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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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01.05.26 - 07:36
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Samsung reports record quarterly profit as chip income jumps almost 50-fold (The Guardian)
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The AI boom is worsening a global memory chip shortage, which Samsung predicts will continue into 2027Samsung Electronics on Thursday reported record quarterly profit driven by a 49-fold jump in chip income, saying it expects a severe supply shortage to deepen next year as clients spend on AI, driving up prices of its memory chips.A boom in the construction of AI datacentres has spurred Samsung and chipmaking peers to allocate production capacity to advanced chips that Nvidia uses in its so-called AI accelerators. Even so, chipmakers are struggling to meet demand while the move also squeezes the supply of conventional chips. Continue reading......
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30.04.26 - 10:36
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Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars (SCMP)
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Samsung Electronics and SK Hynix, South Korea's two memory chip giants, are warning of a prolonged and severe global supply crunch, weeks after the two companies disclosed increased investments in their China wafer fabs to meet surging artificial intelligence demand.
During Samsung's first-quarter earnings call on Thursday, the company said its order fulfilment rate had plunged to a “record low”. In a rare move, customers worried about shortages were already pre-booking memory capacity for 2027,......
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30.04.26 - 08:36
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Galaxy S26 review: Samsung′s still-compact flagship Android (The Guardian)
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Small top-tier Android is great to use, being fast, AI-loaded and with reasonable battery life, but falls short of rivals on cameraSamsung's compact flagship phone hasn't changed much in a year, but the S26 is still one of the best smaller handsets available as rivals grow larger and larger.The S26 is the cheapest and smallest of this year's top Samsungs, dwarfed by the top-of-the-line S26 Ultra in size and price. But like everything with a memory chip at the moment, the S26 has increased in price by £80 or the equivalent to £879 (€949/$899/A$1,349). At least it has double the starting storage. Continue reading......
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