Tag Archives: SK Hynix

CXMT: Memory Giant, Or Smoke And Mirrors?

This is a very different post than the one I set out to write. When I talked about the current memory shortage, I didn’t really cover Chinese memory fabs, as I lumped them in with “older fabs” churning out older … Continue reading →

Posted in Communism, Technology | Tagged , , , , , , , , , , , , , | 5 Comments

RAM Cartel? I Seriously Doubt It.

A class action lawsuit has been filed against memory giants Samsung, SK Hynix, and Micron alleging the nefarious, cartel like action of…making the products with the highest profit margins. The world’s biggest memory chip makers are once again facing accusations … Continue reading →

Posted in Economics, Technology, Texas | Tagged , , , , , , , , , , , , , , , | 8 Comments

AI News Roundup For February 5, 2026

A bunch of AI-related news has popped up this week, so let’s do a roundup. Some AI companies are complaining that TSMC is killing the AI boom by not expanding rapidly enough: Asianometry notes that TSMC’s caution at expanding is … Continue reading →

Posted in Economics, Technology, video | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 4 Comments

Instant Analysis: Trump Tariff Effects On Semiconductors

President Trump announced his tariffs on countries, especially those that tariff goods from the United States. President Donald Trump on Wednesday imposed sweeping new tariffs on all imported goods and unveiled a detailed list of reciprocal duties targeting more than … Continue reading →

Posted in Austin, Economics, Foreign Policy, Texas | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 6 Comments

China’s Semiconductor Industry: Shell Games All The Way Down

I’ve written about China’s semi-illusory semiconductor businesses before: “In China the question is always how much of that investment is real, and how much is illusion. A lot of those ‘under construction’ fabs never materialize, either unable to attract investors … Continue reading →

Posted in Communism, Foreign Policy | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | 14 Comments