Samsung's chip profit jumped nearly 50-fold in a single year, execs warn the shortage will get worse
Hyperscalers are absorbing every advanced memory chip Samsung can produce
Apple set to overtake Dell as MacBook shipments rise against market decline
Apple could become the world's third-largest laptop maker
The next Xbox could be waiting on the memory market
Xbox chief Asha Sharma says volatile memory costs make early hardware decisions risky and could affect final pricing
Samsung phone division could post its first ever loss as AI drives memory costs higher
Even strong Galaxy sales may not offset surging RAM and storage costs that now rival displays and processors
Bottom line: Samsung's mobile division faces an unprecedented financial threat not from competition or weak sales, but from the AI industry's insatiable appetite for memory components. TM Roh, head of Samsung MX, has alerted company leadership that the division could post its first net loss in the division's history. The culprit is LPDDR5X memory and NAND storage, components now commanding premium prices.
SK Hynix sells out DRAM, NAND, and HBM capacity into 2026 amid AI frenzy
South Korean memory giant extends lead over Samsung and Micron
Oversupply in the EV market drives down prices as automakers revise their production outlook
There's the perception that the EV market is stalling, but is that really true?
Why it matters: The EV market is at a critical juncture as automakers revise production goals citing softening demand even though research still points towards long-term growth. Now is an ideal time for consumers to consider making the switch to EVs while manufacturers must adapt quickly to a changing market and still maintain a long-term vision for electrification.
Nvidia may divert Ada Lovelace desktop GPUs to notebooks to meet demand
Would we even notice?
Chip delivery times see biggest decline in years as shortages alleviate
Oversupply is a bigger problem these days
