295 articles
2026-05-11
amro-asia.org 2026-05-11 ASEAN+3 Macroeconomic Research Office
Established in 2011 by ASEAN+3 Finance Ministers, the ASEAN+3 Macroeconomic Research Office (AMRO) is an international organization that aims to contribute to the macroeconomic and financial resilience and stability in the ASEAN+3 region.Read moreWho We AreMission and VisionOrganizationHistory and MilestonesAnnual ReportsAMRO FactsheetAMRO AgreementWhat We DoMacroeconomic SurveillanceRegional Fina
2026-05-11
www.kiprinform.com 2026-05-11 Кипр информ
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2026-05-11
www.digitimes.com 2026-05-11 digitimes
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically...The article requires paid subscription.Subscribe Now
2026-05-11
www.heygotrade.com 2026-05-11 Gotrade
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2026-05-11
www.digitimes.com 2026-05-11 digitimes
AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and...The article requires paid subscription.Subscribe Now
2026-05-11
stocktwits.com 2026-05-11 Stocktwits
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2026-05-11
www.fxleaders.com 2026-05-11 FXLeaders
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2026-05-11
www.tradingkey.com 2026-05-11 TradingKey
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2026-05-11
digitimes.com 2026-05-11
Global memory supply is under severe strain, prompting major cloud service providers to sign multi-year contracts with memory makers and forcing the industry to rethink capacity spending and pricing. The shortage reflects long lead times for new fabs and a strategic shift toward higher-margin memory types.
2026-05-11
digitimes.com 2026-05-11
Samsung Electronics is looking to the tentatively named Exynos 2700 application processor (AP) as a key test for its non-memory semiconductor recovery, with the chip's adoption rate and performance in the Galaxy S27 series expected to shape the outlook for its System LSI and foundry businesses.
2026-05-11
digitimes.com 2026-05-11
AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and next-generation HBM will be a focal point of contention through 2027 and beyond.
2026-05-11
digitimes.com 2026-05-11
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically multiply the compute extracted from GPUs. The remarks underscore how storage and memory design could limit AI deployment.
2026-05-11
digitimes.com 2026-05-11
AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM and NAND flash will face shortages in 2026-2027 and could remain undersupplied in 2028. He said Transcend's multi-level cell (MLC) NAND inventory, bought before certain memory manufacturers stopped production, is enough
2026-05-11
digitimes.com 2026-05-11
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor operations.
2026-05-11
biz.chosun.com 2026-05-11 Chosunbiz
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2026-05-11
ts2.tech 2026-05-11 TechStock²
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2026-05-10
www.theglobeandmail.com 2026-05-10 The Globe and Mail
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2026-05-10
www.theglobeandmail.com 2026-05-10 The Globe and Mail
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2026-05-10
www.theglobeandmail.com 2026-05-10 The Globe and Mail
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2026-05-10
finance.yahoo.com 2026-05-10 Yahoo Finance
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