Hardware·
Samsung won more than $200 billion of Broadcom chip work through 2030
Samsung signed an MOU with Broadcom worth more than $200 billion through 2030 across memory, 2nm foundry and advanced packaging. Nvidia locked up SK Hynix the same day.
Company
SK Hynix
RSS 6 articles
First covered Apr 20, 2026, latest Jul 25, 2026
Hardware·
Google blamed the Pixel 11 price hike on RAM. A gigabyte now costs $12, up from $2.80.
HBM stacks for AI accelerators outbid the DRAM in phones and laptops. Qualcomm, Roku and Google have all repriced, and IDC sees PC prices up 18.3% this year.
Hardware·
DRAM and storage chips quadrupled in a year. Now Apple says price hikes are unavoidable.
Tim Cook told the WSJ that Apple price rises are unavoidable as an AI-driven memory crunch quadruples DRAM and NAND costs across every consumer device.
Gaming·
Nintendo hiked the Switch 2 by $50. AI data center demand for memory chips drove it.
Nintendo confirmed a $50 Switch 2 price increase effective September 1 in the US, citing market conditions. The DRAM shortage caused by AI buildouts is the trigger.
Policy·
Samsung workers are heading for a strike over SK Hynix's bonus checks
Samsung's union voted to walk out May 21 over a bonus gap that sees SK Hynix engineers pocket roughly 4x more. 200+ have already defected.
Hardware·
Why your next RAM kit costs double: the AI memory crunch, explained
DDR5 contract prices jumped 100% since 2025, HBM is eating 23% of DRAM wafers, and the fabs that could fix it don't come online until 2028. Here's the shape of the crunch.