Filing: SK Hynix plans to spend ~$8B on cutting-edge EUV lithography chipmaking tools from ASML through 2027, as it competes with Samsung to supply DRAM and HBM
SK Hynix Inc. plans to spend 11.9 trillion won ($7.9 billion) on cutting-edge extreme ultraviolet lithography chipmaking tools from ASML Holding NV …
Samsung reports Q1 revenue up ~10% YoY to ~$53.4B and preliminary operating profit flat YoY at ~$4.5B, vs. ~$3.8B est., due to Galaxy S25 and legacy DRAM sales
Powerbeats Pro 2 Review: Best Workout Earbuds Still Lag on Audio Quality — Beats' newest exercise headphones are improved, but they face stiffer competition than ever.
Sources: the US spared China's top DRAM producer CXMT from its latest round of chip curbs because of Japan's opposition; Tokyo Electron is a major CXMT supplier
Che Pan / South China Morning Post :
The Northwest-AI-Hub, which is researching hybrid gain cell memory that combines DRAM's density with SRAM's speed, gets a $16.3M CHIPS Act grant via the US DOD
Katherine Bourzac / IEEE Spectrum :
South Korean government data: tech exports slowed for a straight second month, indicating slowing global demand; DRAM had its slowest growth since December 2023
Sam Kim / Bloomberg :
The Northwest-AI-Hub, which is researching hybrid gain cell memory that combines DRAM's density with SRAM's speed, gets a $16.3M CHIPS Act grant via the US DOD
Katherine Bourzac / IEEE Spectrum :
TrendForce: DRAM's average price fell 31.4% in Q3 and 34.4% in Q4 2022, among the worst drops since 2006; Samsung plans to spend $30B+ in 2023 to grow capacity
but it's not enough to beat Samsung José Adorno / BGR : iPhone 15 will feature up to 8GB of RAM, TrendForce reports Omar Sohail / Wccftech : Apple To Increase RAM ‘Capacity And Specifications’ Of The ...
South Korea's trade ministry data shows its DRAM chip exports fell 24.7% YoY in August 2022, the biggest drop since 2019, indicating a deepening slump in demand
Sam Kim / Bloomberg : Tweets: @samkimasia Tweets: Sam Kim / @samkimasia : South Korea's most important export, DRAM, fell by the most since 2019, further clouding the outlook for the global semicondu...
TrendForce: the average contract price for DRAM dropped 10.6% YoY in Q2 2022, the first such decline in two years, suggesting the demand boom is likely over
Jiyoung Sohn / Wall Street Journal :