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This explainer explains how a global shortage of memory chips — driven by AI data center demand — is causing Roku streaming devices to become more expensive. It breaks down the connection between AI, memory chips, and everyday consumer products.
China’s memory chipmaker CXMT has priced its Shanghai IPO at $8.5 billion, valuing the company at $85 billion. The listing marks the largest semiconductor offering in Chinese history.
Nanya Technology plans a $6 billion spending surge in 2027 to expand its memory chip capacity amid the AI boom. The Taiwanese DRAM maker, previously overshadowed by industry giants, is now positioning itself to capitalize on rising demand for memory solutions driven by artificial intelligence.
South Korean tech giants Samsung and SK Hynix commit $550 billion to expand memory chip production in response to global supply shortages.
China's ChangXin Memory Technologies has reportedly won a $3 billion memory chip deal with Tencent, signaling a major step forward in the country's push for semiconductor self-reliance.
Samsung and SK Hynix plan a $590 billion chip investment to meet soaring AI demand, as memory prices are projected to rise by 50% per quarter through 2027.
Apple is lobbying the U.S. government for approval to source memory chips from blacklisted Chinese firm CXMT amid a quadrupling of memory prices. The move highlights the tension between national security concerns and supply chain needs in the tech industry.
SK Hynix is set to launch a $29 billion IPO on Nasdaq, potentially becoming the largest ADR deal ever completed. The move underscores the company's ambition to expand globally and capitalize on the rising demand for memory chips.
This article explains how memory chip shortages are affecting Apple's pricing strategy and what this reveals about the broader semiconductor supply chain challenges in the AI era.
SK Hynix is preparing for a potential US listing valued at up to $14 billion, leveraging the surge in demand for memory chips driven by AI technologies.
South Korean chip startup Xcena has raised $135M betting that AI's biggest bottleneck isn't compute but memory. The company aims to revolutionize AI hardware by focusing on memory efficiency rather than raw processing power.
Micron Technology's stock surged after UBS raised its price target to $1,625, citing strong HBM supply agreements that may compress the memory industry's boom-bust cycle. Analysts project a potential $1.8 trillion valuation over the next 12 months.
