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Paid articlePaywall Micron Vs. SK hynix: Close The Pair, Keep The Better Floor: Micron Technology and SK hynix are rated Hold, as NAND pricing turns and DRAM slows ...
seekingalpha.com/article/4962388-micron-vs-sk-hynix-close-the-pair-keep-the-better-floor

SK Hynix posted record operating profit, warned of memory shortage through 2030: Operating profit rose 632% from a year earlier as the company said it plans ...
qz.com/sk-hynix-record-operating-profit-memory-shortage-2030-102826

S&P 500 posts back-to-back winning days as chips rally and oil prices slide: Live updates
cnbc.com/2026/10/26/stock-market-today-live-updates.html

Michael Dell Predicts The Memory Shortage Is Only “Gonna Get Worse” In 2027, As Company Sits On An Untapped Gold Mine With $95 Billion In Back-Ordered AI ...
wccftech.com/michael-dell-memory-shortage-ai-servers-gonna-get-worse-dell-stock/
Paid articlePaywall Micron makes a statement with the latest clue about its cash windfall: A new disclosure about Micron’s buyback plans appears meant to show shareholders the ...
marketwatch.com/story/micron-makes-a-statement-with-the-latest-clue-about-its-cash-windfall-c9e33f7d

Intel's Ohio plant might lease space to South Korean firm, per sources: SK Hynix is in talks with Intel about a deal that would see the South Korean company ...
eu.dispatch.com/story/business/manufacturing/2026/09/16/sk-hynix-intel-chip-manufacture-new-albany-ohio/91794911007/

Samsung extends lead in global DRAM market with 39 pct share: report: SEOUL, Sept. 7 (Yonhap) -- Samsung Electronics Co. accounted for 39.4 percent of...
en.yna.co.kr/view/AEN20260907008900320

CXMT H1 2026 earnings: revenue jumps 874% on AI memory demand: The Chinese chipmaker posted net profit of 77.6 billion yuan in its first earnings report since ...
qz.com/cxmt-first-half-earnings-revenue-ai-memory-shortage-082826

Hot Chips 2026: SK hynix pushes hybrid bonding to HBM5 as AI memory hits 775-micron ceiling — firm extends MR-MUF through Nvidia Rubin
tomshardware.com/tech-industry/semiconductors/sk-hynix-says-hybrid-bonding-wont-be-ready-for-hbm4e-as-ai-memory-runs-into-a-775-micron-ceiling

The three biggest RAM makers have already sold all their 2027 output, report says, potentially stretching price woes into 2028
rockpapershotgun.com/the-three-biggest-ram-makers-have-already-sold-all-their-2027-output-report-says-potentially-stretching-price-woes-into-2028

Taiwan’s Nanya posts record NT$82.55 billion Q2 revenue | Taiwan News | Jul. 10, 2026 19:14
taiwannews.com.tw/en/news/6398973

Samsung could make chips for Anthropic, the world’s most valuable AI startup: Samsung, one of the world's biggest chip makers, could end up manufacturing AI ...
sammobile.com/2026/05/29/samsung-could-make-chips-anthropic-ai-startup/

SK Hynix, 3 other tech giants to take stakes in Nanya Technology - Focus Taiwan: South Korea's SK Hynix and three other international tech giants will invest in ...
focustaiwan.tw/business/202603260008

How the Iran war and rising energy prices are threatening semiconductor demand: A prolonged U.S.-Israel war against Iran could lead to shortages of key ...
cnbc.com/2026/03/10/iran-war-semiconductor-memory-chip-impact.html

SK Hynix smashes earnings estimates as AI memory demand drives record profit: South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit ...
cnbc.com/2026/01/28/sk-hynix-smashes-earnings-estimates-as-ai-memory-demand-drives-record-profit.html

Micron plans $24-billion memory chipmaking plant in Singapore: U.S. memory chipmaker Micron Technology said on Tuesday it plans to build a $24-billion chip ...
finance.yahoo.com/news/micron-plans-24-billion-memory-034716765.html

Taiwan’s Nanya posts NT$11.08 billion in Q4 profit | Taiwan News | Jan. 19, 2026 18:20
taiwannews.com.tw/en/news/6285391

Samsung Electronics Overtakes Micron to Reclaim Second Place in HBM Market: Samsung Electronics pushed out Micron Technology and reclaimed second place in the ...
businesskorea.co.kr/news/articleView.html
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