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The Wall Street Journal @wsj.com 路 New York City 馃嚭馃嚫路 4h

#MicronTechnology #MemoryChips #ArtificialIntelligence

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Micron Is Spending $200 Billion to Break the AI Memory Bottleneck
Micron Technology is investing billions to expand memory-chip manufacturing capacity amid an industry supply crunch driven by the AI boom.
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Bloomberg Business @bloomberg.com 路 New York City 馃嚭馃嚫路 17h

#Investment #PrivateCredit #MemoryChipShortage

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Fortress' Latest Private Debt Fund Seeks to Lure Insurance Firms
Fortress Investment Group is adding an insurer-friendly feature to its latest fund, which will primarily invest in direct corporate loans, according to people familiar with the matter.
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Bloomberg Business @bloomberg.com 路 New York City 馃嚭馃嚫路 20h

#AI #MemoryChips #TechIndustry

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Alibaba Unveils Major AI Model Upgrade Ahead of DeepSeek Release
Alibaba Group Holding Ltd. unveiled a major upgrade of its flagship AI model, accelerating a race with a panoply of startups and sectoral leaders aiming to get in ahead of Chinese sensation DeepSeek's next big platform.
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Yahoo! Finance @uk.finance.yahoo.com 路 United States 馃嚭馃嚫路 1d

#MemoryChips #AI #SupplyChain

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uk.finance.yahoo.com
Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis
What's worrying about the trend is that prices are soaring and supplies are running dry even before the AI giants really get going with their data center construction plans.
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Yahoo! Finance @uk.finance.yahoo.com 路 United States 馃嚭馃嚫路 5d

#Samsung #ArtificialIntelligence #MemoryChips

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uk.finance.yahoo.com
Samsung starts mass production of next-gen AI memory chip
Samsung Electronics announced Thursday it had started mass production of next-generation memory chips to power artificial intelligence, touting an "industry-leading" breakthrough.
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The Wall Street Journal @wsj.com 路 New York City 馃嚭馃嚫路 5d

#Semiconductors #MemoryChips #ArtificialIntelligence

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SMIC CEO Says Industry 'Panicked' About Memory Supply Shortage
The semiconductor industry faces a memory chip shortage, driven by robust artificial-intelligence demand, impacting other sectors like phones.
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Yahoo! Finance @uk.finance.yahoo.com 路 United States 馃嚭馃嚫路 7d

#MemoryChips #Investing #TechMarket

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uk.finance.yahoo.com
Memory Chip Crunch Ripples Through Markets, With Worse to Come
(Bloomberg) -- The relentless surge in memory chip prices over the past few months has driven a vast divide between winners and losers in the stock market, and investors don't see any end in sight.
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Yahoo! Finance @ca.finance.yahoo.com 路 United States 馃嚭馃嚫路 2w

#Apple #smartphones #memorychips

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ca.finance.yahoo.com
Pricier iPhones? Global memory chip crunch puts spotlight on Apple
SAN FRANCISCO, Feb 6 (Reuters) - As the global memory chip shortage hits the smartphone market, a key question is echoing from Silicon Valley to Shenzhen: Will Apple raise prices, or sacrifice profit to gain new customers.
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Markets Insider @markets.businessinsider.com 路 New York City 馃嚭馃嚫路 2w

#SmartphonePrices #MemoryChipShortage #AIImpact

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markets.businessinsider.com
AI Is Driving Smartphone Prices Higher, and Memory Chipmakers Are the Real Winners
Smartphone prices are rising across global markets, and the cause is not higher labor costs or weaker demand. Instead, the pressure is driven by a shortage of memory chips, which is being exacerbated by AI data centers.
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Digital Trends @digitaltrends.com 路 4w

#MemoryChips #USManufacturing #TechPolicy

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www.digitaltrends.com
Your next PC upgrade could cost more if 100% chip tariffs land
The administration is pressuring Asian memory giants to shift production to American soil. The Trump administration is turning up the heat on memory chip supply, invest in US production or face duties that can run as high as 100%.
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Bloomberg Business @bloomberg.com 路 New York City 馃嚭馃嚫路 4w

#MemoryChips #Semiconductors #AI

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Micron Says 'Unprecedented' Memory Shortage to Last Beyond 2026
Micron is expanding its manufacturing capacity in the US and Asia to address the shortage, including a $100 billion production site near Syracuse, New York, and plans to bring 40% of its DRAM manufacturing onto US soil.

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