Memory & Storage
HBM, DRAM, NAND, and storage technology coverage.
SK Hynix Invests $38 Billion to Expand AI Memory Chip Production
In a sign of the growing demand for memory chips driven by AI’s growth, SK Hynix plans to spend approximately $38 billion to build two semiconductor fabrication facilities in South Korea, a major expansion for the company. The company’s board approved investments totaling 54.3 trillion won, with 35.2 trillion won allocated to a new fabrication […]
James Maguire · Aug 7, 2026 · 2 min
HP, Asus and Acer Turn to Chinese Memory Supplier as AI Boom Tightens DRAM Market
The AI infrastructure buildout is reshaping another corner of the semiconductor industry, with reports indicating that HP, Asus and Acer have begun using limited quantities of DRAM from China’s ChangXin Memory Technologies (CXMT) in selected notebook computers. The move is yet another sign of the growing strain that AI investment is placing on the global […]
James Maguire · Aug 5, 2026 · 2 min
Agentic AI Shift Driving Data Center Chip Market Toward $1.2 Trillion by 2030: Futurum Report
The global data center semiconductor market is on track to expand more than fivefold, reaching $1.2 trillion by 2030 as artificial intelligence (AI) hardware demand shifts decisively from model training to agentic inference. According to a five-year forecast from tech research firm The Futurum Group, revenue in the sector hit $241 billion in 2025, a […]
Jon Swartz · Jul 23, 2026 · 2 min
China’s Chip Ambitions Rise as CXMT Launches $10 Billion IPO
Chinese memory chipmaker ChangXin Memory Technologies Inc. is launching a blockbuster initial public offering (IPO) on Shanghai’s tech-focused STAR Board to raise nearly $10 billion, one of the largest in Asian history and a crucial test of investor appetite for China’s burgeoning artificial intelligence (AI) supply chain. The Hefei-based DRAM (dynamic random-access memory) champion has […]
Jon Swartz · Jul 15, 2026 · 2 min
Intel Pours €5 Billion into Ireland to Feed the Xeon Surge
Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.
Brendan Burke · Jul 15, 2026 · 7 min
Meta to Begin Production of Custom Iris AI Chips in September in Bid for 14-Gigawatt Power Grid: Report
Meta Platforms Inc. plans to begin manufacturing its next-generation custom artificial intelligence (AI) chip in September, according to an internal memo reviewed by Reuters. Code-named Iris, the in-house silicon is part of a broader effort by the social media giant to double its computing infrastructure capacity to 14 gigawatts by next year and reduce its […]
Jon Swartz · Jul 14, 2026 · 2 min
Samsung Posts Record Q2 Preliminary Profit
The AI memory boom has produced at least one big winner: Samsung Electronics, one of the three major memory makers, posted preliminary Q2 earnings that blow away all prior sales figures. The South Korean technology giant said it expects second-quarter operating profit of 89.4 trillion won (US$58.4 billion), a nearly 19-fold increase from a year […]
Andy Patrizio · Jul 13, 2026 · 3 min
Micron’s $250B U.S. Investment Finds Its Edge on Korea’s Memory Juggernaut
Micron’s $250B U.S. investment out-positions Korea’s bigger memory bet, securing critical AI chip supply chains and aligning with customer needs.
Brendan Burke · Jul 13, 2026 · 8 min
Can ASUS Bring Data-Center-Class AI Infrastructure to the Deskside?
ASUS ExpertCenter Pro ET900N G3 pairs NVIDIA DGX Station GB300 architecture with 748GB memory and 20 PFLOPS for AI development.
Olivier Blanchard · Jul 8, 2026 · 6 min
Qualcomm’s Snapdragon Reality Elite Ups the Stakes for Spatial AI
Qualcomm’s Snapdragon Reality Elite advances spatial AI with on-device processing, maintaining the lead in the mixed reality platform race.
Olivier Blanchard · Jul 7, 2026 · 9 min
AI Boom Could Extend Memory Shortage Until 2030
The artificial intelligence revolution is reshaping the global memory market, and not for the better, but in ways that could keep shortages and higher prices in place for years, according to a new report from consulting firm Kearney. The report, titled “The Great Memory Reallocation,” states that the industry is facing more than a traditional […]
Andy Patrizio · Jul 2, 2026 · 3 min
NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight
Commercial GPUs are ready for spaceflight as NVIDIA Jetson readies for lunar orbit on Firefly’s Blue Ghost Mission 2.
Brendan Burke · Jul 2, 2026 · 6 min
South Korean Government Proposes Massive Investment in Memory Manufacturing
The government of the Republic of Korea has unveiled a plan to invest at least $880 billion in memory capacity to ease the global shortage brought on by AI investment. South Korea is home to two of the three dominant DRAM makers, Samsung Electronics and SK hynix. The third is Micron Technology, headquartered in Boise, […]
Andy Patrizio · Jun 30, 2026 · 2 min
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
Qualcomm data center return targets decode-heavy inference, where power efficiency, not raw CPU performance, decides the winner.
Olivier Blanchard · Jun 30, 2026 · 14 min
Apple Seeks White House Approval to Buy Chips From Blacklisted Chinese Maker Amid AI Supply Crunch
Apple Inc. is lobbying the Trump administration for federal permission to purchase memory chips from ChangXin Memory Technologies Inc. (CXMT), a prominent Chinese semiconductor firm currently blacklisted by the U.S. government, according to a report by The Financial Times. The tech giant approached the Commerce Department more than a month ago and has engaged White […]
Jon Swartz · Jun 28, 2026 · 2 min
AWS Summit NY 2026: Is AI Infrastructure AWS’s Real Agentic Moat?
At AWS Summit New York 2026, AWS AI infrastructure — G7 Blackwell GPUs, QuEra quantum, AMD Outposts, and RGN networking — anchors its agentic push.
Brendan Burke · Jun 25, 2026 · 7 min
OpenAI, Broadcom Unveil Custom Jalapeño AI Chip to Challenge NVIDIA’s Dominance
In a major bid to reduce reliance on NVIDIA Corp. and secure its own hardware pipeline, OpenAI has partnered with Broadcom Inc. to unveil its first custom artificial intelligence (AI) chip, codenamed Jalapeño. The chip marks the ChatGPT maker’s first official entry into custom AI hardware. Designed as an application-specific integrated circuit (ASIC), Jalapeño is […]
Jon Swartz · Jun 24, 2026 · 3 min
SK hynix Ships Samples of 12-Layer Next-Gen HBM4E
South Korean memory maker SK hynix has announced it has delivered HBM4E memory samples to major customers, marking an impending release. HBM4E is special because it pushes high-bandwidth memory into a much faster, denser, and more efficient tier for AI and HPC systems. It extends the same 2048-bit, 32-channel architecture of HBM4 to higher per-pin […]
Andy Patrizio · Jun 18, 2026 · 1 min
Trump Announces Blockbuster Apple-Intel Chip Deal as ‘RAMmageddon’ Hits Tech Industry
President Donald Trump announced early Thursday that Apple Inc. has agreed to partner with Intel Corp. to design and manufacture its semiconductor chips domestically – a potentially big win for the White House’s aggressive campaign to reshore critical technology manufacturing to the U.S. through targeted tariffs and state-backed investments. Writing on Truth Social, Trump criticized […]
Jon Swartz · Jun 18, 2026 · 3 min
Oracle’s Outcome-Based Pricing Gambit: Rewriting the Rules of Cloud Economics
Oracle’s outcome-based pricing model challenges cloud consumption economics. Explore how AI-driven commercial models reshape enterprise software.
Keith Kirkpatrick · Jun 18, 2026 · 7 min