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Memory Chips
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AI is coming for the industry that hates forecasting the mostCommodity trading has resisted automation for decades because prices swing on droughts, coups and OPEC whims that no model handles cleanly, and that resistance is now cracking. Trading houses are f…Apple is reportedly eyeing China's CXMT for memory chips. If true, it breaks the entire logic of the chip export war.Reports that Apple has shown interest in sourcing DRAM from China's CXMT would, if confirmed, represent one of the most significant supply-chain decisions in the semiconductor sector this decade. C…Apple passes the memory bill to consumers, and the iPhone's exemption is temporaryApple has raised prices on Macs and iPads by $200 or more on several models, with some lines up roughly 20 percent, citing a worsening memory chip crunch that has pushed NAND and DRAM costs sharply…Memory shortage hands pricing power to Micron cartelThe three companies controlling 90% of global memory supply just discovered what monopoly pricing looks like. Micron's shares jumped 38% last week after executives said demand is "nowhere close" to…SK Hynix rides memory supercycle as AI demand outstrips supplySK Hynix is capitalizing on what analysts call a memory chip supercycle driven by AI training demand that shows no signs of slowing. The Korean giant's high-bandwidth memory products command premiu…Memory chip valuations test supercycle thesisMemory semiconductor stocks trade at 47x forward earnings, sparking debate whether AI demand justifies valuations reminiscent of the dot-com peak. Samsung and SK Hynix have doubled since October, d…