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13.01.26 - 15:36
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"Entered New Era": SK Hynix To Build $13 Billion Memory Plant As Nvidia CEO Says AI Demand Soaring (ZeroHedge)
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"Entered New Era": SK Hynix To Build $13 Billion Memory Plant As Nvidia CEO Says AI Demand Soaring
One week after Nvidia CEO Jensen Huang told the auidence at CES Las Vegas that AI data centers are creating a "market that never existed" for memory, the global leader in high-bandwidth memory, SK Hynix, announced that construction of a new $13 billion advanced memory manufacturing plant will begin this spring, with first production targeted for the second half of 2027, as it races furiously to keep up with surging AI-driven demand.
As Nvidia's main HBM supplier, SK Hynix sits at the center of the memory supply chain and has become a headwind for AI data center growth. With HBM prices soaring, we have been documenting the key developments across the space:
"Market That Never Existed": Nvidia CEO Sparks Frenzy In Memory Stocks
Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity
UBS Says Soaring Memory Chip Prices To ...
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02.01.26 - 18:54
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UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings (ZeroHedge)
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UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings
For several months, we have tracked a sharp increase in DDR5 DRAM pricing, as evidenced by DRAMeXchange data, driven primarily by surging AI-related cloud computing demand and hyperscalers accelerating data center buildouts.
On day one of the new year, Samsung co-CEO Jun Young Hyun told employees in an internal memo that customers have praised the differentiated competitiveness of its next-generation high-bandwidth memory (HBM) chips, or HBM4, saying, "It's even earning an assessment from customers that 'Samsung is back'." He noted that Samsung will also benefit from favorable memory market conditions this year, as demand for artificial intelligence chips has materialized much quicker than initially anticipated.
The other week, Goldman analyst Maho Kamiya told clients that mounting concerns about soaring memory prices posed new risks for Nintendo, which manufactures consumer electronics such as the po...
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30.12.25 - 13:06
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Nintendo Has Everything to Prove Again in 2026 (Bloomberg)
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Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg's journalists around the world. Today in our series of essays looking ahead to trends in 2026, Takashi Mochizuki and Vlad Savov write about Nintendo's challenges to come....
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24.12.25 - 16:09
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Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity (ZeroHedge)
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Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity
Prices for LPDDR5 DRAM (Low-Power Double Data Rate 5 Dynamic Random-Access Memory) tripled this fall, as we noted in October in "Chatbots: Soaking Up the World's Power, Water, and Memory." LPDDR5 is a form of system memory that delivers higher bandwidth and greater power efficiency than prior generations, making it well-suited for laptops, smartphones, and the explosion in demand for AI-enabled devices.
Update: two months later https://t.co/Q4TPIrpzxV pic.twitter.com/O3KTKxZOVE
— zerohedge (@zerohedge) December 22, 2025
Goldman analyst Maho Kamiya told clients on Tuesday that concerns about rising memory prices and the absence of top-down tailwinds have sent Nintendo shares spiraling. After a 27% decline from its early November peak, the analyst asks whether the selloff has become overdone.
"Some investors think that Nintendo will be selling Switch 2 at a loss and gross profit falling ...
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22.12.25 - 15:02
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Nintendo Aktie: Ist die Switch-2-Rally jetzt startklar? (Aktiencheck)
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New York (www.aktiencheck.de) - Nintendo-Aktienanalyse von Freedom Capital Markets:
Freedom Capital habe die Aktie von Nintendo Co. Ltd. (ISIN: JP3756600007, WKN: 864009, Ticker-Symbol: NTO, Tokio Stock Exchange-Symbol: 7974) von "hold" auf "buy" hochgestuft und ein Kursziel von 13.340 JPY ausgegeben. [mehr]...
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