrated in South Korea. That map may be about to shift, at least by…
SK Hynix Plays Down Reports of U.S. Memory Talks With Intel
The statement was short and pointed, the kind a company issues when a report has run ahead of the facts. On September 16, SK Hynix said it has not confirmed…
Samsung Moves to Outsource DDR5 Output to Make Room for HBM
The factory floor has to make a choice, and Samsung has made it. The Korean giant is planning to outsource part of its DDR5 production to free up manufacturing lines…
SK Hynix Discusses Making Memory Chips in Intel’s Ohio Plant
The two companies sat down to talk about a problem each needed solved. SK Hynix, the Korean memory giant, needs American manufacturing capacity to keep selling into the AI buildout.…
