Search: Business/market shifts

Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production

… Samsung Electronics and assigned to Judge Noel Wise, invokes Section 1 of the Sherman Act and targets companies that together hold around 90% of the global DRAM market. …

Jun 29, 2026 · Luke James

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86

Servers running x86 processors from AMD and Intel used to rule the market, both unit and money-wise, less than a decade ago, but fast forward to today, Arm-based machines command well over 45% of the server market, according to data released by IDC . …

Jun 22, 2026 · Anton Shilov

Chinese memory maker CXMT enters mainstream consumer memory with Corsair Vengeance DDR5 kit — Chinese-made DRAM emerges as an antidote for crushing shortages

… Until now, CXMT has only really sold to local businesses and lesser-known brands, but being featured in a Corsair kit marks a major shift in the landscape. Even if this kit is exclusive to Chinese markets, it's still made by one of the biggest names in consumer memory — a name that people trust. …

May 22, 2026 · Hassam Nasir

Samsung meeting transcripts show memory workers offered incredible 607% bonus worth $477,000, while logic chip staff get as little as 50% — union says misbalance 'creates a retention crisis the company cannot afford'

… Samsung's Device Solutions division houses three businesses under one roof: memory, System LSI, and foundry. …

May 18, 2026 · Luke James

SMI's PCIe 6.0 SSD controller for consumer SSDs coming next year, but severe NAND shortages will get even worse in 2027 as AI data centers swallow supply — An interview with Silicon Motion's SVP Nelson Duann

… Before assuming his current role, he headed marketing and R&D efforts for mobile storage products and played a significant role in expanding the company's SSD controller and mobile storage businesses into leading positions in their respective markets. …

Jun 16, 2026 · Anton Shilov

Jensen Huang says Nvidia wants to 'reinvent the single most important tool of humanity' with RTX Spark — Nvidia CEO touts support of 'literally every computer maker in the world' for its agentic AI PC platform

… He says that Nvidia's goal is to "reinvent the PC," and that its focus is "100% on Windows." Huang also tried to assuage concerns about Nvidia's long-term commitment to the RTX Spark platform, given the relative lack of purchase that other Windows on Arm devices have achieved in the market thus far. …

Jun 2, 2026 · Jeffrey Kampman

Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors

… "We urge the Administration to work with memory chipmakers and chip buyers to assess steps that can be taken to address this imbalance in the memory market and protect against harm to consumers, workers, and businesses of all sizes," the letter states. …

Jun 5, 2026 · Etiido Uko

Nvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen — customers encouraged to place orders for CPU shipments as early as August

… Meanwhile, shipments of H200 AI GPUs to China remain frozen, months after CEO Jensen Huang said Nvidia’s market share in the country had effectively fallen to zero . …

Jun 12, 2026 · Luke James

Apple reportedly lobbies Uncle Sam for access to Chinese memory chips — tech giant allegedly wants to buy from blacklisted CXMT

… If a buyer like Apple were to enter the picture now, even just for the Chinese market, it would completely shift the paradigm. …

Jun 27, 2026 · Hassam Nasir

Samsung holds desperate final talks with union over 18-day chip factory strike that could cost $20 billion — government-mediated summit seeks to avert industrial action that could hit HBM production

… More than 2,500 members recently left Samsung's largest union, objecting to what they viewed as memory-focused demands that offered little to employees outside the chip business. …

May 11, 2026 · Luke James

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