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    Google Cloud Senior Director of Supply Chain Infrastructure Nikhil Cherian named high performance memory the primary constraint in AI servers now as it accounts for over 75% of the build of materials (BOM), media report, adding Google is using a dual hardware-software strategy to break through this ‘AI memory wall’. He made the comments during a presentation at SEMICON Taiwan. $GOOGL $SKHY $SSNLF $MU #semiconductors https://t.co/wI99BP0FwT

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    Support for a strike at Micron Taiwan over bonus pay hit 80% in a preliminary survey, as the US memory giant faces trouble similar to Samsung in May, when a last-minute deal averted a strike, media report. Taiwan labor unions are pushing to replace the current bonus system with a profit-sharing scheme amid the AI-driven memory chip boom. Unions say peers offer far higher profit-based bonuses, with Samsung paying out 10.5% of profits and SK Hynix 10%. Formal mediation talks are expected to begin by mid-September at the latest, a mandatory requirement before an official strike vote can be held under Taiwan law. (Note: Taiwan accounts for roughly 60% of Micron’s global production capacity, and anchors the bulk o…展开完整原文

    Support for a strike at Micron Taiwan over bonus pay hit 80% in a preliminary survey, as the US memory giant faces trouble similar to Samsung in May, when a last-minute deal averted a strike, media report. Taiwan labor unions are pushing to replace the current bonus system with a profit-sharing scheme amid the AI-driven memory chip boom. Unions say peers offer far higher profit-based bonuses, with Samsung paying out 10.5% of profits and SK Hynix 10%. Formal mediation talks are expected to begin by mid-September at the latest, a mandatory requirement before an official strike vote can be held under Taiwan law. (Note: Taiwan accounts for roughly 60% of Micron’s global production capacity, and anchors the bulk of advanced HBM output) $MU $SKHY $SSNLF #Samsung #semiconductors https://t.co/fP5CQis6tE

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    SK Hynix’s CEO said the global memory chip shortage is expected to last until the end of 2030 and that the risk of oversupply is low since memory chips are no longer “just commodities” in the AI era, media report. His comments came at a ground breaking ceremony for a US$4 billion advanced chip packaging plant in Indiana, USA, which aims to begin volume production of next-generation HBM (high bandwidth memory) chips in 2029. $SKHY $SSNLF $MU #semiconductors

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    Is DRAM worth its weight in Gold? Strong AI demand has driven memory chip prices up so fast that 1-kilogram of South Korea DRAM now costs as much as 620 grams of gold – up from 120 grams at the 2023 cyclical trough, according to South Korean trade data cited by media. That’s a 12.5x price surge in under 4-years. $MU $SSNLF $SKHY #semiconductors

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    Kioxia plans to invest ¥1 trillion yen (US$6.3 billion) on a new fab in Japan’s Iwate Prefecture with operations to start in 2029, Nikkei Asia reports. The NAND flash memory maker is expected to receive some subsidies for the project. $SNDK $WDC $SSNLF $SKHY $AMAT $ASML $LRCX $KLAC #Kioxia #YMTC https://t.co/dhEMIzRJsz