AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising component costs are creating growing pressure on customers, according to executives at Hitachi Vantara Taiwan.
SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea, from fifth-generation 10nm-class, or 1b, DRAM toward sixth-generation 10nm-class, or 1c, DRAM.
A looming strike at Samsung Electronics is exposing deeper fractures than a typical labor dispute, with widening pay gaps, divisional tensions, and a controversial bonus structure converging into a broader test of how AI-era profits are distributed inside one of the world's most critical semiconductor suppliers.
