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04.05.26 - 05:36
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Samsung pulls ahead of SK Hynix as commodity DRAM prices surge (Digitimes)
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Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion) has opened between the two Korean chipmakers, driven largely by commodity DRAM rather than high-bandwidth memory (HBM), according to Sedaily....
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03.05.26 - 04:42
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Samsung restructures home appliance business after 90% profit erosion (Digitimes)
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Samsung Electronics is reportedly initiating a large-scale restructuring of its home appliance division aimed at reversing declining profitability by increasing outsourced production and streamlining operations. According to South Korean media outlets including Maeil Business Newspaper and Hangyung, Samsung held a high-level meeting in early April 2026 to establish plans for bolstering competitiveness in the home appliance sector....
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01.05.26 - 17:06
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Memory Stick Prices Refuse To Come Back To Earth (ZeroHedge)
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Memory Stick Prices Refuse To Come Back To Earth
Apple CEO Tim Cook's warning during Thursday evening's earnings call about the deepening global memory shortage sent us back to review memory stick prices.
Let's review what Cook said…
"We believe memory costs will drive an increasing impact on our business," Cook told analysts, while also warning about "supply constraints." He added, "We'll continue to evaluate this."
It wasn't just Cook warning about memory prices this week. Meta and Microsoft also noted in their earnings results that higher prices contributed to their elevated capital expenditures.
Memory makers Micron, Samsung, and SK Hynix have all been racing to add new capacity as AI data centers absorb an ever-larger share of memory sticks, which are typically used in PCs and smartphones.
Comments from Cook and other Big Tech firms this week about the dire situation prompted us to check the latest prices amid the memory crunch.
Goldman analyst Kenta ...
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