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12 results for “memory chips”
Foreign investment in Japan's chip industry has reached ~$37B, as government subsidies attract companies working on logic and memory chips and image sensors (Shuhei Ochiai/Nikkei Asia)
Foreign companies have invested approximately $37 billion in Japan's semiconductor industry, driven by Japanese government subsidies targeting logic chips, memory chips, and image sensors.
Aug 13, 2026
Sources: the AI-driven memory chip shortage kicks off a rush of DC lobbying; many US officials appear unsympathetic to Apple's desire to buy Chinese chips (New York Times)
The AI boom has intensified demand for memory chips, triggering corporate lobbying in Washington—particularly by Apple seeking to import Chinese-made chips—while US officials resist due to national security concerns.
Aug 10, 2026
As PC makers start using CXMT RAM chips, Apple is testing them too, but it needs a custom version for its devices, and US rules block Apple from sharing designs (Wall Street Journal)
Apple is testing memory chips from China's CXMT but faces US regulatory restrictions on sharing custom design specifications, creating a politically sensitive procurement challenge amid broader supply chain diversification efforts.
Aug 9, 2026
Apple Tests Chinese Memory Chips as Supply Squeeze Bites - WSJ
Apple is testing memory chips from Chinese suppliers amid global supply constraints, signaling potential diversification away from traditional vendors like Samsung and SK Hynix.
Aug 11, 2026
Sources: Nvidia is considering lower-memory versions of its Rubin Ultra GPU due to potential issues securing enough HBM, and has tested at least three versions (The Information)
Nvidia is reportedly testing reduced-memory variants of its upcoming Rubin Ultra GPU amid supply constraints for high-bandwidth memory (HBM), signaling potential trade-offs between performance, cost, and scalability.
Aug 6, 2026
Sources: China's CXMT is set to manufacture small quantities of LPDDR6 smartphone memory by the end of 2026, as it seeks to compete with SK Hynix and Samsung (Bloomberg)
China's state-backed CXMT Corp. is reportedly preparing to produce small quantities of LPDDR6 smartphone memory chips by end-2026, aiming to challenge SK Hynix and Samsung in advanced memory technology.
Aug 4, 2026
Apple launches ‘Upgrade’ device leasing program in partnership with Klarna
Apple launched a device leasing program called 'Upgrade' in partnership with Klarna amid industry-wide memory chip shortages driving up hardware costs.
Jul 28, 2026
CXMT’s Strong Debut Boosts China’s Bid to Conquer Memory Chips - WSJ
CXMT, a Chinese memory chip manufacturer, had a strong market debut, which the article frames as advancing China's strategic effort to achieve self-sufficiency in memory semiconductors amid U.S. export controls.
Jul 27, 2026
SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)
Anthropic has requested chip supplies from SK Hynix to build its own AI chips, marking an unusual vertical integration move by an AI startup previously focused on software and models.
Jul 25, 2026
As memory shares fall, investors worry capacity expansion could lead to oversupply, while others believe AI demand will break the industry's boom-and-bust cycle (Financial Times)
Memory chip manufacturers are expanding production capacity amid falling share prices, sparking investor concerns about oversupply while some argue AI-driven demand will disrupt the industry's historical boom-and-bust cycles.
Jul 20, 2026
Micron raises U.S. investment to $250 billion for AI memory chips - Yahoo Finance
Micron Technology announced an increased U.S. investment commitment of $250 billion for AI memory chip production, citing CHIPS Act incentives and national semiconductor strategy.
Jul 11, 2026
Memory Chips and China, Microsoft and Chinese Models
The article discusses the potential risks of China's growing influence in the memory chip industry and its implications for Microsoft.
Published Jun 23, 2026 · Analyzed Jul 5, 2026