#semiconductorindustry — Public Fediverse posts

AI memory shortage threatens to trigger geopolitical strain, warns SK Group chief

SK Group Chairman Chey Tae-won warned that the global shortage of artificial intelligence memory chips could escalate into…
#EuropeSays #Korea #KR #SK #AImemoryshortage #artificialintelligence #CheyTae-won #chipsupplychain #geopoliticalstrain #high-bandwidthmemory #memorychipdemand #semiconductorindustry #SKGroup #SKhynix
https://www.europesays.com/korea/92186/

https://www.alojapan.com/?p=1512827 Nvidia announces new AI model, expands Japanese partnerships #ArtificialIntelligence #Fujitsu #Hitachi #Japan #JapanNews #Japanese #JapaneseNews #JensenHuang #manufacturing #news #nvidia #robotics #SemiconductorIndustry #technology By Rajwa Quasim Nvidia unveiled its new AI model and announced partnerships with domestic Japanese industrial giants to expand physical AI ecosystem in Japan. During Nvidia CEO Jensen Huang’s two-day visit to Japan

ASML reports €9.3 billion total net sales and €2.9 billion net income in Q2 2026

ASML Netherlands BV ASML reports €9.3 billion total net sales and €2.9 billion net income in Q2 2026ASML…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #grossmargin #lithographysystems #NetIncome #netsales #semiconductorindustry
https://www.europesays.com/netherlands/31199/

https://www.europesays.com/ie/586217/ Earnings, Inflation, Iran — What’s moving markets #Business #EarningsSeason #Economy #Éire #FederalReserve #GlobalMarkets #IE #InflationData #InterestRates #Iran #Ireland #KevinWarsh #Nvidia #SemiconductorIndustry #StraitOfHormuz

https://www.europesays.com/people/149389/ Jensen Huang, After ‘Japan Passing’ Row, to Visit Japan Over Sega Ties #AIChips #JapanPassing #JensenHuang #Nvidia #RIVA128 #sega #SemiconductorIndustry #ShoichiroIrimajiri

SK Hynix's Market Performance Following Initial Trading

📰 Original title: SK Hynix: How It Measures Up After Day One

🤖 IA: It's not clickbait ✅
👥 Users: It's not clickbait ✅

View full AI summary https://en.killbait.com/sk-hynix-s-market-performance-following-initial-trading.html?utm_source=mastodon_world&utm_medium=social&utm_campaign=killbait.mastodon_world

#business #stockmarket #semiconductorindustry #mergeranalysis

Samsung expects 1,800% operating profit leap on AI boom

Frenzied global demand for advanced memory chips has helped South Korean semiconductor giants post record profits (Jung Yeon-je)…
#EuropeSays #Korea #KR #Samsung #datacentres #Memorychips #operatingprofit #recordprofits #SamsungElectronics #SamsungGroup #semiconductorindustry #SouthKorean #YonhapNewsAgency
https://www.europesays.com/korea/80843/

Near-ruin to riches: The story of chip giant SK hynix

Seoul: South Korean chipmaker SK hynix will begin trading on Wall Street this Friday, after what could be…
#EuropeSays #Korea #KR #SK #artificialintelligence #hynix #semiconductorindustry #SKGroup #SKhynix #SouthKoreanchipmaker
https://www.europesays.com/korea/79961/

Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?

Quick Read Samsung posted record revenue and profit, yet AI spending anxiety sent semiconductor stocks tumbling, with Astera…
#EuropeSays #Korea #KR #Samsung #AIinfrastructure #AsteraLabs #capitalexpenditure #operatingprofit #SamsungElectronics #SamsungGroup #semiconductorindustry #top10AIstocks
https://www.europesays.com/korea/77857/

Micron shares retreat as Samsung earnings trigger memory chip selloff (MU)

Semiconductor ©Adobe Stock Images Samsung results spark declines across semiconductor sector Micron Technology (NASDAQ:MU) shares fell 4.9% in…
#EuropeSays #Korea #KR #SamsungElectronics #earningsannouncement #memorychip #MicronTechnology #Recordearnings #Samsung #semiconductorindustry #semiconductorsector
https://www.europesays.com/korea/77607/

Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes

Quick Read Bloomberg Intelligence’s Shuli Ren argues the global memory shortage peaked in Q2 2026 and could tip…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #BloombergIntelligence #globalmemoryshortage #memorydemand #memorymanufacturers #MichaelBurry #Micron #semiconductorindustry #Technology #top10AIstocks
https://www.newsbeep.com/us/748267/

Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes

Quick Read Bloomberg Intelligence’s Shuli Ren argues the global memory shortage peaked in Q2 2026 and could tip…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #BloombergIntelligence #globalmemoryshortage #memorydemand #memorymanufacturers #MichaelBurry #Micron #semiconductorindustry #Technology #top10AIstocks
https://www.newsbeep.com/us/748267/

Samsung expects 1,800% operating profit leap on AI boom

Frenzied global demand for advanced memory chips has helped South Korean semiconductor giants post record profits (Jung Yeon-je)…
#EuropeSays #Korea #KR #SamsungElectronics #datacentres #Memorychips #operatingprofit #recordprofits #Samsung #semiconductorindustry #SouthKorean #YonhapNewsAgency
https://www.europesays.com/korea/77077/

ASML vs. LRCX: Which Semiconductor Chipmaker Stock Has More Upside?

ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #ASMLHolding #EUV #LamResearch #LamResearchLRCX #lithographysystems #semiconductorindustry #semiconductormanufacturing #waferfabricationequipment
https://www.europesays.com/netherlands/28009/

Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry

Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry

Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Here’s How Artificial Intelligence Powers ASML’s Growth Story

Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #AIrevolution #artificialintelligence #ASMLHolding #EUV #lithographysystems #semiconductorfabrication #semiconductorindustry #ZacksInvestmentResearch
https://www.europesays.com/netherlands/26667/

https://www.europesays.com/people/?p=129465 Can AI-Designed Chips Rival Blackwell in 9 Months? OpenAI’s “Spicy Chip” Bypasses Nvidia’s Main Battlefield, Jensen Huang’s GPU Hegemony Teeters #AIAccelerator #ASIC #Broadcom #ComputingPower #CostReduction #CPU #CustomArtificialIntelligenceChip #FullStackControl #GenerativeAI #GoogleTPU #gpu #InferenceInfrastructure #Jalapeño #JensenHuang #LargeModelInference #MemoryWall #Nvidia #OpenAI #SemiconductorIndustry

Південна Корея прискорює будівництво нових чип-гігантів через попит на AI: Samsung і SK Hynix готують масштабне розширення
# #AI #Samsung #Semiconductor #Semiconductorindustry #SKHynix #Yongin
https://gizchina.net/2026/06/24/south-korea-ai-samsung-sk-hynix/

Південна Корея прискорює будівництво нових чип-гігантів через попит на AI: Samsung і SK Hynix готують масштабне розширення
# #AI #Samsung #Semiconductor #Semiconductorindustry #SKHynix #Yongin
https://gizchina.net/2026/06/24/south-korea-ai-samsung-sk-hynix/

Південна Корея прискорює будівництво нових чип-гігантів через попит на AI: Samsung і SK Hynix готують масштабне розширення
# #AI #Samsung #Semiconductor #Semiconductorindustry #SKHynix #Yongin
https://gizchina.net/2026/06/24/south-korea-ai-samsung-sk-hynix/

Південна Корея прискорює будівництво нових чип-гігантів через попит на AI: Samsung і SK Hynix готують масштабне розширення
# #AI #Samsung #Semiconductor #Semiconductorindustry #SKHynix #Yongin
https://gizchina.net/2026/06/24/south-korea-ai-samsung-sk-hynix/

SK Hynix overtakes Samsung to become South Korea’s most valuable company

SEOUL: SK Hynix on Monday overtook Samsung Electronics to become South Korea’s most valuable listed company, marking a…
#EuropeSays #Korea #KR #SK #AImemorychips #DRAMoutput #globalAIboom #high-bandwidthmemory #marketleader #Nasdaqlisting #SamsungElectronics #semiconductorindustry #SKGroup #SKhynix #technology #turnaround
https://www.europesays.com/korea/60491/

Rapidus Signs MoU with Fondazione Chips-IT in Italy for Future Semiconductor Manufacturing

New collaboration provides framework between the Japan government and Italy TOKYO, June 15, 2026 /PRNewswire/ — Rapidus Corporation today…
#Italy #Europe #Europa #EU #Fondazione #ItalianPrimeMinister #Japan #JapanPrimeMinister #RapidusCorporation #semiconductorindustry
https://www.europesays.com/italy/24893/

Rapidus Signs MoU with UK Semiconductor Centre for Future Semiconductor Manufacturing

New collaboration provides framework between the Japan government and the UK TOKYO, June 14, 2026 /PRNewswire/ — Rapidus…
#EuropeSays #Britain #Europe #EU #UK #Japan #JapanPrimeMinister #Rapidus #RapidusCorporation #semiconductorindustry #semiconductormanufacturing #UKprimeminister #UKSemiconductorCentre #UKSC #UnitedKingdom
https://www.europesays.com/britain/63019/

https://www.europesays.com/britain/63019/ Rapidus Signs MoU with UK Semiconductor Centre for Future Semiconductor Manufacturing #Japan #JapanPrimeMinister #Rapidus #RapidusCorporation #SemiconductorIndustry #SemiconductorManufacturing #UK #UKPrimeMinister #UKSemiconductorCentre #UKSC #UnitedKingdom

https://www.europesays.com/people/113234/ Jensen Huang Skips Japan, Stoking Fears of AI Isolation #AIEcosystem #DigitalDeficit #JapanAIIsolation #JensenHuang #KoreaTaiwanPartners #NihonKeizaiShimbun #Nvidia #SemiconductorIndustry

Europe launches first domestic fabrication flow for defense chips

Europe’s effort to strengthen control over its semiconductor supply chain has reached a significant milestone. GlobalFoundries and Dutch…
#Europe #EU #chipmanufacturing #EuropeanChipsAct #GlobalFoundries #Qualinx #semiconductorindustry #semiconductorsupplychain #SovereignManufacturing
https://www.europesays.com/europe/66860/

Europe launches first domestic fabrication flow for defense chips https://www.byteseu.com/2098459/ #ChipManufacturing #Europe #EuropeanChipsAct #GlobalFoundries #Qualinx #SemiconductorIndustry #SemiconductorSupplyChain #SovereignManufacturing

US takes step to halt Nvidia AI chip shipments to Chinese firms outside China

https://web.brid.gy/r/https://www.rappler.com/technology/us-steps-halt-nvidia-ai-chip-shipments-chinese-firms/

US takes step to halt Nvidia AI chip shipments to Chinese firms outside China

https://web.brid.gy/r/https://www.rappler.com/technology/us-steps-halt-nvidia-ai-chip-shipments-chinese-firms/

Micron joins $1-trillion club as AI race powers memory chip boom

https://web.brid.gy/r/https://www.rappler.com/technology/micron-market-value-may-26-2026/

Micron joins $1-trillion club as AI race powers memory chip boom

https://web.brid.gy/r/https://www.rappler.com/technology/micron-market-value-may-26-2026/

According to Yonhap News Agency, on May 21st local time, with only one hour left before the scheduled general strike of the Samsung Electronics ...

The longest strike at Samsung, suppressed before it began, is essentially the first direct conflict in the "value distribution mechanism" of the chip industry chain in the AI era.#Samsungstrike #Samsungemployeesstrike #Samsunglaborunion #Samsungsalarynegotiation #Samsungsemiconductordepartment #Samsungbonusagreement #Samsunginternalcontradictions #HBMmarket #HBMtechnology #SKHynixbonus #AIcomputingpower #semiconductorindustry
Samsung's Longest - Ever Strike Lifts the Veil on Wealth Gap in the AI Era

According to Yonhap News Agency, on May 21st local time, with only one hour left before the scheduled general strike of the Samsung Electronics ...

The longest strike at Samsung, suppressed before it began, is essentially the first direct conflict in the "value distribution mechanism" of the chip industry chain in the AI era.#Samsungstrike #Samsungemployeesstrike #Samsunglaborunion #Samsungsalarynegotiation #Samsungsemiconductordepartment #Samsungbonusagreement #Samsunginternalcontradictions #HBMmarket #HBMtechnology #SKHynixbonus #AIcomputingpower #semiconductorindustry
Samsung's Longest - Ever Strike Lifts the Veil on Wealth Gap in the AI Era

According to Yonhap News Agency, on May 21st local time, with only one hour left before the scheduled general strike of the Samsung Electronics ...

The longest strike at Samsung, suppressed before it began, is essentially the first direct conflict in the "value distribution mechanism" of the chip industry chain in the AI era.#Samsungstrike #Samsungemployeesstrike #Samsunglaborunion #Samsungsalarynegotiation #Samsungsemiconductordepartment #Samsungbonusagreement #Samsunginternalcontradictions #HBMmarket #HBMtechnology #SKHynixbonus #AIcomputingpower #semiconductorindustry
Samsung's Longest - Ever Strike Lifts the Veil on Wealth Gap in the AI Era

According to Yonhap News Agency, on May 21st local time, with only one hour left before the scheduled general strike of the Samsung Electronics ...

The longest strike at Samsung, suppressed before it began, is essentially the first direct conflict in the "value distribution mechanism" of the chip industry chain in the AI era.#Samsungstrike #Samsungemployeesstrike #Samsunglaborunion #Samsungsalarynegotiation #Samsungsemiconductordepartment #Samsungbonusagreement #Samsunginternalcontradictions #HBMmarket #HBMtechnology #SKHynixbonus #AIcomputingpower #semiconductorindustry
Samsung's Longest - Ever Strike Lifts the Veil on Wealth Gap in the AI Era

China’s Huawei reveals chip design breakthrough amid US sanctions

https://web.brid.gy/r/https://www.rappler.com/technology/huawei-chip-design-breakthrough-may-25-2026/

China’s Huawei reveals chip design breakthrough amid US sanctions

https://web.brid.gy/r/https://www.rappler.com/technology/huawei-chip-design-breakthrough-may-25-2026/

6月5日(金)13:00-17:30に、グローバルネット㈱がセミナー『インド半導体産業の全体像と事業機会 〜政策・サプライチェーン・投資動向から読み解く〜』をオンライン開催。講演4件。オンライン(Zoom)にて。詳細は https://global-net.co.jp/archives/12584 に。
#Seminar #SemiconductorIndustry #India

Samsung shares soar as strike averted, but bonuses of $416,000 for some stoke concern

https://web.brid.gy/r/https://www.rappler.com/technology/samsung-strike-averted-bonuses-stoke-concern/

Samsung shares soar as strike averted, but bonuses of $416,000 for some stoke concern

https://web.brid.gy/r/https://www.rappler.com/technology/samsung-strike-averted-bonuses-stoke-concern/

US official says China-led supply chain a ‘hostage chain’ amid Pax Silica push

https://web.brid.gy/r/https://www.rappler.com/technology/united-states-jacob-helberg-pax-silica-china-hostage-supply-chain/

US official says China-led supply chain a ‘hostage chain’ amid Pax Silica push

https://web.brid.gy/r/https://www.rappler.com/technology/united-states-jacob-helberg-pax-silica-china-hostage-supply-chain/