Company
Micron Technology is a major U.S. semiconductor maker and one of the world's largest producers of memory and storage chips, including DRAM and NAND flash.
TSMC has confirmed talks with SpaceX on Terafab, wccftech.com reported, in the same week Elon Musk praised Micron's pricing on future memory. The Samsung-side complaints that followed rest on one engineer's unverified post on X.
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KOSPI rose more than 1% on Oct. 14 after a 5.46% one-day fall, as easing rate-hike fears lifted tech shares. That recovers about a fifth of the points lost, and the US consumer price index report was still due later that day.
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About $803 million of crypto positions were liquidated in 24 hours as the Kospi fell more than 6%, Crowdfund Insider reported. SanDisk perpetuals were about $19 million of it, a small share unless the other chip contracts were far larger.
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CXMT, China's largest DRAM maker, says it will launch a server DDR5 RDIMM built on a 4F² cell by year-end, a design that cuts cell area about 33%. On announced dates sedaily counts it two years ahead of Samsung, though a product launch and volume production are different milestones.
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Crypto exchanges liquidated about $803 million in leveraged positions over 24 hours, 86% of them longs, according to CoinGlass. SanDisk perpetual futures took $19.09 million of that, ahead of XRP's $18.78 million.
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Counterpoint Research projects DRAM for humanoid robots will grow about 20-fold, from 8,300 terabits this year to 172,000 terabits in 2030. Memory per robot only about doubles, so by our calculation unit volume carries the rest.
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Tom's Hardware data cited by dev.to puts a 64GB DDR5 kit at $1,118 in August 2026, up 485% from $191 a year earlier. Chipmakers say supply stays tight into 2028, but Citi expects prices to peak in Q2 2027.
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Samsung has reportedly asked suppliers to cut Q4 phone production by 20% to 30%, taking 2026 output from a planned 270 million toward 200 million. Memory prices have climbed far enough that some Galaxy models barely make money, and Samsung would sooner build fewer of them.
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Global PC shipments fell 20.1% year over year in the third quarter of 2026, a drop of 15.8 million units, according to IDC. For teams planning a refresh, the memory pricing behind the fall matters more than the unit count, and IDC expects those prices to stay elevated.
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The board approved up to 125 trillion won for this year, but three quarters of a three-year program lands in one payment. The "megacycle" that follows is a forecast, not a policy.
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S&P 500 and Nasdaq closed at records as the 10-year Treasury yield slipped 3.2 basis points to 5.279%. Stocks and yields have risen together for months and profits are forecast up 30.6%, so earnings look like the bigger force under the index.
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NVIDIA's 64GB DGX Spark goes on sale from six PC makers on October 23 at $4,999, about $2,000 to $4,000 below in-stock 128GB units today. Two clustered units cost more than one 128GB machine, so the purchase makes most sense for agents on models that fit in 64GB.
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S&P 500 stocks hit a record on tech gains as Goldman Sachs forecast that Nvidia and Micron would supply a third of the index's third-quarter earnings growth. That leaves the season's headline growth rate dependent on two chip suppliers.
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Google has raised the Pixel 10a to $599 from $499 seven months after launch, with no change to the phone. Memory prices are reaching devices already on shelves, so handset budgets need room for rises partway through a model's life.
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US 10-year Treasury yields briefly hit 5.34% on Thursday, the highest since 2002, while traders priced only a modest chance of a Fed hike this month. Companies and governments rolling over debt are refinancing at the long-end price whatever the Fed decides.
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Samsung Electronics has finished buying back 53.8 million of its own shares, 100.96% of the plan it began in August. Its stock now goes into next week's preliminary third-quarter results with no company purchases in the market.
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CTOs told Gergely Orosz that CPU spot pricing, once up to 90% below list, has nearly vanished as AI workloads absorb spare cloud capacity. Teams whose compute budgets assumed spot rates now have to plan for getting capacity at all, on top of paying more for it.
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Samsung has more than doubled its high-bandwidth memory share in a year, eating into SK Hynix's lead, Rest of World reports. For anyone buying AI capacity, the contest could affect how fast and how cheaply new clusters arrive.
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AMD passed $1 trillion in market value on Sept. 21, 2026, after its data-center revenue more than doubled to $6.7 billion in the second quarter. At about 22 times annualized sales, the price now depends on that growth lasting as the comparison base rises.
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Lutnick says Washington is "not in favor" of Apple buying CXMT DRAM or YMTC NAND, per Crypto Briefing. Apple reportedly has until August 21 to commit, with AI demand already lifting memory prices.
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