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.
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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·
AMD's Helios rack packs 72 GPUs and 31TB of memory to take on Nvidia
AMD launched the Instinct MI455X and its Helios rack-scale system, tying 72 GPUs and 31TB of HBM4 into one machine to challenge Nvidia's data-center grip.
Hardware·
South Korea's $576 billion bet on AI chips runs through Samsung and SK Hynix
South Korea announced a roughly $576 billion (W900 trillion) AI-chip push led by Samsung and SK Hynix, targeting HBM, DRAM fabs, and AI data centers.
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.
Hardware·
Samsung Q1 profit hit 57.2 trillion won. Memory chips for Nvidia drove 93% of it.
Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.
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.